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Common Questions

Frequently Asked Questions

ProBooks is a cloud-based bookkeeping platform that uses AI to automate invoicing, expense management, and financial reporting for businesses of all sizes.

Upload invoices from the Uploads area or drag-and-drop files. ProBooks will scan and extract key fields automatically, then you can review and confirm with one click.

Yes. ProBooks integrates with popular tools like Xero, Zoho, QuickBooks, and more to sync invoices, expenses, and transactions automatically.

We use encryption in transit and at rest, role-based access controls, and regular security reviews to keep your financial data protected.

Absolutely. Invite team members or accountants with permissions that match their role, so collaboration stays simple and secure.

You’ll get in-app help, email support, and onboarding guidance. Higher tiers can include priority support and dedicated account assistance.

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