Audience
Enterprises seeking a solution to automate data extraction from bank statements, tax forms, invoices, reports, and digital document
About DocuClipper
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.
Other Popular Alternatives & Related Software
DocuWare
DocuWare is a trusted provider of cloud solutions for workflow automation, document management, and enterprise content management (ECM). The company’s reliable office automation solution delivers smart digital workflow and document control that improves workforce productivity and boosts business performance. DocuWare’s cloud services are recognized for automating, digitizing, and transforming key processes for over 930,000 users across the world.
Learn more
ProperConvert
ProperConvert converts transaction files to be compatible with your accounting software.
For bank and credit card transactions, the ProperConvert app converts from the following formats:
- CSV/XLS/XLSX/TXT (and copy/paste from any spreadsheet desktop or online software)
- PDF (downloaded from online banking, image-based, protected, scanned)
- QFX/OFX/QBO
- QIF/QMTF
- MT940/STA
The app converts into the file formats compatible with your accounting or personal finance or spreadsheet software:
- QuickBooks Desktop (all versions), convert to QBO or IIF format
- Quicken (convert to QFX, QIF, CSV Mint)
- Xero (convert to OFX, CSV)
- Sage (convert to OFX)
- Wave Accounting (convert to OFX)
- FreeAgent (convert to OFX)
- Banktivity (convert to QIF)
- Kashoo (convert to OFX)
- ZARMoney (convert to OFX)
- Excel (convert to CSV, Excel, clipboard)
- and many others importing standard financial file formats like OFX, QBO, QFX, QIF, IIF, CSV, MT940
Learn more
DocuSend
Remotely send your documents directly to the United States Postal Service through our cloud-based mailroom. DocuSend works with any accounting, billing, or CRM software that produces PDF documents containing a valid mailing address. Users can upload directly, or developers can integrate our REST API to offer a "Send Mail" button in their software, either as a reseller or for internal direct connectivity. There are enormous economic advantages for any business or organization that needs to safely print and mail documents on demand. We also offer an automated email service called DocuLink that lets you know which users open the document links sent and makes it easy to follow up with a hard copy if needed. We are sure that one of our features will improve your mailing experience: DocuSend, DocuLink or the Print-To-Mail Rest API will streamline the manual and time-consuming print, mail and email process.
Learn more
onPhase
onPhase is an AI-powered financial automation platform that helps businesses scale smarter. From data capture to payment and everything in between, onPhase removes manual roadblocks, strengthens supplier relationships, and delivers real-time cash flow visibility so finance teams can grow sustainably with less friction.
AP Automation and Vendor Payments Solutions:
Allow onPhase to automate how invoices are captured, coded, routed for approval, and paid. All while seamlessly syncing back to your ERP of choice.
Document Management Solution:
Transforms how finance teams handle crucial documentation such as contracts, invoices, receipts, financial statements, and purchase orders.
Forms and Workflow Automation:
Automates the collection, routing, approval, and notification processes for expense approvals, time off requests, employee onboarding, and more.
Learn more
Pricing
Starting Price:
$29 per month
Free Trial:
Free Trial available.
Integrations
Company Information
DocuClipper
Founded: 2018
United States
www.docuclipper.com/docuclipper/
Videos and Screen Captures
Other Useful Business Software
Our Free Plans just got better! | Auth0
You asked, we delivered! Auth0 is excited to expand our Free and Paid plans to include more options so you can focus on building, deploying, and scaling applications without having to worry about your security. Auth0 now, thank yourself later.
Product Details
Platforms Supported
Cloud
Training
Documentation
Videos
Support
Online
DocuClipper Frequently Asked Questions
DocuClipper Product Features
Data Entry
Data Capture and Transfer
Abbreviation Detection
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
Document Extraction
Disparate Data Collection
Email Address Extraction
IP Address Extraction
Image Extraction
Phone Number Extraction
Pricing Extraction
Web Data Extraction
Electronic Data Capture
Document Indexing
Forms Management
Audit Trail
CRF Tracking
Data Entry
Data Verification
Distributed Capture
Document Imaging
Remote Capture
Study Management
OCR
Batch Processing
Image Pre-processing
Indexing
Multi-Language
Multiple Output Formats
Zone Selection Tool
Convert to PDF
ID Scanning
Metadata Extraction
Text Editor
PDF Reader
Annotations
Convert to PDF
Digital Signature
Encryption
Merge / Append
Watermarking