Propense.ai

Your firm's biggest growth lever is already inside your client base.

Propense turns your existing book of business into a continuous engine for cross-sell, retention, and revenue growth — purpose-built for accounting and law firms.

$0
uncaptured revenue surfaced at a single Top 30 firm — entirely inside their existing client base
~0%
of IPA Top 100 already running Propense in the background
0%
recommendation accuracy, validated against real cross-sell outcomes at LBMC

Most firms are sitting on a massive whitespace problem.

79%
of clients buy only ONE service from your firm
Your data already shows what they need next. Propense reads it — continuously.
1.23
average services per client across the industry
Top-performing firms running structured cross-sell reach 1.7+. The gap is the opportunity.
$1B+
uncaptured opportunity at one Top 30 firm
Surfaced entirely inside their existing book — not a single new logo needed.
The whitespace doesn't go away. It goes to the firm that sees it first.

Three capabilities. One continuous growth engine.

🔍
Whitespace
What every client needs next
Six proprietary data science models map each client's service history and surface the highest-confidence next engagement — ranked, with confidence scores your partners trust.
Example: "Your 23 Manufacturing clients using Tax Advisory are 4× more likely to need M&A Advisory next."
⚡
Triggers
When the window opens
M&A, funding rounds, leadership changes, and regulatory events — monitored continuously and mapped to the right partner and service line the day they happen.
Example: "Dataminr secured $485M — creates immediate SALT exposure across 3 new jurisdictions for your existing client."
📬
Activation
Partner-ready, zero logins
Hatfield, Propense's agentic BD assistant, delivers ready-to-send emails directly to each professional's inbox — the insight, the angle, and the draft, all in one.
Example: LBMC turned a trigger into a closed Tax Advisory engagement in 4 days. Partner sent the email in under a minute.

Every client, ranked by what they need next.

Propense maps your entire book of business — surfacing the highest-value cross-sell opportunities across every service line and industry vertical.

Client Recommended Service Confidence Est. Value Status
Apex Holdings
Private Equity · Mid-Market
M&A Tax Advisory
94%
$280K
Summit Medical Group
Healthcare · Growth Stage
SALT Consulting
88%
$145K
Meridian Real Estate
Real Estate · Enterprise
Audit + Advisory
83%
$320K
Thornton & Partners
Technology · VC-backed
Cybersecurity Advisory
77%
$95K
Cascade Logistics
Manufacturing · Mid-Market
Employee Benefits
71%
$62K
Showing 5 of 2,847 recommendations across your book $870M uncaptured

From market signal to closed engagement — in days, not quarters.

1
Signal Detected
News event lands — M&A, leadership change, or funding round — in real time
→
2
Clients Matched
Propense maps the trigger to your affected clients by industry, service mix & relationship
→
3
Partners Ranked
Top partners surfaced with confidence scores and the right cross-sell angle for each client
→
4
Email Generated
Partner-voice draft referencing the exact signal — ready to send with one click
Real Result — LBMC (IPA #35)
M&A trigger identified → 14 clients mapped → partner alerted with SALT angle → Tax Advisory engagement closed in 4 days. The partner sent the email in under a minute.

Meet Hatfield — your agentic BD assistant.

Delivered straight to every professional's inbox. The insight, the angle, and the draft — no dashboard login required.

Mail — partner@yourfirm.com
BD Team10:30 AM
Q2 cross-sell report
Please review before Thursday's…
Hatfield · Propense.aijust now
BD plan: Dataminr — SALT Advisory
Why now, the angle, and 3 talking points…
Calendar9:00 AM
Partner meeting in 30 mins
Review agenda before joining…
LinkedInYesterday
5 people viewed your profile
See who's looking at your work…
From Hatfield · Propense.ai · to partner@yourfirm.com
BD plan: Dataminr — SALT Advisory
Your client Dataminr just triggered a high-confidence cross-sell moment.
💡 Why Now
Dataminr secured $485M financing, expanding into EMEA & Asia — creating multi-jurisdictional SALT exposure ahead of IPO readiness.
✓ BD Angle
Target: Tiffany Buchanan, CFO. Revenue across new geographies = overlapping state obligations. SALT advisory protects EBITDA and gets them IPO-ready.
💬 Talking Points — Ready to Send
1. EMEA & Asia expansion → optimize across overlapping regimes  2. New product lines compound tax complexity  3. IPO readiness demands audit-ready SALT
propense.ai
The modern growth engine for accounting and law firms.
$1B+
uncaptured revenue
surfaced
87%
recommendation
accuracy
~20%
of IPA Top 100
already on Propense
3×
client base growth
in 24 months
propense.ai · Backed by Thomson Reuters Ventures
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