In this recorded webinar, you’ll discover how DocuClipper goes beyond basic data extraction—letting you accurately extract transactions from bank statements and invoices, automatically categorize them, and export clean, structured data into Excel, accounting platforms, or ERP systems.
Whether you’re an accountant, bookkeeper, or legal professional, this walkthrough will show you how to save hours of manual work with automation built specifically for financial documents.
What Is DocuClipper?
DocuClipper is an AI-powered OCR solution that helps professionals extract data from bank statements, invoices, receipts, and IRS forms—and export that data into Excel, CSV, or formats compatible with popular accounting software like QuickBooks.
If you’re looking for a way to convert bank statements to Excel or extract data from long invoices quickly and accurately, DocuClipper is built for you.
Who Benefits from Using DocuClipper?
- Bookkeepers & Accountants converting bank statements and invoice data into spreadsheets
- Forensic Investigators & Legal Teams analyzing edited documents and verifying financial histories
- Lenders & Underwriters extracting transaction data to assess risk and income
- Tax professionals & Finance Teams who need reliable Excel exports from PDFs
Webinar Highlights: Extracting Data Made Simple
Extract Bank Statement Transactions
Watch as DocuClipper parses multiple PDF bank statements and extracts data into Excel, including:
- Starting and ending balances
- Transaction counts
- Credits and debits
- Vendor descriptions and amounts
All transactions are automatically reconciled and exported in a clean, structured format.
Extract Invoice Data to Excel
You’ll also see how to upload invoices and receipts, extract fields like:
- Vendor name
- Invoice number
- Line items and totals
Then export that data in Excel—customized to include only the fields you need.
Categorize Transactions with Keyword Rules
DocuClipper allows users to build and save keyword-based rules to automatically assign spending categories. Whether you’re working with national vendors or regional spending patterns, you can create templates per client or case.
Secure, Compliant, and Scalable
- End-to-end encryption
- SOC 2 Type II audit in progress
- Trusted by professionals in accounting, law, lending, and fraud investigation
QuickBooks Compatibility
While this video focuses on Excel exports, DocuClipper is compatible with QuickBooks Online and Desktop. You can export your extracted data in formats like .CSV, .IIF, or use direct integrations outside of this demo.
Watch the Full Demo
👉 Watch the webinar recording here and see DocuClipper in action:
- Extract bank transactions from PDFs
- Convert bank statements to Excel
- Clean and enrich invoice data
- Apply keyword-based categorization
- Detect fraud in edited bank statements
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Experience the fastest way to extract financial data from PDFs and convert it to Excel.
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