Docsumo vs ProperConvert: document processing and statement conversion compared
Docsumo and ProperConvert
Docsumo and ProperConvert both read bank statements, but Docsumo is an enterprise document processing platform for lenders, insurers and operations teams, and ProperConvert is a desktop converter for bookkeepers who need a file for their accounting software. This page lists what each one is and what it costs, so you can tell quickly which side of that line you are on.
The facts below were checked on the two official websites on September 24, 2026. Prices and plans change; the links go to the current pages.
What Docsumo is
Docsumo is an intelligent document processing platform. Documents arrive by email, upload, SFTP, drive folders, scanners or API; AI agents classify them, extract the fields, verify them against other documents, and post structured JSON to your systems through webhooks and an API, with a human review queue for exceptions. Bank statements are one document type among pay stubs, tax forms, ACORD forms, invoices, IDs and utility bills. Named integrations are Salesforce, NetSuite, SAP, Encompass, Epic and Guidewire; the site also offers Excel and CSV downloads.
The platform is cloud only, with SOC 2 Type 2, HIPAA and GDPR compliance, and its pitch is straight-through processing at scale with people looking only at the exceptions.
Docsumo pricing
Docsumo offers a free 14-day trial with up to 1,000 pages and 10 users. After that, Business and Enterprise plans are custom priced, with unlimited users, an annual discount of up to 10%, setup fees that depend on document complexity, and 30 days notice to cancel. Unused monthly credits do not carry over. There is no per-page price on the site.
What ProperConvert is
ProperConvert is one desktop application for Windows and macOS. It opens PDF statements, scanned PDF statements, CSV and Excel files, and QBO, QFX, OFX, QIF and QMTF files, shows the transactions in a table where you can review, edit, exclude and rename payees, and saves QBO, IIF, QFX, QIF, OFX, CSV and Excel files for QuickBooks Desktop, QuickBooks Online, Quicken, Xero, Sage and other accounting software. The conversion runs on your computer. Statements are never uploaded to a server.
ProperConvert pricing is one subscription for everything: $19.99 per month or $179.99 per year for one user, and a Team plan of three users at $49.98 per month or $449.97 per year. There are no page, statement or transaction limits, all formats are included, updates are free, and there is a 14-day money-back guarantee. A free trial is on the download page.
Docsumo and ProperConvert side by side
| Point | Docsumo | ProperConvert |
|---|---|---|
| Product shape | Cloud document processing platform with AI agents, review queue and API | One desktop app that converts files |
| Platform | Web and API | Windows and macOS desktop app |
| Where files are processed | Uploaded to Docsumo's cloud | On your computer, always |
| Inputs | Any document: bank statements, pay stubs, tax forms, invoices, IDs and more; PDF, scans, photos | PDF, scanned PDF, CSV, Excel, text, QBO, QFX, OFX, QIF, QMTF |
| Outputs | Structured JSON by API and webhooks; Excel and CSV downloads | QBO, IIF, QFX, QIF, OFX, CSV, Excel, and paste to clipboard |
| Accounting import files | None named; QuickBooks, Xero and Sage not listed | QBO, QFX, QIF, OFX and IIF for QuickBooks, Quicken, Xero, Sage and others |
| Scanned statements | Yes, including photos and handwriting | Yes, OCR built in |
| Review before export | Human-in-the-loop review queue for exceptions | Full transaction table: edit, exclude, rename payees with rules |
| Pricing model | Custom quote for Business and Enterprise | Subscription from $19.99 per month or $179.99 per year, everything included |
| Free use or trial | 14-day trial, up to 1,000 pages | Free trial, 14-day money-back guarantee |
| Limits | Monthly credits, not carried over | No page, statement or transaction limits |
| Beyond statement conversion | Cross-document validation, workflow builder, case management, audit logs | Conversion only |
Which one fits
Docsumo fits a lender, insurer or operations team that processes thousands of mixed documents a month, needs the data posted into a loan origination or ERP system, and has a budget for a custom contract and setup. Bank statements are one input in a larger pipeline.
ProperConvert fits a bookkeeper, accountant or business owner with statements to get into QuickBooks, Quicken, Xero or Sage this week, at $19.99 a month, with no contract, no setup fee, and the files never leaving the computer. There is no API, and that is the point: one person, one app, one file.
Questions people ask
Does Docsumo have a price list?
No. The site offers a 14-day trial of up to 1,000 pages and then custom pricing for Business and Enterprise plans. ProperConvert is $19.99 per month or $179.99 per year, published on the pricing page.
Can Docsumo export a QBO file for QuickBooks?
The site lists JSON, Excel and CSV output and integrations with Salesforce, NetSuite, SAP and lending systems; QuickBooks and QBO, OFX or QIF files are not named. ProperConvert saves QBO, IIF, QFX, QIF and OFX files.
Is Docsumo for small businesses?
Its own words are mid-sized and enterprise teams in lending, insurance, healthcare, logistics and accounts payable. ProperConvert is built for one bookkeeper or one business at a time.
What is a Docsumo alternative for converting bank statements only?
ProperConvert, on Windows or Mac, with a review table, no upload and no page count.
Compare Docsumo with another tool
Pick a second tool to see it beside Docsumo and ProperConvert in one table.