Getting started with the platform
A quick guide to set up your account and run your first workflow in under 10 minutes.
Your first 10 minutes with the product should be enough to see value. This guide walks you through signup, connecting a source, and running your first sync.
To turn PDF statements into structured data for reconciliation and imports, use DocuClipper’s bank statement converter.
While you are here
Extract every transaction from any bank PDF
Upload a statement from any bank and DocuClipper returns a clean table—dates, amounts, descriptions, and running balance intact. No reformatting before you can reconcile or import.
Create your account
- Go to the signup page.
- Enter your work email and choose a password (or use Google/GitHub).
- Confirm your email if required.
You're now in the dashboard. No credit card is required for the free tier.
Connect your first source
We support 100+ integrations. For this walkthrough we'll use a spreadsheet:
- Click Connections in the sidebar.
- Choose Google Sheets (or Excel, Airtable).
- Authorize access when prompted.
- Select the sheet and range you want to sync.
Your connection is now listed and ready to use in workflows.
Put it into practice
Manual copy-paste is where errors begin
Split rows, drifting balances, missed transactions—they all trace back to re-keying. DocuClipper preserves the bank's layout so debits, credits, and totals tie out the first time.
Run your first sync
- Open Workflows and click New workflow.
- Add a Trigger — e.g. "When a row is added or updated."
- Add an Action — e.g. "Update our database" or "Send to Slack."
- Name the workflow and click Save.
- Use Run once to test, or leave it on to run automatically.
You should see the run in the Runs tab. From here you can add more steps, filters, and branches.
Next steps
- Explore integrations to connect more tools.
- Set up team access so your colleagues can collaborate.
- Join our community for tips and support.
Next step
Upload your first statement free
No credit card required. See extracted transactions in seconds, then export to Excel, CSV, or QBO when you're ready to scale.