--- title: ProperConvert app Reviews meta\_title: 'ProperConvert app Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 107 reviews by the users' company size, role or industry to find out how ProperConvert app works for a business like yours. aggregate\_rating: rating\_value: 4.3 review\_count: 107 scale: '5' date\_modified: '2026-07-12' parent\_category: name: Accounting & Finance url: https://www.g2.com/categories/accounting-finance --- # ProperConvert app Reviews & Product Details Claimed ###### Profile Status This profile is currently managed by ProperConvert app but has limited features. Are you part of the ProperConvert app team? [Upgrade your plan](https://sell.g2.com) to enhance your branding and engage with visitors to your profile! Finally, the solution to import your transactions. Convert CSV, XLS, XLSX, PDF, QFX, OFX, QBO, QIF, MT940, STA to QBO/QFX/OFX, QIF, IIF, CSV/Excel and import into QuickBooks, Quicken, Xero, and others 2021, 2020, 2019. Review transactions in a readable view before converting. Free trial (up to 10 transactions per file converted) is available. Support is available before and after purchase. Buy with confidence: money back guarantee is provided for 14 days. Save time and avoid data entry and manual errors. * * * Seller [ProperSoft](https://www.g2.com/sellers/propersoft-712079ee-2c6a-4bd0-98f7-61ba5f1eaef4) Discussions [ProperConvert app Community](https://www.g2.com/products/properconvert-app/discuss) Solution Type Best-of-Breed Overview by Sergiy Tytarenko (propersoft.net, CSV,PDF,Excel,QIF to Quickbooks,Xero,Quicken,NetSuite, tools for CPB,CPA,Pro Advisors,bookkeepers) Show More ## Value at a Glance Averages based on real user reviews. ### Time to Implement 2 months ### Return on Investment 8 months [ View More Pricing Information ](https://www.g2.com/products/properconvert-app/pricing) ## Top-Rated Alternatives [ ![SaasAnt Transactions](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "SaasAnt Transactions") SaasAnt Transactions 4.9/5(335) ](https://www.g2.com/products/saasant-saasant-transactions/reviews) [ ![Quicken](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Quicken") Quicken 4.3/5(76) ](https://www.g2.com/products/quicken/reviews) [ ![Buxfer](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Buxfer") Buxfer 4.6/5(30) ](https://www.g2.com/products/buxfer/reviews) [ View All Alternatives ](https://www.g2.com/products/properconvert-app/competitors/alternatives) ## User Insights Average based on 107 real user reviews. Implementation Time 2 months Perceived Cost $$$$$ [Log in to unlock pricing and user insights](/login) ![Verified User in Marketing and Advertising](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Marketing and Advertising") UM Verified User in Marketing and Advertising Small-Business (50 or fewer emp.) 1/27/2019 "Trail Worthy" 3/5 What do you like best about ProperConvert app? This software allows our company to enter data without having any errors, making any kind of accounting manageable. This software is easy to use by accessing it directly from Excel where all your accounting format sheets are made. also love how there is a support system to contact if you are having problems. Review collected by and hosted on G2.com. What do you dislike about ProperConvert app? That this software is only a free trial! You will be asked to purchase if you wish to continue which sometimes is not always the best of a company if every person needs to purchase a software. Review collected by and hosted on G2.com. Recommendations to others considering ProperConvert app: worth the trial but not sure if its worth the purchase as there are many software programs like this one out there for free. Review collected by and hosted on G2.com. What problems is ProperConvert app solving and how is that benefiting you? Putting all our accountings in order which minus the chances of error entered. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Verified User in Computer Software](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Computer Software") UC Verified User in Computer Software Mid-Market (51-1000 emp.) 7/14/2018 "Good alternative to scren scrapping" 2.5/5 What do you like best about ProperConvert app? It is a good alternative for transforming your bank statements into excel files in order to process your financial data. Thanks to that you don’t have to share your financial data with 3rd prty software companies that offer tools to manage your finances Review collected by and hosted on G2.com. What do you dislike about ProperConvert app? 1) It’s not optimized for the last version of mac. 2) it’s really sensitive in order to understand some pdfs formats (it does not work for several fields) Review collected by and hosted on G2.com. What problems is ProperConvert app solving and how is that benefiting you? To easily digitize pdf transactional data in order to be processed in excel, avoiding to share my bank credential with third party software. