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Ratings and Reviews 0 Ratings
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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 LedgerDocs?
LedgerDocs offers a variety of methods for uploading financial documents, which greatly simplifies the management of your accounting responsibilities. This document management system is compatible with popular accounting platforms such as QuickBooks, Sage 50, Xero, and Kashoo, making it a powerful tool for improving bookkeeping and accounting efficiency. By minimizing the reliance on extensive email exchanges, collaboration becomes more streamlined, allowing every team member to easily access essential documents within LedgerDocs. You can invite colleagues to your company workspace and take advantage of organizational features like notes, tags, and file sharing for each document you upload. Tailored to promote effective teamwork among business owners, accountants, and bookkeepers, this platform ensures that financial documents are accessible from anywhere at any time, significantly easing the accounting process. Users can upload documents through the app, or via mobile devices, scanners, email, or even Dropbox, providing great flexibility. Furthermore, you have the option to set up automatic retrieval of bank and credit union statements, which enhances your financial oversight. This holistic approach not only saves valuable time but also keeps everyone involved on the same page, creating a more cohesive working environment. Consequently, LedgerDocs empowers users to focus on strategic financial decisions rather than getting bogged down in administrative tasks.
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
$14 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
LedgersOnline
Date Founded
2002
Company Location
Canada
Company Website
www.ledgerdocs.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
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