Audience
Companies seeking a tool to convert transaction files to a format their accounting software imports
About ProperSoft
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.
Other Popular Alternatives & Related Software
ProperConvert
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
Learn more
DocuClipper
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.
Learn more
BANKTRUST
BANKTRUST is reconciliation-first software that converts PDF bank statements into verified, export-ready data for accounting workflows. It helps bookkeepers and accounting teams process PDF bank statements for cleanup, catch-up bookkeeping, monthly close, and bank reconciliation.
BANKTRUST checks statement balances, debits, credits, transaction totals, variance, and data quality before export. Unlike generic PDF converters, it is designed to help users verify whether statement data is ready for the books before importing it into accounting workflows.
The platform supports CSV, QBO, and Xero-ready exports without requiring bank login credentials.
Learn more
eZ Account Import
eZ Account Import enables you to easily import your online banking data into QuickBooks in just a few clicks. It supports the reading of all standard online banking download formats such as Quicken (.qif or .qfx), Money(.ofx) and Excel (.csv, .xls, .xlsx). eZ Account Import is more than just a file converter, it’s an integrated application with QuickBooks. In just three simple steps, eZ Account Import transfers your online banking transactions to your QuickBooks bank register. Chart of accounts, lists, and transactions from QuickBooks is accessible and viewable within the application. Quickly add transactions directly into QuickBooks with the status of each transaction import displayed to the user. Import a transaction as a check, deposit, payment received, or bill payment into QuickBooks. Quickly set up mappings to memorize QuickBooks payee, account, class, and customer for transactions based upon transaction description.
Learn more
Pricing
Starting Price:
$19.99/month
Free Trial:
Free Trial available.
Integrations
No integrations listed.
Company Information
ProperSoft Inc.
Founded: 2015
Canada
www.propersoft.net
Videos and Screen Captures
Other Useful Business Software
Veeam Data Platform v13.1 - Get Your Free Trial
Try Veeam Data Platform today. Experience the unified platform that's secure by design, portable by default, and proven to recover clean, fast, and anywhere.
Product Details
Platforms Supported
Windows
Mac
Training
Documentation
Videos
Support
Phone Support
Online
ProperSoft Frequently Asked Questions
ProperSoft Product Features
Accounting
Accounts Payable
Supported
Accounts Receivable
Supported
Bank Reconciliation
Supported
Expense Tracking
Supported
General Ledger
Supported
Nonprofits
Supported
Purchase Orders
Supported
Billing & Invoicing
Not Supported
CPA Firms
Not Supported
Cash Management
Not Supported
Cryptocurrency Support
Not Supported
Fixed Asset Management
Not Supported
Fund Accounting
Not Supported
Government
Not Supported
Multi-Currency
Not Supported
Payroll Management
Not Supported
Project Accounting
Not Supported
Tax Management
Not Supported
Document Management
Collaboration Tools
Supported
Compliance Tracking
Supported
Document Archiving
Supported
Document Conversion
Supported
Document Retention
Supported
File Recovery
Supported
File Type Conversion
Supported
Full Text Search
Supported
Offline Access
Supported
Optical Character Recognition
Supported
Access Controls
Not Supported
Archiving & Retention
Not Supported
Document Assembly
Not Supported
Document Capture
Not Supported
Document Delivery
Not Supported
Document Indexing
Not Supported
Electronic Signature
Not Supported
Email Management
Not Supported
Forms Management
Not Supported
Print Management
Not Supported
Version Control
Not Supported
