Document intake
Classify invoices, checks, receipts, and operating documents, extract the needed data, and route each item to the correct workflow.
Automation and integrations
Make the software you already use work together.
Prospera designs custom tools and API integrations that reduce repetitive administration, improve data consistency, and keep important work moving without forcing the business into a one-size-fits-all platform.
Accounting workflows
Prepare expenses, bills, deposits, checks, reporting inputs, and reconciliations through customer-authorized QuickBooks Online connections.
Operational system sync
Connect accounting, CRM, estimating, messaging, scheduling, and industry software through supported APIs.
Customer and management updates
Trigger timely status communication, exception alerts, and reports from reliable system events.
The delivery model
- Measure and simplify the current workflow.
- Build and test in a controlled environment with least-necessary access.
- Deploy in stages, train users, and monitor exceptions.
- Maintain and improve the system under an agreed support plan.