Features
Bank Statement Analysis

Bank & Credit Card Data Capture

Extract transactions from PDFs or images of bank and credit card statements with high accuracy.

Check Image Data Capture

Extract data from scanned checks with AI-powered OCR.

Bank Statement Reconciliation

DocuClipper automatically reconciles bank statements to detect errors and ensure accuracy

Transaction Categorization

Automatically categorize transactions by type, vendor, or custom rules to streamline bookkeeping

Advanced Analysis & Reporting

Get visibility into cash flow, identify recurring transactions, and generate detailed financial insights with advanced tagging and filters

 Fraud Detection

Detect document tampering, missing pages, duplicate transactions, and anomalies using built-in fraud detection tools

 Invoice Processing & AP Automation

 Invoice Data Capture & Automation

Capture invoice data, route for approvals, match POs and bank transactions — all in one automated workflow

Other Documents

 Template-Based Extraction

Set up templates to extract structured data from recurring document formats like statements or reports

 Auto-Convert to Excel

Instantly convert any document to Excel with no configuration — just upload and go

Integrations

Integrations

Excel

QuickBooks

Xero

Quicken

Sage

NetSuite

Dynamics 365

SAP

APIs

OCR API

Invoice OCR API

Receipt OCR API

Bank Statement OCR API

API Documentation
Solutions
Solutions

Bank Statement Converter

Bank Statement Analyzer New

PDF to QBO Converter

Invoice Scanning Software

Receipt Scanning Software

CSV to QBO Converter

Industry

Accountants / Bookkeepers

Business Owners

Financial Investigators

Family Law

Lenders
Resources
Company

Reviews

Customer Stories

Help & Support

Contact Us

Careers

Legal

Why DocuClipper

Ecosystem

Partners

Affiliate Program

Security

Learn

Blog

Watch Tutorials

LinkedIn

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Pricing

Features
Conversion

Bank Statement Conversion & Reconciliation

Automatically extract data from bank statements and ensure they’re reconciled.

Invoice OCR

Automatically extract data from invoices.

Receipt OCR

Automatically extract data from receipts.

Other Financial Documents

Automatically extract data from financial documents and tax forms.

Categorization & Analysis

Transaction Categorization

Categorize your transactions using keywords.

Financial Analysis

Analyze transactions for flow of funds and transfer detection.

ERP & Accounting Software

Automatically extract data from invoices, receipts, bank statements, and import it into:

Excel

QuickBooks

Xero

Quicken

Sage

NetSuite

Dynamics 365

SAP

Accounting Software

ERP Software

APIs

Integrate our specialized and highly accurate OCR APIs into your system.

OCR API

Invoice OCR API

Receipt OCR API

Bank Statement OCR API

API Documentation
Solutions
Solutions

Bank Statement Converter

Bank Statement Analyzer New

PDF to QBO Converter

Invoice Scanning Software

Receipt Scanning Software

CSV to QBO Converter

Industry

Accountants / Bookkeepers

Business Owners

Financial Investigators

Family Law

Lenders
Resources
Company

Reviews

Customer Stories

Help & Support

Contact Us

Careers

Legal

Why DocuClipper

Ecosystem

Partners

Affiliate Program

Security

Learn

Blog

Watch Tutorials

LinkedIn
Pricing
Log In
Contact

DocuClipper Customer Stories

Learn how our customers save time and reduce errors with DocuClipper.

SIKICH

DocuClipper has helped us eliminate several manual data entry processes, saving us a lot of time.

Hawksford

DocuClipper allows us to process client financials with speed and precision, freeing our teams to focus on delivering strategic value

Baker Tilly

DocuClipper modernized our Canadian audit teams. We save time, reduce errors, and provide faster insights to our clients

365 Finance

It’s a complete game-changer. Instead of spending hours combing through statements, we get the data we need almost instantly.

Simplistic Accounting

The accuracy and processing speed of DocuClipper saved us a lot of time and transformed our operational efficiency.

Suttle & Co

DocuClipper allowed us to enhance our advisory services, directly impacting our bottom line.

Krishnan & Co

DocuClipper removes the manual drudgery from working with bank statements and lets you focus on the work clients actually value.

QR Accountants

What used to be a fraught process at month-end is now routine and stress-free.

Premium Tax USA

We went from spending days on data entry to spending that time on actual tax analysis and client strategy.

Force 10 Partners

DocuClipper is indispensable in uncovering hidden transactions during bankruptcy investigations. We can deliver insights in days instead of weeks

RG Insolvency

DocuClipper helps us process cases in a fraction of the time. It’s become a core tool in our insolvency practice

FPM Group

DocuClipper gives us the ability to handle more audits in less time, without compromising accuracy

Armalytix

With DocuClipper powering our statement scanning, our clients get all the bank data they need — ready-analysed and risk-assessed — in moments

MHB Financial

DocuClipper lets us approve loans in hours instead of days — and we catch fraud risks we might have missed before

AABRS

DocuClipper has become an indispensable tool for our practice

4.8

Leading OCR Software for Financial Documents

DocuClipper is trusted by over 10,000 professionals for accurate and quick data extraction from financial documents such as bank statements, invoices, receipts, purchase orders, and tax forms.

Features

Solutions

API

Integrations

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