How to Create a DocuClipper Account

Creating a DocuClipper account takes about a minute. This guide also covers the one profile setting that's worth configuring up front, date format, because it affects how every statement you convert is interpreted.

Creating the account

Go to docuclipper.com and click Sign Up for Free.
Enter your email and name, and choose a password. Or click Continue with Google / Microsoft / Facebook to sign up with SSO.
Check your inbox for a verification email and click the link.
Log in. You'll land on the Convert Documents home screen ready to upload your first statement.

No credit card is required for the free trial. You can convert a limited number of pages before being prompted to pick a plan.

Configuring your profile

A couple of profile settings are worth setting before you convert your first statement.

Click your profile icon in the top-right of the dashboard → Settings.
Open the Profile tab.

Date format (important)

Ambiguous dates like 01/02 can mean January 2 or February 1 depending on locale. DocuClipper uses your profile date format to resolve this when OCR sees a short date on a statement.

MM/DD: use if your statements show dates as 01/15 meaning January 15. This is the US default.
DD/MM: use if your statements show 15/01 meaning January 15. This is the UK / EU / AU default.

Set this once to match your bank's statement format. If you later upload statements in a different format, you can override on a per-project basis.

Name and email

Name: shows on invoices and email receipts. Safe to change any time.
Email: contact support to change your login email, see How to change personal information and email.

What's next

Extract Data from Bank Statements: your first conversion, end to end.
Convert Invoices and Receipts to Excel: if you're starting with invoices instead.
Other Documents, Overview: the full list of supported document types.

If you hit any errors during signup, see Account creation errors in DocuClipper or email support@docuclipper.com.