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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 Neo-Capital?

Neo-Capital is an all-encompassing accounting solution tailored for small businesses, freelancers, accountants, and firms focused on financial services. The Online variant functions via a web browser, while the Desktop version can be installed on both Windows and macOS, empowering users to manage their financial documents locally without the need for internet access. This software simplifies a range of tasks, including generating invoices, creating estimates, overseeing bills, capturing receipts, tracking mileage, and conducting bank reconciliations, along with classifying transactions, pinpointing deductions, estimating quarterly taxes, and producing various financial reports. Advanced features in the Pro and Firm versions incorporate accrual accounting, a comprehensive chart of accounts, general ledger oversight, trial balance preparation, period closing processes, and functionalities for managing sales and purchase orders, inventory oversight, expense classification, job costing, and time tracking, while also ensuring an audit trail is maintained. The Firm version takes it a step further by enabling client bookkeeping management and offering read-only access to client dashboards for better collaboration. Users can conveniently import data from QuickBooks and connect with a variety of financial services, including banks, marketplaces, payment processors, advertising platforms, and payroll providers. Online subscription plans provide mobile access and integration with bank feeds, and an optional Connected service enhances the Desktop version with cloud capabilities, ensuring that users have seamless access to their data from any location. Ultimately, Neo-Capital is designed to optimize accounting workflows for its users, fostering improved efficiency and user-friendliness, making it an essential tool for modern financial management.

Media

Media

No images available

Integrations Supported

Integrations Supported

Amazon
Claude
Etsy
Gemini
Google Ads
Gusto
Meta Ads
Model Context Protocol (MCP)
OpenAI
PayPal
Plaid
Shopify
Stripe

API Availability

API Availability

Has API

Pricing Information

$19.99/month
Free Trial Offered?

Pricing Information

$19/month
Online plans cost $19/month or $190/year for Basic, $39/month or $390/year for Pro, and $99/month or $990/year for Firm; annual billing includes two months free. Desktop licenses are one-time purchases: $49 for Basic, $249 for Pro, and $899 for Firm. Optional Desktop Connected plans cost $15, $22, or $35 per month, depending on edition. Additional Online business books cost $9/month. Invoice card payments are subject to Stripe's standard processing fee plus Neo-Capital's 1% fee.
Free Trial Offered?

Supported Platforms

Windows
Mac

Supported Platforms

SaaS
Windows
Mac

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub

Training Options

Documentation Hub

Company Facts

Organization Name

ProperSoft Inc.

Date Founded

2015

Company Location

Canada

Company Website

www.propersoft.net

Company Facts

Organization Name

Neo-Capital LLC

Date Founded

2026

Company Location

United States

Company Website

neocapital.app

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

Accounting

Not specified

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