ProperSoft and LedgerLift are solving different problems. ProperSoft takes a pre-formatted CSV and converts it into OFX, QFX, or QIF for import into accounting software — it cannot read a PDF at all. LedgerLift starts from the raw bank statement PDF, extracts every transaction using Claude AI, and can push results directly to QuickBooks Online. If you still have a PDF to deal with, LedgerLift is the right tool.
No credit card required · 120 free pages
LedgerLift is the right tool for anyone starting with a raw bank statement PDF who needs structured transaction data exported to Excel, CSV, or QuickBooks Online.
ProperSoft is useful if you already have a clean CSV and specifically need to convert it into OFX or QFX format for QuickBooks Desktop import.
LedgerLift vs ProperSoft — side by side.
| Feature | LedgerLift | ProperSoft |
|---|---|---|
| AI extraction (no templates) | Yes | No |
| Scanned PDF / OCR support | Yes | No |
| Excel (.xlsx) export | Yes | No |
| CSV export | Yes | No |
| Google Drive folder automation | Yes | No |
| Dropbox folder automation | Yes | No |
| OneDrive folder automation | Yes | No |
| QuickBooks Online direct push | Soon | No |
| Batch / bulk processing | Yes | Yes |
| Multi-user team seats | Yes | No |
| Client management portal | Yes | No |
| API access | Yes | Partial |
| Free trial | Yes | Partial |
LedgerLift reads bank statement PDFs directly — native digital PDFs and scanned image PDFs alike — and extracts every transaction using Claude AI. ProperSoft requires that you already have a clean, correctly formatted CSV before it can do anything. If your starting point is a PDF from your bank, LedgerLift is the only one of the two that can help.
LedgerLift connects to Google Drive, Dropbox, and OneDrive so that statements arriving in a watched folder are automatically extracted and returned as Excel or CSV. ProperSoft has no cloud storage integration and no automation capability — every conversion is a manual one-off task. LedgerLift removes the manual handling from both ends of the process.
After extraction, LedgerLift can push transactions directly to QuickBooks Online with account mapping. The Accountant plan adds team seats and a client management portal. ProperSoft is a single-purpose format-conversion utility with no team features, no cloud automation, and no accounting integrations beyond the conversion output itself.
Useful if you already have a clean CSV and just need to convert it to OFX/QFX for QuickBooks Desktop import.
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