---
title: "GetBankStatement vs ProperSoft (2026)"
description: "GetBankStatement vs ProperSoft: compare cloud vs desktop conversion, OCR, scans, password PDFs, exports, pricing, free trial limits, privacy, API, and support."
canonical_url: https://getbankstatement.com/blog/getbankstatement-vs-propersoft
markdown_url: https://getbankstatement.com/blog/getbankstatement-vs-propersoft.md
last_updated: 2026-08-20
---

# GetBankStatement vs ProperSoft

The GetBankStatement Team · August 20, 2026 · 10 min read

**GetBankStatement vs ProperSoft is mainly a cloud versus desktop decision. GetBankStatement is better for quick browser-based text-PDF conversion, transparent page pricing, Excel/CSV/JSON/QBO exports, validation signals, and 24-hour deletion. ProperSoft ProperConvert is better for offline desktop processing, scanned or password-view PDFs, QuickBooks/Quicken file work, and local data control.**

Disclosure: this comparison is published by GetBankStatement. Research was last verified on August 20, 2026 from first-party ProperSoft product, pricing, download, support, command-line, PDF conversion, privacy, EULA, and GetBankStatement product sources. We did not run a private hands-on benchmark against customer bank statements for this article.

The primary query is GetBankStatement vs ProperSoft. This page compares GetBankStatement with ProperSoft ProperConvert at propersoft.net, not Transaction Pro, DocuClipper, MoneyThumb, or a generic PDF-to-Excel utility.

*At-a-glance comparison, last verified August 20, 2026*

| Criterion | GetBankStatement | ProperSoft ProperConvert |
| --- | --- | --- |
| Best fit | Bookkeepers, accountants, lenders, and small businesses converting ordinary text-based bank statement PDFs in a browser with short retention and simple page-based pricing. | Users who prefer installed Windows/macOS software, offline processing, scanned or password-view PDFs, broad accounting import formats, and hands-on transaction review before import. |
| Source file types | Verified primary path is original text-based bank statement PDFs. | ProperSoft says ProperConvert converts PDF bank statements, including scanned documents and pages locked with a view password, plus CSV, Excel, QBO, QFX, OFX, QIF, QMTF, MT940, and text-style transaction files. |
| OCR and scans | Anonymous flow does not include OCR, scanned statements, image-heavy PDFs, or OCR-only files. | ProperSoft's PDF-to-CSV and PDF-to-QBO guides describe image, scanned, and OCR processing, including an OCR option for scanned, image-based, or protected PDFs. |
| Password-protected PDFs | Anonymous flow excludes password-protected PDFs. | ProperSoft states protected or locked PDFs are supported when the password is available, and its QBO guide mentions saving a PDF password in the app. |
| Exports | Excel .xlsx, CSV, JSON, and QBO are documented in current product context. | ProperSoft lists QBO, IIF, QBJ, QFX, QIF, OFX, CSV, XLS/XLSX, clipboard, and accounting-app-specific CSV layouts. |
| Free allowance | Anonymous: 1 processed text-PDF preview page per 24 hours; registered free: 5 text-PDF pages per 24 hours. | Download page says the free trial previews all transactions but exports up to 10 transactions per file. |
| Paid pricing | Starter $30/month for 650 pages, Professional $60/month for 1,250 pages, Business $99/month for 4,250 pages; annual plans are also public. | Pricing page lists Individual Complete at $19.99/month or $179.99/year per user/device with unlimited pages/statements, Team Complete at $49.98/month or $449.97/year for 3 users/devices, and Enterprise by contact. |
| Bulk and automation | Anonymous flow has no bulk upload, API access, or webhook delivery. Customer-facing API/webhooks are not verified as live. | ProperSoft describes selecting multiple PDFs, combining files, page ranges, and command-line mode with output, OCR, CSV target, mapping, and ending-balance options. Public docs show local command-line automation, not a hosted API. |
| Retention and privacy | Uploaded files and generated outputs are deleted within 24 hours. | ProperSoft's product and download pages emphasize local conversion on the user's computer with no cloud upload; its privacy policy covers website analytics, email, purchases, support, and payment processors rather than cloud-stored statement files. |
| Validation | Product positioning emphasizes eligibility checks, validation status, degraded states, and avoiding false confidence. | ProperSoft pages describe reviewing parsed transactions, checking dates, amounts, signs, descriptions, check numbers, balance verification, and editing or excluding transactions before conversion. |
| Support | Self-serve product, FAQ, pricing, and normal site support channels. | ProperSoft pricing says support is included before and after purchase; its site lists support@propersoft.net, a support form, and a phone number, while noting email is faster. |
| Security posture | Current public product truth emphasizes constrained processing, 24-hour deletion, and no unsupported certification claims. | ProperSoft claims local/offline processing, code-signed installers, delegated payment processing, PIPEDA/GDPR/CCPA rights in its privacy policy, and no direct handling of card data. We found no first-party SOC 2 claim. |

