ProperSoft Description
You need to import transactions but your accounting software does not support the format. ProperSoft Converters will make your transaction files easily importable. Import transactions from your bank into QuickBooks, Quicken, Xero Excel/CSV Sage (50/One), Wave Accounting and ZarMoney. Supported (to and from ) CSV/Excel/TXT (text or scan), QIF/QMTF. QBO, IIF/OFX, MT940/STA. You can easily reconcile and track expenses with financial data that you already have, with little or no data entry. Desktop software for Windows and macOS. Many accountants, accounting professionals and bookkeepers use this software. Received from clients (downloaded from their online banking, printed and scanned). Advance renaming rules can be used to adjust payee names and categories, or to assign categories based upon payees names. Automatedly determine the number and date formats for your document settings.
ProperSoft Alternatives
FISPAN is a leader in embedded ERP banking, connecting financial institutions directly to the ERP and accounting systems businesses rely on every day. By embedding secure banking functionality inside NetSuite, Sage Intacct, Microsoft Dynamics 365 Business Central, Workday, QuickBooks, and Xero, FISPAN eliminates manual file uploads and disconnected workflows.
Automate accounts payable, streamline accounts receivable, enable reliable bank feeds, initiate payments, manage expense reimbursements, and access near real-time cash visibility, all within your ERP. FISPAN’s secure API connectivity ensures accurate transaction data flows directly into your reconciliation module, reducing errors, improving efficiency, and enhancing financial control.
Designed for banks, businesses, and ERP partners, FISPAN transforms ERP systems into fully connected financial command centers.
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Fraxion helps mid-market finance teams take control of spend with a single procure-to-pay platform covering procurement, accounts payable, expenses, and spend management. Instead of managing disconnected purchasing and finance processes, organizations can oversee the full spend lifecycle in one place.
From requisition and purchasing through invoicing and payment, Fraxion provides automated PO workflows, configurable multi-level approvals, budget and policy controls, PunchOut and catalog capabilities, AI-enabled AP automation, spend intelligence, payments, and a mobile experience for managing spend anywhere.
Each transaction is tracked with a comprehensive audit trail, providing finance leaders with greater visibility and accountability. Fraxion is built for the Office of the CFO and supports a flexible path to adoption: teams can begin with procurement or AP and add capabilities over time to create a complete procure-to-pay environment without starting over.
Fraxion is SOC 2-compliant and connects with major accounting and ERP systems such as Sage, Microsoft Dynamics, NetSuite, QuickBooks, and Xero. It has served mid-market organizations in healthcare, life sciences, agriculture, education, and natural resources for over two decades.
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DocuClipper
DocuClipper allows users to extract crucial information from both scanned and digital PDF documents and seamlessly transfer it to applications like Excel and QuickBooks. Utilizing advanced OCR technology, it is capable of retrieving data from a wide range of documents, including bank and credit card statements. The platform has successfully undergone a thorough security assessment by Intuit and adheres to stringent security protocols. With DocuClipper, users can efficiently extract transactions, dates, and other pertinent information from any type of PDF bank statement. It supports hundreds of financial institutions, ranging from major national banks to local credit unions. Users can effortlessly import transaction data into an Excel file or obtain a downloadable format suitable for integration with accounting software. In addition to QuickBooks, DocuClipper is compatible with other popular accounting tools such as Xero and Sage. The reliability of conversion is enhanced by an automatic reconciliation process that ensures transaction totals match the summary details on the statement, providing peace of mind to users managing their financial records. This makes DocuClipper an invaluable asset for anyone looking to streamline their financial documentation and reporting process.
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ProperConvert
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
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Pricing
Pricing Starts At:
$19.99/month
Free Trial:
Yes
Integrations
No Integrations at this time
Company Details
Company:
ProperSoft Inc.
Year Founded:
2015
Headquarters:
Canada
Website:
www.propersoft.net
Media
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Product Details
Platforms
Windows
Mac
Types of Training
Training Docs
Training Videos
Customer Support
Business Hours
Online Support
ProperSoft Features and Options
Accounting Software
Accounts Payable
Accounts Receivable
Bank Reconciliation
Expense Tracking
General Ledger
Nonprofits
Purchase Orders
Document Management Software
Collaboration Tools
Compliance Tracking
Document Archiving
Document Conversion
Document Retention
File Recovery
File Type Conversion
Full Text Search
Offline Access
Optical Character Recognition
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