ProperConvert is ProperSoft's desktop app for Windows and Mac. If you would rather not install software, manage a per-device license, or work around a trial that stops at 10 transactions, BankXLSX converts PDF and scanned bank statements to Excel and CSV in your browser. Convert a full statement free, no credit card.
Last updated August 2026
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ProperConvert is a desktop app from ProperSoft Inc. that converts bank files on your own computer, priced from $19.99 per month for one user on one device, with a trial capped at 10 transactions per file. The main alternative is a browser-based converter: BankXLSX turns PDF and scanned statements into Excel or CSV from any device with no install and no per-device license, and lets you convert a complete statement before you pay. Pick ProperConvert if you need native QBO, QFX, QIF, or IIF files for QuickBooks Desktop or Quicken, and want data to stay on your machine. Pick BankXLSX if you need clean spreadsheet output fast.
ProperConvert is capable software and it has been sold since 2008. The reasons buyers shop around are rarely about the parsing quality. They are about how the app is delivered, licensed, and trialled.
ProperSoft states on its download page that the trial converts up to 10 transactions per file. You can preview every transaction inside the app, but the exported file is capped, so a real month of activity cannot be converted end to end before you buy.
A license covers one person on one computer or remote terminal. Working across a laptop and an office desktop means deactivating and reactivating, and a three-person team needs the Team plan rather than three casual logins.
It is a Windows 10/11 and macOS download you install, update, and reinstall when you change machines. On a Chromebook, a locked-down work laptop, or a machine you do not administer, that is a wall before you start.
ProperSoft used to sell separate single-purpose apps such as PDF2QBO and CSV2QBO. Those are now folded into one ProperConvert subscription, so buyers who remember a small one-off purchase are surprised by a recurring plan.
The app is strongest producing QBO, IIF, QBJ, QFX, and QIF for QuickBooks Desktop and Quicken. If your books live in QuickBooks Online, Xero, Google Sheets, or plain Excel, most of that format machinery is not doing anything for you.
Because the software and the files sit on a single computer, handing a batch to a colleague means moving files around. Browser tools let whoever is free pick up the work.
BankXLSX does one job: it turns bank and credit card statements into accurate, reconciliation-ready spreadsheets, with nothing to install and no license to move between computers.
Runs in any modern browser on Windows, Mac, Linux, or Chromebook. Your seat follows your login instead of a specific machine.
The free demo gives you 15 pages with no credit card, so you can judge a complete conversion rather than the first 10 rows.
Scanned PDFs and phone photos convert in PDF, JPG, PNG, BMP, HEIC, and TIFF without a separate step.
On the Plus plan you queue a whole client folder at once instead of opening statements one file at a time.
Messy bank descriptions are normalized and categorized, which is the slow part of prepping a ledger.
Templates built for the date formats, debit and credit columns, and running balances that US banks and card issuers actually print.
No download, no registration code, no per-device activation.
Drop in a PDF or scanned bank statement. Multi-page and multi-month files work.
Tip: Password-protected PDFs are supported.
The AI reads every transaction into structured date, description, debit, credit, and balance columns.
Tip: Scanned statements go through visual OCR automatically.
Export to Excel or CSV and import it into QuickBooks Online, Xero, or your spreadsheet.
Tip: Columns come out reconciliation-ready.
An honest side-by-side, including where ProperConvert is the better buy.
Convert client PDFs from any computer without buying a license per machine.
Prep workpapers from multi-month statements and see the whole result before paying.
Get statement data into Excel for reconciliation and reporting without IT involvement.
Convert in the browser instead of checking desktop compatibility first.
ProperConvert is the current desktop application from ProperSoft Inc., a company that has sold financial file converters since 2008. It replaced the older line of single-purpose apps that many people still search for by name: PDF2QBO, CSV2QBO, PDF2CSV, CSV2QFX, QFX2CSV, QIF2IIF and the rest are now one program with every converter included. It installs on Windows 10 and 11 and on macOS 10.13 through macOS 26, and it does all of its work locally. ProperSoft is explicit that nothing is uploaded to the cloud, which is a real selling point for firms with a policy against sending client financial data to a web service.
