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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 Business Importer?

Effortlessly transfer files straight to your chosen accounting software with zero manual effort required. This allows for seamless data recording in applications like QuickBooks, Xero, Sage Business Cloud Accounting, or MYOB, all while supporting imports from formats such as Excel, CSV, or Google Sheets and providing real-time result monitoring. We offer an intuitive file template that facilitates a one-click import process, making the task even easier. Furthermore, you have the capability to export various lists or items from your accounting software into an Excel file, simplifying the migration of company files. By eliminating outdated or inaccurate data, you can also set up automatic recurring imports without the need to open the application each time. The platform enables uploads directly from cloud storage services, allows for the scheduling of regular imports, provides options to reverse data imports when needed, and supports multiple simultaneous imports. With a myriad of additional features available, this efficient approach not only conserves time but also enhances the precision of your financial data management, ensuring your accounting tasks are handled effortlessly.

Media

Media

Integrations Supported

Integrations Supported

Dropbox
Google Drive
Google Sheets
Hyperfish
MYOB
MYOB Acumatica
Microsoft Excel
QuickBooks Online
QuickBooks Online Advanced
Sage Accounting
Xero

API Availability

API Availability

Has API

Pricing Information

$19.99/month
Free Trial Offered?

Pricing Information

$10 per month
Free Trial Offered?

Supported Platforms

Windows
Mac

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

ProperSoft Inc.

Date Founded

2015

Company Location

Canada

Company Website

www.propersoft.net

Company Facts

Organization Name

CloudBusiness

Date Founded

2016

Company Location

United States

Company Website

b-importer.com

Categories and Features

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Expense Tracking
General Ledger
Nonprofits
Purchase Orders

Document Management

Collaboration Tools
Compliance Tracking
Document Archiving
Document Conversion
Document Retention
File Recovery
File Type Conversion
Full Text Search
Offline Access
Optical Character Recognition

Categories and Features

Bookkeeping

Accounts Payable
Accounts Receivable
Billing & Invoicing
Collections
Expense Tracking
General Ledger

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