## Which product should you choose?

Choose GetBankStatement when you want a browser workflow for ordinary text-based bank statement PDFs and you value short retention, public page pricing, and straightforward Excel, CSV, JSON, or QBO output. It is the simpler first test when you do not want to install software or maintain desktop conversion settings.

Choose ProperSoft when offline processing is a requirement, your files include scans or view-password-protected PDFs, or your real job is making transaction files import cleanly into QuickBooks Desktop, QuickBooks Online, Quicken, Xero, Sage, Wave, NetSuite, Excel, or similar accounting tools.

Neither tool should be treated as universally better. GetBankStatement is narrower and cloud-based with 24-hour deletion. ProperSoft is broader, desktop-based, and stronger for local control, OCR, accounting-file conversion, and advanced import preparation.

## Where GetBankStatement wins

GetBankStatement wins on fast browser access and simple scope. Users can upload a normal text-based statement PDF, export Excel .xlsx, CSV, JSON, or QBO, and avoid installing desktop software. That matters for one-off lender packets, tax-prep support, bookkeeping cleanup, and finance review when the source file is already a selectable-text PDF.

GetBankStatement also gives a clearer cloud-retention promise: uploaded files and generated outputs are deleted within 24 hours. Anonymous users can preview 1 processed text-PDF page every 24 hours, one-page text PDFs convert fully, and registered free users can convert up to 5 text-based PDF pages every 24 hours.

Its narrower free flow is intentional. The anonymous workflow excludes scanned statements, image-heavy PDFs, OCR-only files, password-protected documents, bulk upload, API access, and webhook delivery. That scope keeps expectations honest before expensive conversion work starts.

## Where ProperSoft wins

ProperSoft wins when the buyer wants a desktop tool instead of a hosted web converter. ProperSoft's homepage and download page repeatedly state that ProperConvert processes financial data locally on Windows or macOS and does not upload bank statements to the cloud.

ProperSoft also wins on file breadth. Its first-party pages say ProperConvert can work with text PDFs, image-based PDFs, scanned PDFs, and protected PDFs when the password is available. The PDF-to-QBO guide specifically describes an OCR option for scanned, image-based, or protected PDFs.

ProperSoft is stronger for accounting import formats. Its product pages list QBO and IIF for QuickBooks, QFX and QIF for Quicken, OFX or CSV for Xero/Sage/Wave-style workflows, Excel files, CSV files, and clipboard output. GetBankStatement currently documents Excel, CSV, JSON, and QBO, not IIF, QBJ, QFX, QIF, or OFX.

## How do free trials and free limits compare?

GetBankStatement's free allowance is recurring but narrow. Anonymous users can preview 1 processed text-PDF page every 24 hours; one-page text PDFs convert fully; multi-page anonymous text PDFs show a labeled one-page preview. Registered free users can convert 5 text-based PDF pages every 24 hours.

ProperSoft's trial is different. Its download page says the software is fully functional but locked to a limited number of transactions. The free trial can preview all transactions inside the application, while the exported file includes up to 10 transactions per file so users can verify accounting-software import before buying.

## How do paid prices compare?

GetBankStatement prices by page allowance: $30/month for 650 pages, $60/month for 1,250 pages, and $99/month for 4,250 pages. Annual plans are public at $180/year, $360/year, and $599/year for higher annual page pools. That is the cleaner comparison when your files fit the text-PDF web workflow.

ProperSoft prices by user/device rather than pages. On August 20, 2026, ProperSoft listed Individual Complete at $19.99/month or $179.99/year with unlimited pages/statements, and Team Complete at $49.98/month or $449.97/year for 3 users/devices with unlimited pages/statements and unlimited premium support. That model can be very attractive for heavy desktop users.

