ProperSoft VS Papertools.app

• Wide Range of Format Support
  ProperSoft supports numerous financial formats such as QIF, QFX, OFX, OFC, PDF, CSV, and more, allowing users to easily convert and manage their financial data between different software applications.
• User-Friendly Interface
  The software is designed with a straightforward and intuitive interface, making it accessible to both beginners and advanced users for ease of navigation and operation.
• Comprehensive Help Resources
  ProperSoft provides extensive help resources, including detailed guides and customer support, to assist users in effectively using the software and resolving any potential issues.
• Multi-Platform Availability
  The tools from ProperSoft are available on Windows, Mac, and even as online services, offering flexibility and convenience for users across different platforms.

Possible disadvantages

• Cost
  While ProperSoft offers a range of useful features, the software is not free and can be considered expensive compared to other financial software, which might deter some users.
• Limited Free Trial
  The free trial version of ProperSoft tools has limited functionality, which may not fully allow potential customers to evaluate the software's capabilities before purchasing.
• Occasional Bugs
  Users have reported encountering bugs or glitches occasionally, which can disrupt workflow, although these issues are typically addressed by the company's support team.

• Double-entry bookkeeping
  Connected books with a chart of accounts, manual journals and a general ledger behind everyday business transactions.
• Quick Journal
  Record business events through plain-language questions that create the corresponding bookkeeping entries.
• Starting Position
  Establish opening account balances, assets and debts so an existing business can bring its financial position into Papertools.
• Paper-Ai voice and chat
  Speak or type to Paper-Ai to draft documents and ask questions about your business records, with spoken responses available. Review proposed changes before saving.
• Estimates and invoicing
  Create branded estimates and invoices, convert estimates to invoices, and track document status, amounts due and payments.
• Payments and overdue reminders
  Record full or partial payments, track outstanding and overdue invoices, and send payment reminders.
• Supplier bills and expenses
  Record supplier bills and business expenses, attach supporting documents and see what needs paying.
• Receipt and document scanning
  Scan receipts or upload supported supplier invoice images and PDFs to prepare records for review. Document reading is available on paid plans.
• PDF and CSV statement imports
  Import bank and cash transactions from CSV files or read supported PDF bank statements into transaction lines for review. PDF reading is available on paid plans.
• Bank and cash matching
  Review imported bank and cash transactions alongside existing invoices, bills, payments and expenses, then confirm the appropriate matches.
• Financial reports
  Review profit and loss, balance sheet, cash flow, receivables, payables, trial balance and general ledger reports.
• Payroll and payslips
  Manage hourly or salaried staff, prepare pay runs, generate payslips and link labour costs to projects.
• Projects and job profitability
  Link invoices, supplier bills, expenses and labour to projects to understand each job's income, costs and profitability.
• Contracts
  Create and manage business contracts within the same workspace as your other business records.
• Products, services and inventory
  Maintain a catalogue of products and services with prices, costs and categories. Track stock levels and cost of goods sold.
• Recurring workflows
  Schedule recurring invoices, supplier bills and pay runs to reduce repeat work. Available on paid plans.
• Customer and vendor records
  Keep customer and vendor contact details, payment terms, balances and transaction history together.
• Team roles and permissions
  Invite team members and control their access through roles and permissions, within the selected plan's member limit.
• CSV imports and exports
  Import customers, vendors, products and services from CSV files. Export business records to share with an accountant.
• Online invoice payments
  Let customers pay invoices online through your connected Stripe account.
• Customizable branding and templates
  Customize company branding, document and email templates, and tax settings for your business.
• Installable web app
  Use Papertools in a browser or install it as a progressive web app on supported phones, tablets and computers.
• Free Essential plan
  Papertools Essential is free forever. Plan limits and Terms & Conditions apply.

How to use ProperSoft PDF2QBO and convert a PDF file to QBO (Web connect) format

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Papertools Product Tour | Small Business Invoicing & Paperwork Software

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We have no reviews of ProperSoft yet. Be the first one to post

• Easy to understand, with useful tools for everyday paperwork
  SaaSHub review

  · Sep 2026

  As an Executive F&B Manager, I appreciate software that is straightforward to use. Papertools is easy to understand, the screens are well designed, and the workflow makes sense. The video guides inside the...