How did DocuClipper help Carr, Riggs & Ingram improve audit workflows?

DocuClipper automated bank statement extraction, eliminating the need for manual data entry and significantly reducing audit preparation time.

What was Carr, Riggs & Ingram’s process before DocuClipper?

They relied on junior staff to manually enter transactions from PDF statements into spreadsheets—a time-consuming and error-prone process.

What impact did DocuClipper have on Carr, Riggs & Ingram?

The team reduced rework, increased speed, and freed up staff to focus on higher-value advisory services instead of data entry.

Would Carr, Riggs & Ingram recommend DocuClipper to others?

Yes, they recommend it to accounting firms looking to streamline operations and eliminate the drudgery of manual entry.

How Carr, Riggs & Ingram Transformed Audit Efficiency with DocuClipper

Location

United States

Industry

Accounting

Team size

3000+ employees

Use Case

Converting bank statements for audits and account reconciliations.

Now we upload clients’ PDF bank statements and instantly get accurate tables of transactions ready to import. No more endless copy-pasting or cross-checking numbers line by line.

Stephanie

Partner

Company Background

Carr, Riggs & Ingram is a leading accounting and advisory firm serving clients across a wide range of industries. With a focus on audits, reconciliations, and financial consulting, their teams regularly handle large volumes of sensitive and complex financial data.

The Challenge

Before implementing DocuClipper, the firm’s audit and reconciliation processes relied heavily on manual data entry. Junior staff often spent entire days keying in bank transactions line by line from PDF statements. The process was not only time-consuming and repetitive—it also introduced a risk of human error that could require costly rework and delay final deliverables.

“Our traditional process just wasn’t scaling well during peak periods,” the team noted.
“Manual errors were slipping through, and too much time was spent on low-value data entry tasks.”

The Solution

To increase efficiency and reduce errors, Carr, Riggs & Ingram adopted DocuClipper as their go-to tool for automated bank statement data extraction. With just a few clicks, the team could upload clients’ PDFs and receive structured, ready-to-import transaction tables within minutes.

“The software is straightforward enough that our whole team embraced it quickly,” they said.
“It’s freed up time for more valuable work like financial analysis and client advisory.”

The Results

Since integrating DocuClipper, the firm has experienced significant gains in productivity and accuracy:

Time savings: Hours of manual entry reduced to minutes per statement
Error reduction: Fewer manual mistakes mean less rework
Staff efficiency: Team members can now focus on higher-value tasks
Scalability: Workflows can keep pace with busy season volumes

Why They Recommend DocuClipper

Carr, Riggs & Ingram strongly recommends DocuClipper to other accounting firms looking to modernize their practice.

“We highly recommend DocuClipper to other accounting firms — it’s an essential tool for eliminating the drudgery of manual data entry and scaling your services with ease.”