A straight comparison of pricing, platform, and workflow — so you can decide without the sales spin.
ProperSoft makes sense if you need exactly one conversion type and prefer a one-time purchase. If you need QBO + CSV + invoice support, Documentric's $19/mo covers everything ProperSoft would charge $147+ for as separate Windows-only tools. Documentric also works on Mac, includes inline review, and is ready to use in 2 minutes with no installation.
| Documentric | ProperSoft | |
|---|---|---|
| Starting price | $19 / mo | $49 one-time per tool |
| Pages included | 300 pages / mo | Unlimited pages (single format) |
| QBO + CSV + OFX together | $19 / mo (all included) | $147 one-time (3 × $49) |
| Invoice support | Included | Not available |
| Free tier | 10 pages / mo (no card) | Limited trial |
| Subscription required | Yes | No (one-time) |
Bottom line: ProperSoft sells individual converters at $49 each — PDF2QBO, PDF2QFX, and PDF2OFX are separate purchases. To match Documentric's all-formats coverage you would spend $147 upfront for Windows-only desktop tools. Documentric's $19/mo subscription covers all formats, all document types, on any device.
| Documentric | ProperSoft | |
|---|---|---|
| Web / cloud access | ✓ | ✗ |
| Mac support | ✓ | ✗ |
| Windows support | ✓ (via browser) | ✓ |
| Requires installation | ✗ | ✓ |
| No software updates to manage | ✓ | ✗ |
Bottom line: ProperSoft tools are Windows desktop applications. Mac users and anyone who prefers not to install software cannot use them. Documentric is entirely browser-based — open a tab, upload your PDF, and export. No installation, no updates, no OS restrictions.
| Documentric | ProperSoft | |
|---|---|---|
| Bank statements | ✓ | ✓ |
| Invoices | ✓ | ✗ |
| Receipts | ✓ | ✗ |
| CSV to QBO conversion | ✓ | ✓ (CSV2QBO — separate $49) |
Bottom line: Each ProperSoft tool handles one conversion type. Documentric handles bank statements, invoices, and receipts in a single subscription. For accountants who also process supplier invoices or expense receipts, Documentric eliminates the need for a second or third tool.
| Documentric | ProperSoft | |
|---|---|---|
| Inline transaction review before export | ✓ | ✗ |
| Edit transactions before export | ✓ | ✗ |
| Balance reconciliation check | ✓ | ✗ |
| Immediate conversion | ✓ | ✓ |
Bottom line: ProperSoft converts PDFs immediately — which is fast, but means any OCR error goes straight into your QBO file. Documentric surfaces every extracted transaction in an editable table before generating the export, so you catch mistakes before they reach QuickBooks.
| Documentric | ProperSoft | |
|---|---|---|
| No account needed to try | ✓ | ✗ |
| Data never leaves your machine | ✗ | ✓ |
| HTTPS / encrypted transfer | ✓ | N/A |
Bottom line: ProperSoft processes everything locally, so your files never leave your computer. Documentric is cloud-based, encrypts files in transit and at rest, and keeps them until you delete them. For firms with strict data locality requirements, ProperSoft's local processing may be preferable.
Use-case recommendations based on real differences, not marketing spin.
| Your situation | Our pick | Why |
|---|---|---|
| Need only PDF2QBO with a one-time purchase | ProperSoft | $49 once beats $19/mo if you process infrequently and only need QBO |
| Need QBO, CSV, and OFX output formats | Documentric | Documentric includes all formats in one plan; ProperSoft charges $49 per format |
| Mac user converting bank statements | Documentric | ProperSoft tools are Windows-only; Documentric works in any browser |
| Need invoice OCR alongside bank statement conversion | Documentric | ProperSoft has no invoice support; Documentric handles all three document types |
| Want to review and correct extracted data before exporting | Documentric | Documentric's inline review step catches OCR errors before they enter QuickBooks |