## How do OCR, scans, and password PDFs change the decision?

OCR is one of ProperSoft's clearest advantages. ProperSoft says its PDF-to-CSV workflow works with text, image, and scanned PDF files, and its PDF-to-QBO guide says scanned, image-based, or protected PDFs can be processed with the OCR option.

GetBankStatement should be chosen only when that limitation is acceptable. The anonymous workflow is for text-based PDFs, not scans, screenshots, OCR-only files, image-heavy statements, or password-protected documents. If your clients regularly send scans or protected PDFs, ProperSoft is the stronger first product to evaluate today.

## How do privacy and retention compare?

GetBankStatement's privacy promise is short cloud retention: uploaded files and generated outputs are deleted within 24 hours. That is useful for browser conversion when users do not want a converter to keep a long-lived statement archive.

ProperSoft's privacy advantage is local processing. Its pages say bank statements are processed on the user's computer and not uploaded to the cloud. Its privacy policy focuses on website analytics, email for purchases/support, payment processors, and legal rights, not hosted statement storage. For users who cannot upload client statements at all, ProperSoft is likely the better fit.

## How should bookkeepers and accountants decide?

Use GetBankStatement for controlled intake of ordinary statement PDFs when you need quick Excel/CSV/JSON/QBO output, validation signals, and 24-hour deletion. It fits small batches, tax support, lender packages, and month-end cleanup where browser upload is acceptable.

Use ProperSoft when the accounting system import matters as much as extraction. ProperSoft is built around reviewing, editing, excluding, renaming, mapping, and converting transactions into QuickBooks, Quicken, Xero, Sage, Wave, NetSuite, Excel, and other formats. It is also more appropriate when data policy requires local-only processing.

## Does either product have an API?

GetBankStatement does not currently verify customer-facing API or webhook access in public product truth, and anonymous users do not get API access. Do not buy GetBankStatement on an assumed API roadmap.

ProperSoft's public docs show command-line mode for the installed desktop application, with options for output paths, OCR, CSV target, mapping, and ending balance. That is useful for local automation, but it is not the same thing as a hosted REST API with webhooks, queues, and server-side job retrieval.

## What claims should you test yourself?

Do not rely on either vendor's marketing language without testing your own statements. Check row counts, dates, signs, descriptions, check numbers, wrapped descriptions, beginning and ending balances, duplicate page-break rows, credits versus debits, year rollover, and whether the output imports into your accounting tool without manual repair.

This comparison does not independently verify accuracy rates, parser coverage, OCR quality, customer review counts, or performance. ProperSoft publishes review-count links and GetBankStatement's strategy emphasizes parser coverage and validation, but those are not substitutes for testing representative files before a paid workflow decision.

## Methodology and first-party sources

We reviewed first-party public sources on August 20, 2026. We used current product pages, pricing pages, download/trial pages, support docs, command-line docs, privacy policy, EULA, and GetBankStatement repo/product context. We did not invent hands-on benchmarks, unsupported GetBankStatement OCR/API/bulk features, ProperSoft hosted API features, security certifications, or private pricing.

- [ProperSoft ProperConvert homepage](https://www.propersoft.net/) — Product positioning, local processing, input file types, export formats, accounting-app fit, review workflow, support, and company context.
- [ProperSoft pricing](https://www.propersoft.net/purchase/) — Individual, Team, and Enterprise license pricing, user/device limits, unlimited pages/statements, support, cancellation, and refund language.
- [ProperSoft download and trial](https://www.propersoft.net/downloads/) — Windows/macOS availability, local security language, trial export limit, preview behavior, installer notes, and code-signing guidance.
- [ProperSoft PDF to CSV guide](https://www.propersoft.net/howto/convert-pdf-to-csv/) — PDF-to-CSV/Excel workflow, scanned/image PDF support, multi-PDF selection, page ranges, sign detection, and export layouts.
- [ProperSoft PDF to QBO guide](https://www.propersoft.net/howto/convert-pdf-to-qbo/) — QuickBooks import workflow, QBO/IIF/OFX/CSV output, OCR option, protected PDF handling, password setting, and date review guidance.
- [ProperSoft command-line mode](https://www.propersoft.net/howto/command-line/) — Installed-app automation options for output file, OCR, CSV target, mapping, and ending balance.
- [ProperSoft support and FAQ](https://www.propersoft.net/howto/) — Support article index covering conversion settings, QuickBooks, Quicken, billing, imports, exports, transaction formats, and support topics.
- [ProperSoft privacy policy](https://www.propersoft.net/privacy/) — Last-updated date, analytics, email, payment processors, sharing, retention, PIPEDA, GDPR, CCPA, and security statements.
- [ProperSoft EULA](https://www.propersoft.net/downloads/eula/) — Software license, trial license, restrictions, ownership, termination, and warranty limitation terms.
- [GetBankStatement bank statement PDF to Excel page](https://getbankstatement.com/bank-statement-pdf-to-excel) — Text-PDF workflow, export formats, validation, free test, and 24-hour deletion.
- [GetBankStatement full LLM context](https://getbankstatement.com/llms-full.txt) — Current product truth, free limits, pricing, export formats, privacy, retention, validation philosophy, and comparison cluster context.

