ProperSoft Accounting Suite

ProperSoft Accounting Suite is a desktop conversion tool, sold under the ProperConvert name, for people who hold transaction data in a format their accounting package will not accept. It serves accountants, bookkeepers and small businesses, and it works locally on Windows and macOS computers.

What ProperSoft Accounting Suite offers

• Statement extraction — reads text-based and scanned PDF statements, CSV, Excel, OFX, QFX, QBO, QIF and MT940 files and shows the transactions on screen.
• Review and editing — lets users sort, exclude or correct transactions before conversion.
• Renaming rules — adjusts payee names and assigns categories automatically.
• Import-ready output — writes QBO, IIF or QBJ files, plus CSV for Excel.
• Date and number control — handles regional date and numeric formats for input and output.

Who it works with

Accountants, CPAs, bookkeepers and small businesses that import bank or credit card data into QuickBooks, Quicken, Xero, Sage, Wave, NetSuite, MYOB and similar packages.

Key facts

• Platforms: Windows and macOS desktop
• Privacy: conversion runs on the user's own computer, with no cloud upload
• Founded: 2008