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ProperSoft

Desktop converter that turns bank statements into files ready for accounting software import

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  • Founded 2015
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About ProperSoft

ProperSoft makes ProperConvert, a Windows and Mac application that converts bank and credit card statements into importable accounting files. The Canadian firm processes everything on the user's machine rather than uploading data to the cloud.

What ProperSoft does

  • Statement reading: handles text-based and scanned PDFs, image scans, online banking downloads, CSV files and older export formats.
  • Transaction preview: shows extracted transactions with dates, descriptions and amounts tidied so they can be checked first.
  • Accounting outputs: writes QBO, IIF and QBJ files for QuickBooks, plus formats for Quicken, Sage, Xero, Wave, NetSuite and Excel.
  • Local processing: conversion stays on the computer, which the company presents as a privacy safeguard for financial data.

Customers and markets

Bookkeepers, accountants and businesses who would otherwise retype statement lines into their accounts.

Key facts

  • Based in: Canada
  • Platforms: Windows and Mac
  • History: the company says it has taken a local, non-cloud approach since 2008

Profile written by TrustList from the business's own published information, Sep 2026.

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