ProperConvert is a subscription, not the one-time purchase the old apps used to be. These are the plans listed on the ProperSoft purchase page, verified in August 2026. Prices are in US dollars and every plan includes all converters, all formats, unlimited pages and statements, and free updates.
| ProperConvert plan | Price | Users and devices | Notes |
|---|---|---|---|
| Complete Monthly | $19.99 per month | 1 user / 1 device | All converters and formats |
| Complete Yearly | $179.99 per year | 1 user / 1 device | ProperSoft lists this as saving $60 a year |
| Team Complete Monthly | $49.98 per month | 3 users / 3 devices | Adds unlimited premium support |
| Team Complete Yearly | $449.97 per year | 3 users / 3 devices | ProperSoft lists this as saving $150 a year |
| Complete Enterprise | Quoted | Custom | Arranged by contacting ProperSoft |
Two details are worth reading closely before you buy. A license covers one person on one device, defined as a computer or a remote terminal, so the per-seat math changes fast once more than one person converts files. And the money-back guarantee runs 14 days from the order date, with only the first order of a recurring subscription qualifying. Pricing changes, so check the ProperSoft purchase page yourself before you commit.
No. ProperConvert has a free trial rather than a free tier, and ProperSoft states on its download page that the trial converts up to 10 transactions per file. You can open a statement and preview every transaction on screen to confirm the parser reads it correctly, but the file you export stops at 10 rows. That is enough to test whether QuickBooks or Quicken accepts the format, and not enough to finish a real month of bookkeeping.
The two tools overlap on one job, reading a PDF bank statement, and diverge on everything around it. ProperConvert is a local app aimed at desktop accounting formats. BankXLSX is a browser converter aimed at clean spreadsheet output. The table is the fastest way to see which side you are on.
| What matters to you | BankXLSX | ProperConvert |
|---|---|---|
| Where it runs | Browser, any device or OS | Installed app, Windows 10/11 and macOS 10.13 to 26 |
| Where your data is processed | Encrypted upload, deletable at any time | On your own computer, no cloud upload |
| What you can try free | 15 pages, full conversions, no card | Up to 10 transactions per exported file |
| Entry price | $49 per month, or $24 per month billed yearly | $19.99 per month, or $179.99 per year |
| Seat model | Login-based, 1 seat on Starter, 3 on Plus | Tied to one device, 3 devices on Team |
| Input formats | PDF, JPG, PNG, BMP, HEIC, TIFF | PDF including scans, CSV, Excel, QBO, QFX, OFX, QIF, QMTF, MT940 |
| Export formats | Excel XLSX and CSV, plus QBO on Plus | QBO, IIF, QBJ, QFX, QIF, OFX, CSV, Excel |
| Bulk processing | Up to 50 files at once on Plus | File by file on one machine |
| Transaction categorization | Included on Plus | Payee renaming rules and account assignment |
| Best for | Statement to spreadsheet work across a team | Native imports into QuickBooks Desktop and Quicken |
Be honest about this one, because getting it wrong wastes your money. If your accounting lives in QuickBooks Desktop or in Quicken, ProperConvert produces QBO Web Connect, IIF, QBJ, QFX, and QIF files that those programs import natively, and a CSV-only tool simply cannot do that. If your firm has a rule that client financial data never leaves the premises, local processing settles the argument. And if you regularly move data sideways between formats, say a QFX download that needs to become CSV, or a QIF export that needs to become IIF, the format matrix in one app is genuinely useful. At $19.99 a month for a single person on a single machine, it is also cheaper than most cloud converters.
