ProperSoftProperSoft Inc.
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Related Products
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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.
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About
Stop answering the same finance questions every month. Vizii connects to Xero or QuickBooks in minutes and turns your data into clear, live dashboards β then lets you share exactly the right numbers with the right people.
βWhat did my department spend last month?β βWhich suppliers are we paying, and how much?β βHas this invoice been paid?β With Vizii, your team, managers, investors and accountant can answer these themselves.
What you get
Purchases & sales dashboards: spend, revenue, paid vs outstanding, top suppliers and customers, days to pay
Budget vs actual and balance sheet at a glance
Filters by tracking category (Xero), class (QuickBooks), account, supplier or customer
Branded reports in one click: PDF, PowerPoint or web
Secure, read-only sharing: give each person access to only the categories or accounts they need
Always up to date: syncs with Xero and QuickBooks, and never changes your accounting data
Why accountants and finance teams love Vizii
No more export
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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
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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
Supported
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Audience
Companies seeking a tool to convert transaction files to a format their accounting software imports
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Audience
All businesses using cloud accounting software/systems like Xero, Quickbooks Online (QBO)
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$19.99/month
Free Version
Not Supported
Free Trial
Supported
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Pricing
Free
Free for finance/accounting users
Free Version
Not Supported
Free Trial
Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Training
Documentation
Not Supported
Webinars
Not Supported
Live Online
Supported
In Person
Supported
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Company InformationProperSoft Inc.
Founded: 2015
Canada
www.propersoft.net
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Company InformationVizii
Founded: 2022
Canada
vizii.com
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Categories |
Categories |
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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
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Financial Management Features
Budgeting & Forecasting
Supported
Cash Management
Not Supported
Consolidation / Roll-Up
Not Supported
Currency Management
Not Supported
Financial Reporting
Supported
Investment Management
Not Supported
Project Management
Not Supported
Revenue Recognition
Supported
Risk Management
Not Supported
Tax Management
Not Supported
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Integrations
QuickBooks Online
Not Supported
Xero
Not Supported
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