ProperConvert

ProperConvert

ProperSoft
+
+

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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 Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Supported
Mac Supported
Linux Not Supported
Cloud Not Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

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 Not Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$29 per month
Free Version Not Supported
Free Trial Supported

Pricing

$19.99/month
Free Version Not Supported
Free Trial Supported

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

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 Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

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

Company Information

ProperSoft
Founded: 2015
Canada
www.propersoft.net

Alternatives

Alternatives

Caelum AI

Caelum AI

Mindrops
Clipper

Clipper

rojekti
ProperSoft

ProperSoft

ProperSoft Inc.

Categories

Data Entry Supported
Data Extraction Supported
OCR Supported
PDF Supported

Categories

File Converters Supported
PDF Converters Supported

Data Entry Features

Abbreviation Detection Not Supported
Data Capture and Transfer Supported
Data Cleansing Not Supported
Data Entry Verification Not Supported
Data Search Flexibility Not Supported
Duplicate Detection Not Supported
Flexible Search Not Supported
Image Entry Not Supported
Library Conversion Not Supported
Mis-Keyed Variation Detection Not Supported
Phonetic Variation Detection Not Supported

Data Extraction Features

Disparate Data Collection Not Supported
Document Extraction Supported
Email Address Extraction Not Supported
Image Extraction Not Supported
IP Address Extraction Not Supported
Phone Number Extraction Not Supported
Pricing Extraction Not Supported
Web Data Extraction Not Supported

Electronic Data Capture Features

Audit Trail Not Supported
CRF Tracking Not Supported
Data Entry Not Supported
Data Verification Not Supported
Distributed Capture Not Supported
Document Imaging Not Supported
Document Indexing Supported
Forms Management Supported
Remote Capture Not Supported
Study Management Not Supported

OCR Features

Batch Processing Supported
Convert to PDF Not Supported
ID Scanning Not Supported
Image Pre-processing Supported
Indexing Supported
Metadata Extraction Not Supported
Multi-Language Supported
Multiple Output Formats Supported
Text Editor Not Supported
Zone Selection Tool Supported

PDF Features

Annotations Not Supported
Convert to PDF Not Supported
Digital Signature Not Supported
Encryption Not Supported
Merge / Append Not Supported
PDF Reader Supported
Watermarking Not Supported

File Converters Features

Archive Converter Not Supported
Audio Converter Not Supported
Batch Conversions Not Supported
Document Converter Not Supported
Email Converter Not Supported
Image Converter Not Supported
Other File Type Conversions Supported
PDF Converter Supported
Video Converter Not Supported

Integrations

Google Docs Supported
Microsoft Excel Supported
QuickBooks Online Supported
Sage Accounting Supported
Xero Supported

Integrations

Google Docs Not Supported
Microsoft Excel Not Supported
QuickBooks Online Not Supported
Sage Accounting Not Supported
Xero Not Supported
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