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Average Ratings 0 Ratings

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ease
features
design
support

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Description

Eliminate the stress of financial management and bring enjoyment back into your life with our innovative finance software. Effortlessly oversee your finances while on the go with our online personal finance platform. You can download our desktop version for Windows computers and access our mobile app available for both Android devices and Apple products like iPhones and iPads. With our highly secure 2048-bit encrypted connection, you can link to your bank and download real-time transactions, or you may choose to manually upload your bank statements. Our user-friendly import feature allows you to easily transfer data from Quicken and Microsoft Money into our personal finance software. Capture receipts using the BankTree Mobile app and seamlessly sync them with your desktop, so all your receipts are conveniently available on your computer. Alternatively, utilize our online application to back up your receipts securely in the cloud, ensuring you have access to them anytime, anywhere. This comprehensive approach allows you to manage all aspects of your finances effortlessly and enjoyably.

Description

ProperConvert converts transaction file to be compatible with accounting software. The ProperConvert app can convert the following formats to bank and credit card transactions: - CSV/XLS/XLSX/TXT (copy/paste any spreadsheet from an online or desktop software) PDF (downloaded from an online bank, image-based and protected, scanned - QFX/OFX/QBO - QIF/QMTF - MT940/STA The app converts to the file formats compatible for your accounting, personal finance, or spreadsheet software. - QuickBooks Desktop (all Versions), convert to QBO and IIF format - Quicken (convert QFX, QIF or CSV Mint). - Xero (convert TO OFX, CSV). - Sage (converts to OFX). Wave Accounting (converts to OFX). - FreeAgent (convert TO OFX) - Banktivity (convert into QIF) - Kashoo (convert TO OFX) - ZARMoney (converts to OFX). - Excel (convert CSV, Excel to clipboard) - and many other users who import standard financial file formats such as QBO, QFXX, IIF, CSV or MT940

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Quicken

Integrations

Quicken

Pricing Details

$40 per month
Free Trial
Free Version

Pricing Details

$19.99/month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

BankTree

Website

www.banktree.co.uk

Vendor Details

Company Name

ProperSoft

Founded

2015

Country

Canada

Website

www.propersoft.net

Product Features

Product Features

File Converters

Archive Converter
Audio Converter
Batch Conversions
Document Converter
Email Converter
Image Converter
Other File Type Conversions
PDF Converter
Video Converter

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Alternatives

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