ProperSoft alternatives: ProperConvert on the desktop or a web converter

If you're looking for a ProperSoft alternative because you remember buying one converter per format, that problem has mostly gone away: ProperSoft merged CSV2QBO, PDF2QBO and its other utilities into a single desktop app, ProperConvert. The real decision now is desktop versus web, meaning local processing on one hand and verification and team access on the other. (Disclosure: we build a web converter, so weigh what follows accordingly.)

What ProperSoft sells today

As of October 2026, ProperSoft's site lists one product. According to that page, ProperConvert:

• reads text-based and scanned PDF statements, CSV, Excel, OFX/QFX/QBO and QIF files;
• writes QBO (Web Connect) and IIF for QuickBooks, QFX/QIF for Quicken, OFX or custom CSV for Xero, Sage and Wave, and plain Excel/CSV;
• runs on your own Windows PC or Mac and processes files locally;
• starts at $19.99 a month, with a free trial that can produce a test import file.

That's a capable tool, and for a solo bookkeeper who wants files to stay on one machine it may be all you need. Check ProperSoft's pricing page for the current tiers, because the plans differ in support and seats.

When a web converter is the better fit

• You want each conversion checked. Translating rows into QBO syntax is the easy part. The harder question is whether every row was read correctly. A converter that adds up the transactions and compares the result with the statement's printed opening and closing balances will catch a misread digit before it reaches the books. Here is how we do that.
• More than one person does the work. A desktop license lives on one machine. A firm where several people convert statements, or where work moves between offices, gets more from a shared account than from per-seat installs.
• Your input is mostly scans. Both kinds of tool claim scan support. Run your worst phone photo or fax-quality PDF through each one and compare totals. That test tells you more than either vendor's claims do. Background: getting numbers you can trust from scans.

When to stay with ProperConvert

• Statements must not leave your computer. That's a policy question, not a feature comparison, and a local app answers it. Our security page says what we do with uploads, but no web tool can say "never uploaded". One exception: our CSV to QBO converter runs entirely in your browser, and the file never leaves the page.
• You need IIF or Quicken formats. We export Excel, CSV, QuickBooks CSV, .qbo/.qfx, OFX and Xero CSV. We don't export IIF or QIF, so if your workflow depends on them, ProperConvert covers more of it.

A fair test before you switch

1. Pick three statements: a clean digital PDF, a scan, and one from your most unusual bank or credit union.
2. Convert each in both tools, using their free tiers or trials.
3. For each output, check that opening balance plus deposits minus withdrawals equals the printed closing balance, and count the rows against the statement.
4. Import one result into a test company and see whether QuickBooks accepts it the first time.

Whichever tool gets all three right with less fixing is the right one for your statements. That answer can differ from firm to firm, because accuracy depends on the banks you see.