BankXLSX makes more sense when the destination is a spreadsheet or a cloud ledger. There is nothing to install, so it works the same on a Mac, a Chromebook, or a locked-down work laptop, and the seat follows the person rather than the machine. You can convert a full statement before paying, which matters when you are judging accuracy on your own bank's layout rather than a demo file. Scanned statements and phone photos go through visual OCR without a separate tool. And when you are working a backlog, bulk upload and automatic categorization do more for your hours than another export format would. If you want the wider field, our roundup of the best bank statement converter software weighs accuracy and price across the main tools.
ProperSoft Inc. has operated since 2008, ships code-signed installers for Windows and macOS, and processes files locally so statement data is not transmitted to a server. That local-only design is the strongest privacy claim any converter in this category can make. The usual cautions apply to any financial software: download the installer only from propersoft.net, keep your registration code private, and read the license terms about device activation before you pay. Searches for keygens or cracked registration codes lead to modified installers, which is the actual risk with desktop finance software.
Moving is straightforward because the useful output is standard. Convert your statements to CSV or Excel and import them the same way you would any statement file. For QuickBooks Online the mapping walkthrough is in our guide to convert bank statements to QuickBooks, and the Xero equivalent covers importing bank statements into Xero. If you need the .qbo file format specifically, the bank statement QBO format page explains what QuickBooks expects inside the file. For plain spreadsheet work, the convert bank statement to Excel page and the PDF bank statement to CSV converter cover the two common destinations. If you are still comparing vendors, the ProperSoft alternative page looks at the company's wider lineup, and our MoneyThumb alternative and DocuClipper alternative comparisons cover the two tools buyers weigh against it most often.
No. ProperConvert offers a free trial rather than a free plan, and ProperSoft states that the trial converts up to 10 transactions per file. You can preview every transaction inside the app, but the exported file is capped at 10 rows, so a full month of activity needs a paid license. BankXLSX gives you 15 free pages of full conversions with no credit card.
ProperSoft lists Complete Monthly at $19.99 per month and Complete Yearly at $179.99 per year for one user on one device. Team Complete is $49.98 per month or $449.97 per year for three users and devices, and Enterprise licensing is quoted on request. All plans include every converter and format. Verified August 2026; check the ProperSoft purchase page before buying.
ProperSoft Inc. is the company; ProperConvert is its current app. ProperSoft previously sold separate single-purpose converters such as PDF2QBO, CSV2QBO, and CSV2QFX, and those have been consolidated into ProperConvert, which includes every converter under one subscription. If you are searching for one of the old app names, ProperConvert is what you would buy today.
ProperSoft has sold converters since 2008 and ships code-signed installers for Windows and macOS. ProperConvert processes files entirely on your computer with no upload to the cloud, which is a strong privacy position for client financial data. Download only from propersoft.net, since cracked installers and keygens are the real risk with desktop finance software.
It depends on your destination. If you need clean Excel or CSV from PDF and scanned statements with no install and no per-device license, BankXLSX is a strong fit and lets you convert a full statement free. If you need native QBO, QFX, QIF, or IIF files for QuickBooks Desktop or Quicken, ProperConvert remains the better tool for that specific job.
Yes. BankXLSX exports QBO on the Plus plan, and for QuickBooks Online a mapped CSV imports without any .qbo file at all. Our QBO format guide explains exactly what QuickBooks expects inside the file. The desktop route matters mainly for QuickBooks Desktop and Quicken, which read Web Connect files natively.
No. ProperConvert is distributed as a Windows 10/11 installer and a macOS 10.13 to macOS 26 build, so there is no Chromebook or Linux version. A browser-based converter such as BankXLSX runs on any operating system with a modern browser, which is the usual reason Chromebook and Linux users look for an alternative.
Yes. ProperSoft lists scanned documents among the PDF files ProperConvert can read, alongside text-based PDFs and pages locked with a view password. BankXLSX also handles scans and phone photos, accepting PDF, JPG, PNG, BMP, HEIC, and TIFF through visual OCR, which helps when statements arrive as photographs rather than downloads.
The wider ProperSoft lineup compared.
Compare BankXLSX with MoneyThumb.
Compare BankXLSX with DocuClipper.
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