## Bottom line

GetBankStatement is the better first test for clean text-based bank statement PDFs when you want browser conversion, Excel/CSV/JSON/QBO output, validation signals, public page pricing, and 24-hour deletion. ProperSoft is the better fit for offline desktop conversion, scans, password-view PDFs, accounting import formats, heavy page volume, and local-only data control.

If your file is a normal text-based statement PDF and cloud upload is acceptable, try GetBankStatement and validate the rows. If your policy forbids cloud upload, your files are scanned or protected, or you need IIF/QFX/QIF/OFX-style accounting imports, evaluate ProperSoft first.

## Frequently asked questions

### What is the short answer for GetBankStatement vs ProperSoft?

GetBankStatement is better for browser-based text-PDF conversion with Excel/CSV/JSON/QBO output, validation signals, public page pricing, and 24-hour deletion. ProperSoft ProperConvert is better for local desktop processing, scanned or password-view PDFs, QuickBooks/Quicken formats, and offline data control.

### Does ProperSoft support scanned bank statements?

Yes. ProperSoft's first-party PDF-to-CSV and PDF-to-QBO pages describe support for image, scanned, and OCR workflows. This comparison did not independently benchmark ProperSoft OCR accuracy.

### Does GetBankStatement support scanned PDFs anonymously?

No. GetBankStatement's anonymous flow is limited to text-based PDFs and excludes scanned statements, image-heavy PDFs, OCR-only files, password-protected PDFs, bulk upload, API access, and webhook delivery.

### Which is more private, GetBankStatement or ProperSoft?

They use different privacy models. GetBankStatement is a cloud workflow with uploaded and generated files deleted within 24 hours. ProperSoft is installed software that processes statements locally on the user's computer and says bank statements are not uploaded to the cloud.

### Which is cheaper, GetBankStatement or ProperSoft?

For heavy desktop users, ProperSoft's $19.99/month individual license with unlimited pages/statements can be cheaper. For users who want browser conversion without installing software, GetBankStatement's page-based plans start at $30/month for 650 pages.

### Does ProperSoft have an API?

ProperSoft's public docs show command-line mode for the installed desktop app, including output, OCR, CSV target, mapping, and ending-balance options. That is local automation, not the same as a hosted REST API with webhooks.

### Which tool is better for QuickBooks imports?

ProperSoft is broader for QuickBooks import preparation because it supports QBO, IIF, QBJ, OFX, QFX, and CSV-style workflows plus review and mapping tools. GetBankStatement documents QBO output but does not claim the same breadth of desktop accounting import formats.

## Related guides

- [Try the converter](/) — Upload a standard text-based bank statement PDF and test the focused browser workflow.
- [GetBankStatement vs DocuClipper](/blog/getbankstatement-vs-docuclipper) — Compare GetBankStatement with a broader OCR, API, and accounting automation platform.
- [GetBankStatement vs BankStatementConverter.com](/blog/getbankstatement-vs-bankstatementconverter-com) — Compare GetBankStatement with the specialist product at bankstatementconverter.com.
- [Bank statement PDF to Excel converter](/bank-statement-pdf-to-excel) — The core statement-PDF conversion workflow, with formats, validation, and retention details.
- [Manual bank statement data entry cost](/blog/manual-bank-statement-data-entry-cost) — A decision guide on why manual statement cleanup becomes expensive.
- [Pricing](/pricing) — Compare GetBankStatement page allowances and paid plans.
- [FAQ](/faq) — Review file handling, privacy, free-tier limits, and deletion timing.

[Convert a bank statement PDF to Excel](https://getbankstatement.com/bank-statement-pdf-to-excel) with a free text-PDF test, validation, and 24-hour file deletion.
