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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 Calxa?

Streamline your management reporting procedures to produce more accurate and professional insights that will improve your decision-making skills. Effective decision-making hinges on the availability of precise data that is presented clearly and understandably. Calxa integrates effortlessly with popular accounting systems such as MYOB AccountRight, MYOB Essentials, Xero, and QuickBooks Online. By following simple instructions, you can connect your accounts once and opt to receive updates as frequently as you need—whether that be monthly, weekly, or daily. You can easily import existing budgets from your accounting software or upload them via a spreadsheet. For those creating budgets from scratch, the Budget Factory Wizard offers a quick way to draft an initial budget, which can then be elaborated on using the advanced Budget Builder for more detailed management. Start with a pre-packaged Report Bundle Kit to dive into the most requested reports available. Furthermore, you can create workflows that schedule the delivery of reports at times and frequencies that suit your needs. Choose from an extensive library of reports, group them into batches, and automate their delivery to enhance efficiency and convenience. By doing so, you can guarantee that your insights remain current and easily accessible, allowing your team to make informed decisions promptly. Ultimately, this approach empowers your organization to respond swiftly to any changes in the financial landscape.

Media

Media

Integrations Supported

Integrations Supported

MYOB AccountRight
MYOB Acumatica
QuickBooks Online
Xero

API Availability

API Availability

Pricing Information

$19.99/month
Free Trial Offered?

Pricing Information

$30 per month
Free Version
Free Trial Offered?

Supported Platforms

Windows
Mac

Supported Platforms

SaaS
Windows

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub

Training Options

Documentation Hub
Webinars
On-Site Training

Company Facts

Organization Name

ProperSoft Inc.

Date Founded

2015

Company Location

Canada

Company Website

www.propersoft.net

Company Facts

Organization Name

Calxa

Date Founded

2008

Company Location

Australia

Company Website

www.calxa.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

Budgeting

"What If" Scenarios
Asset Planning
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Project Budgeting

Cash Flow Forecasting

Not specified

Financial Analytics

Not specified

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