DocuClipper vs ProperConvert: bank statement converters compared

DocuClipper and ProperConvert

DocuClipper and ProperConvert both extract transactions from bank and credit card statements and hand them to accounting software. DocuClipper is a cloud platform: you upload documents to a web workspace, it extracts the data, and it sends the result to Excel, CSV or a connected accounting app. ProperConvert is a desktop app for Windows and Mac that does the conversion on your computer and saves a file you import yourself. This page lists what each one is and what it costs, so you can pick the tool that matches how you work.

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 DocuClipper is

DocuClipper is a web-based financial document platform. It reads bank statements, credit card statements, invoices, receipts, checks, brokerage statements and tax forms such as W-2s and 1099s, from digital PDFs and from scans and photos, and turns them into structured data. The output can be downloaded as Excel, CSV, QBO, IIF, QIF, OFX or QFX, or as CSV shaped for Xero, Sage, MYOB and others, or sent directly into QuickBooks, Xero, Sage, NetSuite or Dynamics 365 through integrations. Files can arrive from Google Drive, Dropbox, OneDrive, Box, email or Zapier, and a REST API with webhooks lets a company build its own pipeline.

DocuClipper's strengths are the breadth of documents it handles, the shared web workspace where a whole team sees the same projects, and the automation around it: bulk upload of hundreds of documents, automatic reconciliation of the extracted transactions against the statement's closing balances, duplicate detection, categorization and audit logs. The company reports SOC 2 compliance and a 99.9% field-level accuracy figure on its site.

DocuClipper pricing

DocuClipper is priced by pages per month, with unlimited users on every plan. The Starter plan is $20 per month for 60 pages. The Business plan is $111 per month for 640 pages. The Enterprise plan is $360 per month for 2,000 pages, with volume pricing above that. Paying yearly gives a 30% discount and delivers the whole year's pages up front; on monthly plans, unused pages do not roll over. Failed conversions do not count against the quota. A 14-day free trial covers up to 120 pages and needs no credit card, and plans can be cancelled from the account at any time.

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.

DocuClipper and ProperConvert side by side

Which one fits

DocuClipper fits a finance team or a firm that processes many kinds of documents, not just statements, wants everyone working in one shared web account, and wants the data pushed straight into QuickBooks Online, Xero or NetSuite without a file in between. It also fits a company that will connect the extraction to its own systems through the API.

ProperConvert fits a bookkeeper, accountant or business owner whose job is the statement itself: get the transactions out, check each one, and import them into QuickBooks Desktop or Online, Quicken, Xero or Sage as a QBO, QFX, QIF, OFX, IIF or CSV file. It fits a busy month, since there is no page count to watch, and it fits anyone who prefers to keep client statements on their own computer rather than upload them.

Questions people ask

Does DocuClipper have a desktop version?

No. DocuClipper runs in the browser and processes documents on its servers. ProperConvert is a desktop app for Windows and macOS and processes statements on your computer.

How does DocuClipper count pages?

Each plan includes a number of pages per month, 60 on Starter, 640 on Business and 2,000 on Enterprise. A statement counts by its page count. On monthly plans unused pages expire at the end of the month; yearly plans give the year's pages up front. ProperConvert has no page count.

Can DocuClipper make a QBO or QFX file?

Yes. DocuClipper downloads QBO, IIF, QIF, OFX and QFX files as well as Excel and CSV, and it can also sync directly to QuickBooks, Xero, Sage, NetSuite and Dynamics 365. ProperConvert saves the same bank file formats, QBO, IIF, QFX, QIF and OFX, from a desktop app, and shows every transaction in a table before the file is written so you can fix a payee or drop a row first.

What is a DocuClipper alternative that keeps files on my computer?

ProperConvert. It runs on Windows and Mac, never uploads a statement, has no page limit, and saves the accounting file formats that desktop and online accounting apps import.