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What is ProperSoft?

If your accounting software lacks the ability to import transaction files in the required format, ProperSoft Converters can facilitate the conversion, allowing you to seamlessly import transaction data from your bank into popular accounting platforms such as QuickBooks, Quicken, Xero, Excel/CSV, Sage (50/One), Wave Accounting, and ZarMoney. The software supports a range of formats for both importing and exporting, including CSV, Excel, TXT, QIF, QMTF, QBO, IIF, OFX, and MT940/STA. This functionality allows for efficient reconciliation and expense tracking using your existing financial data with minimal manual data entry required. It is compatible with both Windows and macOS, making it accessible for many users. Countless accountants, financial professionals, and bookkeepers rely on this software to streamline their processes. Clients can receive transaction files from their online banking services, which can then be printed and scanned. Additionally, advanced renaming rules enable users to modify payee names and categories or to automatically assign categories based on payee names, enhancing organizational efficiency. Furthermore, the software intelligently determines the appropriate number and date formats for your document settings, ensuring a smooth user experience.

What is ACH Universal?

Effortlessly create and dispatch ACH and positive pay files. Have you found yourself needing to produce an ACH (NACHA) file for your banking operations? ACH Universalâ„¢ streamlines the generation of ACH files for a multitude of functions such as employee direct deposits, customer collections, vendor payments, and transactions with government agencies, while also facilitating the transfer of funds between various bank accounts. It works seamlessly with internal systems, allowing users to generate ACH files directly from QuickBooks or through integration with Excel spreadsheets and CSV formats. Moreover, it is compatible with all leading accounting software, including Peachtree, Microsoft Dynamics GP/NAV/AX, Sage, ACCPAC, Macola, Epicor, Lawson, JD Edwards, SAP, MAS 90/200/500, PeopleSoft, and Oracle Financial's. In addition, any legacy systems capable of exporting data to Excel or CSV formats can also be utilized. The ACH files produced by ACH Universal are guaranteed to meet your bank's compatibility requirements, ensuring that transactions proceed without a hitch. With routine software updates, it remains in line with all necessary regulations and standard entry class codes. Treasury Software proudly carries the title of a NACHA Preferred Partner, which speaks volumes about its reliability. By incorporating these advanced features, ACH Universal emerges as a standout choice for all your ACH file generation requirements, making banking tasks more efficient and manageable.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

$19.99/month
Free Trial Offered?
Free Version

Pricing Information

$19.95 per user, per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

ProperSoft Inc.

Date Founded

2015

Company Location

Canada

Company Website

www.propersoft.net

Company Facts

Organization Name

Treasury Software

Company Location

United States

Company Website

www.treasurysoftware.com

Categories and Features

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

Categories and Features

Payment Processing

ACH Check Transactions
Bitcoin Compatible
Debit Card Support
Gift Card Management
Mobile Payments
Online Payments
POS Transactions
Receipt Printing
Recurring Billing
Signature Capture

Treasury

Cash Management
Debt Management
For Government
For Hedge Funds
Forecasting
Liquidity Management
Payment Management
Risk Management

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