Getting Started With Prosaic
Read our getting started guide for accountants and bookkeepers here.
What is Prosaic?
Prosaic is an AI powered bookkeeping solution for small business and accountants.
It simplifies tax returns by connecting in real time to bank transaction data (bank feeds) as well as fetching historical bank transactions, then automatically codes, looks for common deductions, and prepare these to be posted into Xero, or shared directly with your accountant at GST or year end.
How to use the getting started guide
If you have been invited by your accountant
If your accountant has invited you to share bank feeds from a business, rental property or other bank account, then all you need to do to get started with Prosaic is
- Sign in and set up your account for the first time
- Connect secure bank feeds
That's it! We'll notify your accountant and they'll complete the next steps for you
If you have signed up for Prosaic directly via the Xero App Store
If you are a business or sole trader and have signed up to use Prosaic directly, to find and share expenses, follow these steps
- Sign in and set up your account for the first time
- Connect secure bank feeds
- Review expenses and find more deductions
- Share expense claims with your account, or sync to Xero or HNRY
Following these steps, you should be able to get up and running, and submit your first expense claim in under 10 minutes.
After that, Prosaic will continue to monitor your bank feeds for expenses, sending you a summary at the end of each month. It should only take a few minutes to sign in and complete your claims in future, whether you want to do it every month, at GST time, or simply once a year.
FAQs
Read our FAQs here
Try the interactive product demo
If you would like to walk step by step through setting up and using Prosaic for the first time, use our interactive product demo at
https://www.prosaic.works/tour
Next ➡️ Sign in and Setup Prosaic