# ProperConvert app Reviews **Vendor:** ProperSoft **Category:** [Other Finance & Admin. Software](https://www.g2.com/categories/other-finance-admin) **Average Rating:** 4.3/5.0 **Total Reviews:** 107 ## About ProperConvert app 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. ## ProperConvert app Reviews ### 1. Fast conversion but accuracy needs improvement **Rating:** 3.5/5.0 stars **Reviewed by:** Andy W. | Cybersecurity Specialist & Technical Support, Small-Business (50 or fewer emp.) **Reviewed Date:** March 08, 2026 **What do you like best about ProperConvert app?** I like the app converts very quickly. Man bank statements are encrypted and cannot be copied and pasted, but his app can extract the data very well. The initial setup is also very simple. Just click setup.exe and follow the default installation. **What do you dislike about ProperConvert app?** However, some older statements may have missing data. Some banks are more accurate, while others are less accurate. **What problems is ProperConvert app solving and how is that benefiting you?** I use ProperConvert app to convert old bank statements from PDF to CSV and QBO formats quickly. It helps extract encrypted bank statement data efficiently. ### 2. Easiest and affordable software to convert csv files to qbj format **Rating:** 4.5/5.0 stars **Reviewed by:** Mohit P. | Graphic Designer, Mid-Market (51-1000 emp.) **Reviewed Date:** May 31, 2022 **What do you like best about ProperConvert app?** The easy to use interface helps to save a lot of time along with allowing to change the format of file to qbj from csv easily. **What do you dislike about ProperConvert app?** there are a lot of irrelevant functions and popups which sometimes complicate things. **Recommendations to others considering ProperConvert app:** I highly recommend using this software for converting files to qbj format from csv if you have the budget to afford it, otherwise you can go for cheap alternatives **What problems is ProperConvert app solving and how is that benefiting you?** It helps me to convert my csv files to qbj format which is generally the supported format of any accounting softwares ### 3. Best Tool to extract transaction data from PDF,XLS,CSV formats to Quicken format. **Rating:** 5.0/5.0 stars **Reviewed by:** Bilal A. | Senior Associate Security Analyst, Small-Business (50 or fewer emp.) **Reviewed Date:** April 06, 2022 **What do you like best about ProperConvert app?** BANK2QIF is a better choice to convert financial transaction data from a wide variety of formats like PDF CSV, XLS etc to Quicken format easily and intuitively. **What do you dislike about ProperConvert app?** Nothing as such as this product meets all my expectations in terms of conversion of data to a specific format quickly and with ease **Recommendations to others considering ProperConvert app:** Nothing as such. **What problems is ProperConvert app solving and how is that benefiting you?** Convert credit card and bank statements data to a format that is easy to process and analyze ### 4. Easily converts multiple file types **Rating:** 4.0/5.0 stars **Reviewed by:** Talha W. | Backend Developer, Small-Business (50 or fewer emp.) **Reviewed Date:** January 25, 2022 **What do you like best about ProperConvert app?** Ability to convert multiple file formats into QFX format **What do you dislike about ProperConvert app?** nothing to dislike....but this product is new and has competitors in market. **What problems is ProperConvert app solving and how is that benefiting you?** Using this product to convert multiple files into other formats for processing ### 5. Great product with minor limitations **Rating:** 4.0/5.0 stars **Reviewed by:** Muhammad A. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 14, 2020 **What do you like best about ProperConvert app?** With great quality files, it instantly converts it to a usable CSV file that can be imported into most of the accounting software. The option to change date format and compatibility for required accounting software are great too. **What do you dislike about ProperConvert app?** When we use pdf files in complex formats or of credit cards, it sometimes misses the few statement lines or makes the credit as debits. **What problems is ProperConvert app solving and how is that benefiting you?** It is saving me a lot of effort in converting Bank and credit card statements to CSV for my clients. 80% of the time, it provides 100% accurate results. ### 6. PDF2QFX: The best option for Transforming PDF into QFX **Rating:** 5.0/5.0 stars **Reviewed by:** Richard V. | Project Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** April 15, 2019 **What do you like best about ProperConvert app?** - It allows converting PDF to QFX and import into Quicken 2019, 2018, 2017, 2016. - Its compatible with Microsoft Windows (XP/7/8/10), Linux , Mac (MacOS 10.8 - macOS Mojave). - The conversion process occurs inside your computer, giving more reliability and security to it. - The licenses purchasing includes at least 14 days of conversion support. - It provides several installation languages as english, spanish, etc. **What do you dislike about ProperConvert app?** - Scanned PDF statements are not supported yet. **Recommendations to others considering ProperConvert app:** If youre looking for tool for transforming your financial pdf files into QFX files in a secure and robust way, don't hesitate using PDF2QFX. **What problems is ProperConvert app solving and how is that benefiting you?** This great tool has helped my organization to convert pdf files (account balances, transactions) into QFX and then import them into Quicken 2019, 2018, 2017, 2016. In this way we can keep compatibility of our internal financial documents with the standard format. ### 7. Tough to find a tool that beats this almost extinct file format! **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer & Network Security | Small-Business (50 or fewer emp.) **Reviewed Date:** January 28, 2019 **What do you like best about ProperConvert app?