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ProperSoft

How would you rate ProperSoft?
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Wisconsin
1 review
0 helpful votes
Follow Aaron S.
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I had several years worth of investing transactions that wouldn't automatically download into Quicken. I manually stitched all the. Csv files together, and then used ProperConvert to generate a QIF file that Quicken could import. I still had to do some manipulation of the source. Csv file (e.g. To include the fund names as they appear in Quicken), but ProperConvert was a huge time saver and totally worth the price.

Date of experience: April 1, 2025
South Africa
1 review
0 helpful votes
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Satisfied With Software
March 27, 2025

Fast and efficient program. The support team also respond relatively quickly to queries. Some issues: Some bank statement formats from Capitec, ABSA and Standard Bank do not always convert correctly. Some Standard Bank statements - it get the debit and credit amounts converted opposite - Takes the bank charge amount instead of the credit amount Capitec Business - Doesn't pick up all the line items

Date of experience: March 7, 2025
California
1 review
1 helpful vote
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Smart software, friendly company.
September 25, 2021

Having used ProperSoft products for over five years, I can tell you that they excel in great software and friendly customer service. Their products have saved me countless hours of rote transaction input. And, whenever I have had a question - or didn't understand how a product worked with my apps, they answered promptly with genuine concern for getting my issue resolved. As a family run business, I applaud them on creating unique products that are backed by excellent customer care.

Date of experience: September 24, 2021
Sergiy T. ProperSoft Rep
over a year old

Thank you for your review, David!

Canada
1 review
0 helpful votes
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Great support from Sergiy. He cares.
November 1, 2021

I used Transactions to convert PDF bank statements into QFX to use in Quicken. It worked and saved me from having to enter all my transactions manually. What a relief!
It took a little bit of fiddling around to get things just right because this kind of stuff is not my area of expertise.
What really impressed me was the prompt personal support I got from Sergiy. He helped me figure things out and clearly wanted to make sure it worked for me. If I need to do convert transactions in the future I will use Transactions.
Steven C - Toronto

Date of experience: October 30, 2021
Sergiy T. ProperSoft Rep
over a year old

Thank you for your review, Steven!

Portugal
1 review
0 helpful votes
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Great support
July 28, 2020

Very useful to Import to MS Money data received when my bank changed its output format. Software is regularly updated, and
Support team is nice and very responsive so it matches any particular need.
Thank you

Date of experience: July 28, 2020
Sergiy T. ProperSoft Rep
over a year old

Thank you for your review, Patrice!

South Africa
1 review
0 helpful votes
Follow Pieter S.
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I import transactions regularly for many clients into various accounting software, from various source files. The functionality has always been good, and has evolved with time to assist me in having the correct file for a variety of banks when I need it. For what it was designed for and what I require, it is a perfect match. Thank you, ProperSoft!

Date of experience: November 11, 2020
Sergiy T. ProperSoft Rep
over a year old

Thank you for your review, Pieter!

Canada
1 review
0 helpful votes
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Support
November 24, 2020

The support from ProperSoft has been brilliant each time I've contacted them, not concerning the performance of their software which is excellent, but over settings, codes etc. It's 2nd to none. Would highly recommend them.

Date of experience: November 24, 2020
Sergiy T. ProperSoft Rep
over a year old

Thank you for your review, Stephen!

Illinois
1 review
0 helpful votes
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Amazing
September 13, 2023

This ProperSoft ProperConvert software is amazing. It has saved me so much time when I needed to convert bank statement pdf transactions to Excel to use to load into Quickbooks accounting software. My secret weapon is exposed. Thanks for creating this software.

Date of experience: September 12, 2023
Sergiy T. ProperSoft Rep
over a year old

Thank you for your review, Sandra!

Florida
1 review
0 helpful votes
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LIFE SAVER!
January 13, 2024

I am so thrilled to have come across this software that was a huge life saver to me. I needed to catch years of accounting for a client and this was just a simple as it gets process. I highly recommend anyone that needs to enter multiple transactions to give this software a try!

Date of experience: January 11, 2024
California
2 reviews
27 helpful votes
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Honest and helpful
January 15, 2023

Totally satisfied with the Propersoft Transactions product. The purchase was well worth it: It converts bank checking accounts and credit card accounts' statements to iif. Files that import very easily into QuickBooks desktop (in QBks, select File, Utilities, Import). This avoids having to buy new versions of QuickBooks, just to be able to download from the banks.
I also liked the interaction with the Propersoft people on the phone.

Date of experience: January 13, 2023
Sergiy T. ProperSoft Rep
over a year old

Thank you for your review!

Overview

ProperSoft has a rating of 4.6 stars from 139 reviews, indicating that most customers are generally satisfied with their purchases. Reviewers satisfied with ProperSoft most frequently mention customer service, credit card and bank statements. ProperSoft ranks 2nd among Accounting Software sites.

service
13
value
21
shipping
9
returns
6
quality
20