Audience
Companies seeking a tool to convert transaction files to a format their accounting software imports
About ProperSoft
Need to import transactions, but the format is not supported by your accounting software? Try ProperSoft converters and make your transaction files importable. Import transactions from your bank into QuickBooks (PC/Mac/Online), Quicken, Xero, Excel/CSV, Sage (50/One), Wave Accounting, ZarMoney, MS Money, REACT, MYOB and others. Supported ( to and from ) CSV/Excel/TXT, PDF (text or scanned), QIF/QMTF, QFX, QBO, IIF, OFX, MT940/STA. Reconcile, track expenses using financial data you already have with minimal or no data entry. Desktop software for Windows or macOS. Used by many accountants, accounting professionals, CPAs, QuickBooks Pro Advisors, bookkeepers. Received from your clients (downloaded from their online banking or printed and scanned). Use advance renaming rules to adjust payee names, categories or assign categories based on payee names. Automatically determine your document setting for number and date formats.
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ProperConvert
ProperConvert converts transaction files to be compatible with your accounting software.
For bank and credit card transactions, the ProperConvert app converts from the following formats:
- CSV/XLS/XLSX/TXT (and copy/paste from any spreadsheet desktop or online software)
- PDF (downloaded from online banking, image-based, protected, scanned)
- QFX/OFX/QBO
- QIF/QMTF
- MT940/STA
The app converts into the file formats compatible with your accounting or personal finance or spreadsheet software:
- QuickBooks Desktop (all versions), convert to QBO or IIF format
- Quicken (convert to QFX, QIF, CSV Mint)
- Xero (convert to OFX, CSV)
- Sage (convert to OFX)
- Wave Accounting (convert to OFX)
- FreeAgent (convert to OFX)
- Banktivity (convert to QIF)
- Kashoo (convert to OFX)
- ZARMoney (convert to OFX)
- Excel (convert to CSV, Excel, clipboard)
- and many others importing standard financial file formats like OFX, QBO, QFX, QIF, IIF, CSV, MT940
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DocuClipper
Extract important data from any scanned or digital PDF document. Send it to Excel, QuickBooks, and other apps. DocuClipper uses OCR technology and can pull data from any digital or scanned document. DocuClipper works with both bank and credit card statements. DocuClipper has passed an independent security review by Intuit and follows security best practices. DocuClipper automatically pulls the transactions, dates, and other relevant data from any scanned or digital PDF bank statement. Hundreds of banks are supported, from big national banks to small credit unions. Automatically import the transactions into an Excel spreadsheet or download a file that can be imported into your accounting software. DocuClipper supports QuickBooks, Xero, Sage, and other popular accounting software. Conversion accuracy is ensured by automatic reconciliation, which compares transaction totals to summary information on the statement.
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Online Check Writer
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Pricing
Starting Price:
$19.99/month
Free Trial:
Free Trial available.
Integrations
No integrations listed.
Company Information
ProperSoft Inc.
Founded: 2015
Canada
www.propersoft.net
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Product Details
Platforms Supported
Windows
Mac
Training
Documentation
Videos
Support
Phone Support
Online
ProperSoft Frequently Asked Questions
ProperSoft Product Features
Accounting
Accounts Payable
Accounts Receivable
Bank Reconciliation
Expense Tracking
General Ledger
Nonprofits
Purchase Orders
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Fixed Asset Management
Fund Accounting
Government
Multi-Currency
Payroll Management
Project Accounting
Tax Management
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
Access Controls
Archiving & Retention
Document Assembly
Document Capture
Document Delivery
Document Indexing
Electronic Signature
Email Management
Forms Management
Print Management
Version Control
