Extract Data From Bank Statements

DocuClipper turns PDF bank and credit card statements into clean, structured transaction data in a few clicks. This guide walks through the full flow: upload → convert → reconcile → download.

Step 1: Open the bank statements converter

From the left sidebar, click Add Documents and pick Bank/CC Statements (PDF) from the dropdown.

Step 2: Upload your PDFs

Drag PDF statements into the upload area, or click Add Bank Statements to browse for files.

For the best results:

• Do not pre-OCR the PDF, DocuClipper's OCR is tuned for raw scans.
• Keep each statement period in its own PDF. Do not merge multiple months into one file.
• Preserve the original page order; don't remove or reshuffle pages.
• For scanned statements, make sure the pages are upright and legible.

Once your files are loaded you'll see them listed under Uploaded Files, and the page count at the bottom tells you how many pages will be converted.

Step 3: Convert

Click Convert to start extraction.

DocuClipper processes statements in the background. A typical statement takes well under a minute.

Step 4: Review & reconcile

When conversion finishes, you land on the Transactions view inside the default project.

From here you can:

• Switch between uploaded statements with the Select Document dropdown.
• See Start Balance, End Balance, Total Credits, and Total Debits for the selected statement. When these match the statement PDF, DocuClipper marks it Reconciled (green badge).
• Edit individual transactions, exclude rows, or add missing ones.
• Filter by description, amount, or date.

If a statement isn't reconciling, see how reconciliation works and fixing missing or wrong transactions.

Step 5: Download your data

Click Download Data (top right of the transactions view) to open the export dialog.

Pick an Output Format (Excel, CSV, QBO, QIF, or IIF), choose which statements and columns to include, then click Download.

For a deeper walkthrough of export options, see downloading bank transactions. To send transactions directly to QuickBooks Online, follow import bank statement transactions into QuickBooks Online.

Having trouble?

• Debits/credits look reversed? See debits and credits being backward.
• Statement won't reconcile? See how to fix 'Not Reconciled' statements.
• Other problems? Email support@docuclipper.com.