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.
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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
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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.
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Snap photos of your receipts and link them to expenses right from your phone. Our agents are ready and available to answer all your QuickBooks questions. Use the apps you know and love to keep your business running smoothly. QuickBooks Online works on your PC, Mac, tablets, and phones.
Click the link above to get a 30 day free trial and 50% off your first 3 months.
More than accounting software. QuickBooks helps you track income, expenses, and stay ready for taxes. Customers find on average $3,534 in tax savings per year.
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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
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Custom VMs From 1 to 96 vCPUs With 99.95% Uptime
Live migration and automatic failover keep workloads online through maintenance. One free e2-micro VM every month.
Product Details
Platforms Supported
Windows
Mac
Training
Documentation
Videos
Support
Phone Support
Online
ProperSoft Frequently Asked Questions
Q: What kinds of users and organization types does ProperSoft work with?
ProperSoft works with these users and organization types: Mid Size Business, Small Business, Enterprise, Freelance, Nonprofit, Government, and Startup.
Q: What languages does ProperSoft support in their product?
ProperSoft supports these languages: English.
Q: What kind of support options does ProperSoft offer?
ProperSoft offers support via phone support and online.
Q: What type of training does ProperSoft provide?
ProperSoft provides training in the form of documentation and videos.
Q: Does ProperSoft offer a free trial?
Yes, ProperSoft offers a free trial.
Q: How much does ProperSoft cost?
Pricing for ProperSoft starts at $19.99/month.
Q: What pricing for support is available for ProperSoft?
ProperSoft offers support included with purchase.
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