** Simply enough, this software makes the conversions needed to analyze a couple of our clients that need the uncommon .OFX format. Commonly confused with Quickbooks .QFX file, the search for compatible software is a pain! Support is ready to handle any questions you may have with set up and conversion, along with a nice written tutorial and YouTube video for those that don't like to read! **What do you dislike about ProperConvert app?** Not much to dislike. The UI is basic, nothing pretty at all but I wouldn't consider that an actual flaw. Functionality is key here. **Recommendations to others considering ProperConvert app:** File conversions can be tricky and become corrupt if attempting to try your own. For $40 this is a great buy, and will save you if working with .OFX files often. **What problems is ProperConvert app solving and how is that benefiting you?** We can email (and also fax) the financial documents our clients need right to them, readily compatible with the systems they have in place, with no headache at our end! ### 8. Very purpose-specific use but really effective and versatile for these tasks. **Rating:** 5.0/5.0 stars **Reviewed by:** Marcus W. | Client Accounting, Small-Business (50 or fewer emp.) **Reviewed Date:** November 06, 2018 **What do you like best about ProperConvert app?** The parsing functionality let's me use this as a delimiter tool too, which is extremely helpful for doing formatting changes for output into some of our various backend systems. Other than that, just makes prepping thing for QB a breeze. **What do you dislike about ProperConvert app?** I wish it had a few more options for parsing raw text files and inconsistently formatted files. **Recommendations to others considering ProperConvert app:** If you get some time, really explore it's potential as a file parser for other types of separated-value files. If you could automate some batch scripts through it, you could save a ton of time on repeat tasks. **What problems is ProperConvert app solving and how is that benefiting you?** It basically serves as a central node for a lot of our manual data operations because it's so easy to fix up CSVs for import. Saving me and a few others on my team a loooot of clicks. ### 9. Makes using Quickbooks a gazillion times easier. **Rating:** 5.0/5.0 stars **Reviewed by:** Peter B. | Project Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** November 06, 2018 **What do you like best about ProperConvert app?** Really flexible encoding options, and quick list of targets handles all of the formatting for you. Options for parsing allow us to use it for several other functions too, like budgeting our sprint resource allocation. Other likes include: The ability to set year if missing, ability to flip charges/withdrawals between positive and negative (useful for dealing with various client inputs), mapping tool. **What do you dislike about ProperConvert app?** Everything about this product is pretty good, there is not much I dislike. **Recommendations to others considering ProperConvert app:** Check out a couple of their other tools- CSV2IIF has been really helpful for us too. **What problems is ProperConvert app solving and how is that benefiting you?** No longer manually going through and reviewing every single transaction log that we need accounting to deal with. At least a couple hours a day freed up. Was considering switching away from QB before this, which would have been a headache. ### 10. Lifesaver for keeping track of multi-invoice subscription items **Rating:** 5.0/5.0 stars **Reviewed by:** Ryan D. | Product Specialist - Web Presence, Automotive, Small-Business (50 or fewer emp.) **Reviewed Date:** November 04, 2018 **What do you like best about ProperConvert app?** Really simple and easy UI, and the ability to change mapping on the fly is really nice. I also use the 'Raw View' to grab bits of the data in the CSV that I need to import into other applications, just because it's right there. **What do you dislike about ProperConvert app?** A way to easily/quickly batch process multiple files would be nice. Maybe some sort of tool to adjust delimiters would make this a really nice swiss army knife tool. **Recommendations to others considering ProperConvert app:** It's a really specific use case, but there's pretty much no reason not to use if this you're using Quickbooks. The learning curve is pretty short, though some sort of familiarity with **What problems is ProperConvert app solving and how is that benefiting you?** Saving us a ton of manual effort on the accounting end of things. ## ProperConvert app Discussions - [What is your experience with ProperConvert app for conversion rate optimization, and what improvements would you suggest?](https://www.g2.com/discussions/what-is-your-experience-with-properconvert-app-for-conversion-rate-optimization-and-what-improvements-would-you-suggest) - [View ProperConvert app pricing details and edition comparison](https://www.g2.com/products/properconvert-app/reviews/properconvert-app-review-293470?section=pricing&secure%5Bexpires_at%5D=2026-05-04+18%3A19%3A46+-0500&secure%5Bsession_id%5D=aa31b2e3-c592-4c3e-9a8b-94f203244d07&secure%5Btoken%5D=41886a0a2550aca703836f446170a40c6ca9c927bc7a85e1d2aa6767f98eafbf&format=llm_user) ## ProperConvert app Features **Agentic AI - Accounting & Finance** - Autonomous Task Execution ## Top ProperConvert app Alternatives - [Quicken](https://www.g2.com/products/quicken/reviews) - 4.3/5.0 (75 reviews) - [SaasAnt Transactions](https://www.g2.com/products/saasant-saasant-transactions/reviews) - 4.9/5.0 (236 reviews) - [Buxfer](https://www.g2.com/products/buxfer/reviews) - 4.6/5.0 (30 reviews)