ProperSoft

ProperSoft

ProperSoft Inc.
SurePay

SurePay

SurePay B.V.
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About

Need to import transactions, but the format is not supported by your accounting software? Try ProperSoft converters and make your transaction files importable. Import transactions from your bank into QuickBooks (PC/Mac/Online), Quicken, Xero, Excel/CSV, Sage (50/One), Wave Accounting, ZarMoney, MS Money, REACT, MYOB and others. Supported ( to and from ) CSV/Excel/TXT, PDF (text or scanned), QIF/QMTF, QFX, QBO, IIF, OFX, MT940/STA. Reconcile, track expenses using financial data you already have with minimal or no data entry. Desktop software for Windows or macOS. Used by many accountants, accounting professionals, CPAs, QuickBooks Pro Advisors, bookkeepers. Received from your clients (downloaded from their online banking or printed and scanned). Use advance renaming rules to adjust payee names, categories or assign categories based on payee names. Automatically determine your document setting for number and date formats.

About

SurePay provides payee and bank-account verification for banks, payment service providers, and organizations. Its Verification of Payee and Confirmation of Payee services compare beneficiary names with account details before payments are sent and return match, close-match, or no-match results. Customers can integrate checks through APIs or use portal and batch-check options for account verification. Additional services include cross-border payment validation, account-switch notifications, and fraud-risk signals that support payment operations, supplier onboarding, and fraud monitoring.

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

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

Audience

Companies seeking a tool to convert transaction files to a format their accounting software imports

Audience

Banks, payment service providers, financial institutions, corporates, government organizations, and payment associations seeking to verify payee or bank-account details, support supplier and customer onboarding, or add payment-fraud signals to operational monitoring.

Support

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

Support

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

API

Offers API Not Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

No images available

Pricing

$19.99/month
Free Version Not Supported
Free Trial Supported

Pricing

Β£2,400/year
UK account-verification subscriptions: Insight Starter is Β£2,400/year excluding VAT for 900 checks/year and 5 portal users; Insight Pro is Β£4,900/year excluding VAT for 4,000 checks/year and 10 portal users. API Connect is quoted and starts at 16,000 checks/year. Bank API pricing is quoted to fit requirements and may include a one-time connection fee plus per-call charges based on transaction volume.
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

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

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

Company Information

ProperSoft Inc.
Founded: 2015
Canada
www.propersoft.net

Company Information

SurePay B.V.
Founded: 2016
Netherlands
www.surepay.eu/

Alternatives

Alternatives

eZ Account Import

eZ Account Import

Zachary Systems
ProperConvert

ProperConvert

ProperSoft

Categories

Accounting Supported

Categories

Bank Verification Supported
Fraud Detection Supported

Accounting Features

Accounts Payable Supported
Accounts Receivable Supported
Bank Reconciliation Supported
Billing & Invoicing Not Supported
Cash Management Not Supported
CPA Firms Not Supported
Cryptocurrency Support Not Supported
Expense Tracking Supported
Fixed Asset Management Not Supported
Fund Accounting Not Supported
General Ledger Supported
Government Not Supported
Multi-Currency Not Supported
Nonprofits Supported
Payroll Management Not Supported
Project Accounting Not Supported
Purchase Orders Supported
Tax Management Not Supported

Document Management Features

Access Controls Not Supported
Archiving & Retention Not Supported
Collaboration Tools Supported
Compliance Tracking Supported
Document Archiving Supported
Document Assembly Not Supported
Document Capture Not Supported
Document Conversion Supported
Document Delivery Not Supported
Document Indexing Not Supported
Document Retention Supported
Electronic Signature Not Supported
Email Management Not Supported
File Recovery Supported
File Type Conversion Supported
Forms Management Not Supported
Full Text Search Supported
Offline Access Supported
Optical Character Recognition Supported
Print Management Not Supported
Version Control Not Supported

Integrations

No info available.

Integrations

No info available.
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