ProperConvert

ProperConvert

ProperSoft
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+

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About

Extract important data from any scanned or digital PDF document. Send it to Excel, QuickBooks, and other apps. DocuClipper uses OCR technology and can pull data from any digital or scanned document. DocuClipper works with both bank and credit card statements. DocuClipper has passed an independent security review by Intuit and follows security best practices. DocuClipper automatically pulls the transactions, dates, and other relevant data from any scanned or digital PDF bank statement. Hundreds of banks are supported, from big national banks to small credit unions. Automatically import the transactions into an Excel spreadsheet or download a file that can be imported into your accounting software. DocuClipper supports QuickBooks, Xero, Sage, and other popular accounting software. Conversion accuracy is ensured by automatic reconciliation, which compares transaction totals to summary information on the statement.

About

ProperConvert converts transaction files to be compatible with your accounting software. For bank and credit card transactions, the ProperConvert app converts from the following formats: - CSV/XLS/XLSX/TXT (and copy/paste from any spreadsheet desktop or online software) - PDF (downloaded from online banking, image-based, protected, scanned) - QFX/OFX/QBO - QIF/QMTF - MT940/STA The app converts into the file formats compatible with your accounting or personal finance or spreadsheet software: - QuickBooks Desktop (all versions), convert to QBO or IIF format - Quicken (convert to QFX, QIF, CSV Mint) - Xero (convert to OFX, CSV) - Sage (convert to OFX) - Wave Accounting (convert to OFX) - FreeAgent (convert to OFX) - Banktivity (convert to QIF) - Kashoo (convert to OFX) - ZARMoney (convert to OFX) - Excel (convert to CSV, Excel, clipboard) - and many others importing standard financial file formats like OFX, QBO, QFX, QIF, IIF, CSV, MT940

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Enterprises seeking a solution to automate data extraction from bank statements, tax forms, invoices, reports, and digital document

Audience

Accountants, bookkeepers, small business owners

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$29 per month
Free Version
Free Trial

Pricing

$19.99/month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

DocuClipper
Founded: 2018
United States
www.docuclipper.com/docuclipper/

Company Information

ProperSoft
Founded: 2015
Canada
www.propersoft.net

Alternatives

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Categories

Categories

Data Entry Features

Abbreviation Detection
Data Capture and Transfer
Data Cleansing
Data Entry Verification
Data Search Flexibility
Duplicate Detection
Flexible Search
Image Entry
Library Conversion
Mis-Keyed Variation Detection
Phonetic Variation Detection

Data Extraction Features

Disparate Data Collection
Document Extraction
Email Address Extraction
Image Extraction
IP Address Extraction
Phone Number Extraction
Pricing Extraction
Web Data Extraction

Electronic Data Capture Features

Audit Trail
CRF Tracking
Data Entry
Data Verification
Distributed Capture
Document Imaging
Document Indexing
Forms Management
Remote Capture
Study Management

OCR Features

Batch Processing
Convert to PDF
ID Scanning
Image Pre-processing
Indexing
Metadata Extraction
Multi-Language
Multiple Output Formats
Text Editor
Zone Selection Tool

PDF Features

Annotations
Convert to PDF
Digital Signature
Encryption
Merge / Append
PDF Reader
Watermarking

File Converters Features

Archive Converter
Audio Converter
Batch Conversions
Document Converter
Email Converter
Image Converter
Other File Type Conversions
PDF Converter
Video Converter

Integrations

Google Docs
Microsoft Excel
QuickBooks Online
Sage Accounting
Xero

Integrations

Google Docs
Microsoft Excel
QuickBooks Online
Sage Accounting
Xero
Claim DocuClipper and update features and information
Claim DocuClipper and update features and information
Claim ProperConvert and update features and information
Claim ProperConvert and update features and information