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite ![Verified User in Hospital & Health Care](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Hospital & Health Care") UH Verified User in Hospital & Health Care Small-Business (50 or fewer emp.) 10/20/2017 "Does the job but not always smoothly" 2.5/5 What do you like best about ProperConvert app? The ability to take a download from a source that doesn't support Quicken import and bring that data into Quicken easily. Review collected by and hosted on G2.com. What do you dislike about ProperConvert app? The list of available financial instutions​ is quite limited. My bank was not listed, so I followed the recommendation to leave the default. However this changed the Quicken data file to Wells Fargo and I had to contact Quicken tech support to resolve it. Review collected by and hosted on G2.com. Recommendations to others considering ProperConvert app: It works s long as the institutions you need are loaded in the software. Review collected by and hosted on G2.com. What problems is ProperConvert app solving and how is that benefiting you? One of the banks I deal with only allows very limited Quicken support. This has allowed me to rebuild account data without manual reentry. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Carissa D.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Carissa D.") CD Carissa D. Small Business Consultant Non-Profit Organization Management Small-Business (50 or fewer emp.) 6/6/2017 "No frills but it gets the job done" 2.5/5 What do you like best about ProperConvert app? It converts the files which saves tons of time Review collected by and hosted on G2.com. What do you dislike about ProperConvert app? Transaction memos get truncated in a way that makes the transactions harder to identify. Also, you have to change the bank account info each time I think? It's not really clear. The interface isn't that friendly looking. Review collected by and hosted on G2.com. What problems is ProperConvert app solving and how is that benefiting you? Converts files to allow them to load into QBO instead of Quicken Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User in Media Production](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Media Production") UM Verified User in Media Production Small-Business (50 or fewer emp.) 5/31/2017 "Bank Statements to CSV" 2.5/5 What do you like best about ProperConvert app? It is the only decent solution I have found for converting my PDF bank statements to CSV files I can then import into Excel Review collected by and hosted on G2.com. What do you dislike about ProperConvert app? It's better at some aspects of conversion than others Review collected by and hosted on G2.com. What problems is ProperConvert app solving and how is that benefiting you? CSV files are only available for limited amounts of time during the year. On occasion I am stuck with having to download PDF statements. PDF2CSV has helped me get those statement more quickly into usable data. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User in Management Consulting](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Management Consulting") UM Verified User in Management Consulting Small-Business (50 or fewer emp.) 5/31/2017 "Good but not what I needed." 3/5 What do you like best about ProperConvert app? The field mapping was impressive and easy to use. Review collected by and hosted on G2.com. What do you dislike about ProperConvert app? I can't add a column with the same value to the file. I wanted every row to show the same value in a certain column, but that value wasn't in the original file. Review collected by and hosted on G2.com. Recommendations to others considering ProperConvert app: Make sure that its functionality meets your needs before paying for it. Review collected by and hosted on G2.com. What problems is ProperConvert app solving and how is that benefiting you? I was trying to convert a CSV from a payment processing system to an IIF that matched my Quickbooks accounts. I got it close enough that I could do the rest of the conversion manually using find-and-replace text, but it was still tedious. I was hoping for a complete solution. Review collected by and hosted on G2.com. Show More 8/10/2024 Validated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User in Internet](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Internet") UI Verified User in Internet Small-Business (50 or fewer emp.) 6/1/2017 "Life saver if you in my situation ! does the job, if you try hard enough" 3/5 What do you like best about ProperConvert app? Successfully convert 100% of my transactions in pdf Review collected by and hosted on G2.com. What do you dislike about ProperConvert app? - MAC : Very slow interface. barely usable (try to resize columns for example) - Huge bug : If there are transactions overlapping 2 years, 2016 and 2017 for example ; it bugs : it applies the same year for all transactions - most of the time, the amount sign is in the wrong direction Review collected by and hosted on G2.com. What problems is ProperConvert app solving and how is that benefiting you? My Bank doesn't allow to export ofx transactions more than 3 months in the past . Thanks to PSF2OFX, I can download old PDF account reports, and convert them to OFX to upload in money monitoring tools Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services") UF Verified User in Financial Services Small-Business (50 or fewer emp.) 6/3/2017 "Still have not figured out how to map the software - and then save the map for future use." 2.5/5 What do you like best about ProperConvert app? What it is supposed to do. But so far we haven't actually had that happen. Review collected by and hosted on G2.com. What do you dislike about ProperConvert app? Time consuming to map - and little support on how to do so Review collected by and hosted on G2.com. What problems is ProperConvert app solving and how is that benefiting you? importing information into Quicken Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User in Airlines/Aviation](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Airlines/Aviation") UA Verified User in Airlines/Aviation Small-Business (50 or fewer emp.) 6/6/2017 "PDF2CVS ? Expected more" 3/5 What do you like best about ProperConvert app? Simple and easy to use software. Performed most functions as promised Review collected by and hosted on G2.com. What do you dislike about ProperConvert app? Unfortunately I expected a higher level of accuracy from the software. I realise financial statements and invoices vary greatly, but I found myself manually amending the converted output to often. I reverted back to using CSV2CSV software Review collected by and hosted on G2.com. What problems is ProperConvert app solving and how is that benefiting you? The main purpose was to transfer bank statements & invoices for input into Quicken accountancy and tax software Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Sanghoon L.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Sanghoon L.") SL Sanghoon L. Accountant Accounting Small-Business (50 or fewer emp.) 5/31/2017 "Darren's review" 2.5/5 What do you like best about ProperConvert app? The fact that it converts. :) It does it's job Review collected by and hosted on G2.com. What do you dislike about ProperConvert app? The fact that not convert scanned docs. :) Review collected by and hosted on G2.com. What problems is ProperConvert app solving and how is that benefiting you? Do not need to convert manually with excel. :) Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite on behalf of seller ## Questions about ProperConvert app? Ask real users or explore answers from the community Get practical answers, real workflows, and honest pros and cons from the G2 community or share your insights. [ Ask about ProperConvert app ](https://www.g2.com/products/properconvert-app/discussions/new) GU Guest User What is your experience with ProperConvert app for conversion rate optimization, and what improvements would you suggest? 0 Upvotes 0 [ Join the conversation ](https://www.g2.com/discussions/what-is-your-experience-with-properconvert-app-for-conversion-rate-optimization-and-what-improvements-would-you-suggest) [ View all Discussions ](https://www.g2.com/products/properconvert-app/discuss) ## Pricing Insights Averages based on real user reviews. ### Time to Implement 2 months ### Return on Investment 8 months ### Perceived Cost $$$$$ [ View More Pricing Information ](https://www.g2.com/products/properconvert-app/pricing) ProperConvert app Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_6089771635c2760ec22734cd60eeccd3/quicken.jpg "Product Avatar Image") Quicken 4.3/5(76) [ Compare Now ](https://www.g2.com/compare/properconvert-app-vs-quicken) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_f2535517a3f8276d37f5f145b70a934e/saasant-saasant-transactions.png "Product Avatar Image") SaasAnt Transactions 4.9/5(335) [ Compare Now ](https://www.g2.com/compare/properconvert-app-vs-saasant-saasant-transactions) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_3fc6b1b36e6c8415c8039df2394168ba/buxfer.png "Product Avatar Image") Buxfer 4.6/5(30) [ Compare Now ](https://www.g2.com/compare/buxfer-vs-properconvert-app) ##### Categories on G2 [Other Finance & Admin.](https://www.g2.com/categories/other-finance-admin) ##### Explore More [Best inbound call tracking software for small businesses](https://www.g2.com/discussions/best-inbound-call-tracking-software-for-small-businesses-any-recommendations)[Which agency management software best handles client policies and commission management for independent insurance operations?](https://www.g2.com/discussions/which-agency-management-software-best-handles-client-policies-and-commission-management-for-independent-insurance-operations)[Best edi software for small businesses](https://www.g2.com/discussions/what-s-the-best-edi-software-for-small-businesses) [CAST Highlight vs Planview Portfolios for C-level reporting on application portfolio health: which gives enterprise teams cleaner visibility without pulling architects into every conversation?](https://www.g2.com/discussions/cast-highlight-vs-planview-portfolios-for-c-level-reporting-on-application-portfolio-health-which-gives-enterprise-teams-cleaner-visibility-without-pulling-architects-into-every-conversation)[Which WYSIWYG editors integrate seamlessly with existing responsive preview without custom development?](https://www.g2.com/discussions/which-wysiwyg-editors-integrate-seamlessly-with-existing-responsive-preview-without-custom-development)[Best operational risk tools for app developers](https://www.g2.com/discussions/what-are-the-best-operational-risk-tools-for-app-developers) [Show MoreShow Less](javascript:void(0);)