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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 ProperConvert?

ProperConvert transforms various transaction file types into formats that are suitable for accounting software use. This versatile app can handle an array of formats for bank and credit card transactions, including CSV, XLS, XLSX, TXT (allowing users to copy and paste from any online or desktop spreadsheet), as well as PDF files that may be image-based, password-protected, or scanned. Additionally, it supports conversion from QFX, OFX, QBO, QIF, QMTF, and MT940/STA file types. The application ensures that the output files are compatible with a wide range of accounting, personal finance, and spreadsheet programs. Users can convert files for QuickBooks Desktop across all versions into QBO and IIF formats, while Quicken files can be transformed into QFX, QIF, or CSV Mint files. Furthermore, Xero users can convert their files to OFX or CSV formats, and Sage, Wave Accounting, FreeAgent, and Kashoo users can also convert their files to OFX. Banktivity users can expect their files to be converted into QIF, while ZARMoney can receive OFX files as well. The app also accommodates Excel users, allowing them to convert CSV and Excel files directly to the clipboard for easy access. In addition to these features, ProperConvert caters to many other users who frequently import standard financial file formats, such as QBO, QFX, IIF, CSV, or MT940, making it an invaluable tool for financial management.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

API Availability

Pricing Information

$19.99/month
Free Trial Offered?

Pricing Information

$19.99/month
Free Trial Offered?

Supported Platforms

Windows
Mac

Supported Platforms

Windows
Mac

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard 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

ProperSoft

Date Founded

2015

Company Location

Canada

Company Website

www.propersoft.net

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

File Converters

Other File Type Conversions
PDF Converter

PDF Converters

Not specified

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