DocuMatix

DocuMatix

Marquis Software Solutions
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About

Extract important data from any scanned or digital PDF document. Send it to Excel, QuickBooks, and other apps. DocuClipper uses OCR technology and can pull data from any digital or scanned document. DocuClipper works with both bank and credit card statements. DocuClipper has passed an independent security review by Intuit and follows security best practices. DocuClipper automatically pulls the transactions, dates, and other relevant data from any scanned or digital PDF bank statement. Hundreds of banks are supported, from big national banks to small credit unions. Automatically import the transactions into an Excel spreadsheet or download a file that can be imported into your accounting software. DocuClipper supports QuickBooks, Xero, Sage, and other popular accounting software. Conversion accuracy is ensured by automatic reconciliation, which compares transaction totals to summary information on the statement.

About

DocuMatix is our digital marketing suite designed specifically for financial institutions. More than email, it combines key digital and mobile marketing tools in one intuitive interface. Email marketing, automated surveys, event management, and text messaging are all included. DocuMatix On Demand brings marketing automation to your digital marketing, delivering messages in real time or when you schedule them. The SaaS model is all about keeping it simple. By offering solutions that require only an internet browser to use, it’s easy to avoid the overhead and expense of installing and maintaining additional hardware and software. Real-time reporting means instant access to data. This provides accurate tracking and ongoing assessment of marketing campaign results. To ensure that all our clients maintain compliance with the CAN-SPAM Act, we maintain whitelist status at AOL, Hotmail, MSN, and over 40,000 other ISPs. Being recognized in the industry as a “permission-based” sender.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Enterprises seeking a solution to automate data extraction from bank statements, tax forms, invoices, reports, and digital document

Audience

Financial institutions that need a marketing software solution

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$29 per month
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

DocuClipper
Founded: 2018
United States
www.docuclipper.com/docuclipper/

Company Information

Marquis Software Solutions
United States
gomarquis.com/marketing-solutions/

Alternatives

Caelum AI

Caelum AI

Mindrops

Alternatives

ProperConvert

ProperConvert

ProperSoft
DocuTrack

DocuTrack

RedSail Technologies
Clipper

Clipper

rojekti
Publitrac

Publitrac

PUBLITECH

Categories

Categories

Data Entry Features

Abbreviation Detection
Data Capture and Transfer
Data Cleansing
Data Entry Verification
Data Search Flexibility
Duplicate Detection
Flexible Search
Image Entry
Library Conversion
Mis-Keyed Variation Detection
Phonetic Variation Detection

Data Extraction Features

Disparate Data Collection
Document Extraction
Email Address Extraction
Image Extraction
IP Address Extraction
Phone Number Extraction
Pricing Extraction
Web Data Extraction

Electronic Data Capture Features

Audit Trail
CRF Tracking
Data Entry
Data Verification
Distributed Capture
Document Imaging
Document Indexing
Forms Management
Remote Capture
Study Management

OCR Features

Batch Processing
Convert to PDF
ID Scanning
Image Pre-processing
Indexing
Metadata Extraction
Multi-Language
Multiple Output Formats
Text Editor
Zone Selection Tool

PDF Features

Annotations
Convert to PDF
Digital Signature
Encryption
Merge / Append
PDF Reader
Watermarking

Marketing Automation Features

A/B Testing
Analytics / ROI Tracking
Artificial Intelligence
Content / Blogging Platform
Customizable CTAs
Drip Campaigns
Dynamic Content
Landing Pages / Web Forms
Lead Scoring
Sales Intelligence
Search Marketing
Segmentation
Social Marketing
Website Visitor Tracking

Integrations

Google Docs
Microsoft Excel
QuickBooks Online
Sage Accounting
Xero

Integrations

Google Docs
Microsoft Excel
QuickBooks Online
Sage Accounting
Xero
Claim DocuClipper and update features and information
Claim DocuClipper and update features and information
Claim DocuMatix and update features and information
Claim DocuMatix and update features and information