ProperSoft

ProperSoft

ProperSoft Inc.
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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

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. β€œWhat did my department spend last month?” β€œWhich suppliers are we paying, and how much?” β€œHas this invoice been paid?” 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

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 Supported

Audience

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

Audience

All businesses using cloud accounting software/systems like Xero, Quickbooks Online (QBO)

Support

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

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$19.99/month
Free Version Not Supported
Free Trial Supported

Pricing

Free
Free for finance/accounting users
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 Not Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Company Information

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

Company Information

Vizii
Founded: 2022
Canada
vizii.com

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Categories

Accounting Supported

Categories

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

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

Integrations

QuickBooks Online Not Supported
Xero Not Supported

Integrations

QuickBooks Online Supported
Xero Supported
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