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Getting Started with DocuClipper

Create your account, upload your first financial document, and export the extracted data to Excel or your accounting software.

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DocuClipper extracts structured data from bank statements, invoices, checks, and other financial documents. This guide walks you through the core workflow.

Step 1: Create an account

  1. Go to docuclipper.com and click Start Free Trial.
  2. Enter your email and choose a password.
  3. Verify your email address.

Your trial includes a limited number of pages at no cost. No credit card is required to start.

Step 2: Upload a document

  1. Log in and open the Projects view.
  2. Create a new project or open an existing one.
  3. Click Add Documents in the sidebar and choose the document type:
    • Bank/CC Statements, bank and credit card PDFs
    • Bank Transactions (CSV), CSV exports from your bank
    • Check Images, scanned checks
    • Invoices/Receipts, invoices and receipts
    • Forms, W-2, 1099, and other tax forms
    • Other Documents, any other financial document
  4. Select your file and click Upload.

DocuClipper processes the document and extracts the data automatically.

Step 3: Review extracted data

After processing, open the project to review the extracted transactions or line items. You can:

  • Edit individual fields inline
  • Add missing transactions
  • Delete incorrect lines
  • Check the reconciliation status (bank statements)

See Fix reconciliation issues if your statement shows "Not Reconciled."

Step 4: Export the data

Click Download to export the results. Supported formats include:

  • Excel (.xlsx)
  • CSV
  • QuickBooks Online (QBO)
  • QuickBooks IIF
  • Xero CSV
  • Sage CSV
  • Quicken QIF

See the supported output formats article for the full list.

Next steps