DocuClipper Mobile App: Install, Sign In, and Capture Documents, Docs

The DocuClipper mobile app is a companion to your web account. Use it to capture documents on your phone and have them appear in the same projects, document lists, and exports you already use on the web. The app does not replace the web app. Extraction, editing, and exports still happen on the web.

What the mobile app is for

The mobile app is built around capture. Typical uses:

Photograph a paper bank statement or invoice and have it land in a project for extraction.
Snap a stack of receipts on the road and process them later from your laptop.
Take a picture of a check, ID, or any supported document type without scanning it first on a flatbed scanner.

The captured file is uploaded to your DocuClipper account immediately. Once it is in your account, every web feature is available: the document is visible in the project's document list, runs through the same extraction pipeline, and can be exported the same way as a file you uploaded from a desktop.

Install

The DocuClipper app is available on both major mobile stores:

iOS (iPhone and iPad): install from the App Store.
Android: install from Google Play.

You can also reach both store links from inside DocuClipper. Open Settings and then Mobile App in the web app. The Mobile App page shows direct App Store and Google Play buttons.

Pair the app with your DocuClipper account

The mobile app signs in by scanning a QR code generated inside your existing DocuClipper account. You do not enter your email and password into the phone.

Sign in to DocuClipper on the web in the usual way.
Open Settings, then click Mobile App.
Click Generate QR Code. A QR code appears on screen with a countdown.
On your phone, open the DocuClipper app and start the sign-in flow. The app opens the camera so it can read the code.
Point the phone camera at the QR code on your computer screen until the app reads it. The app signs you in to the same account.

If the code expires before you scan it, click Generate New Code on the web page and try again. Codes are short-lived on purpose so a screenshot of the page cannot be reused later.

You only need to do this once per device. After the first pairing, the app stays signed in until you sign out or revoke the session.

Capture a document

Once paired, the app opens to a capture screen. The basic flow is:

Pick the project you want the document to land in.
Capture the document. The app uses your phone camera and supports both single-page and multi-page captures, so a multi-page bank statement on paper can be photographed page by page into a single document.
Confirm and upload. The file goes to your DocuClipper account under the selected project.

From that point on, the document behaves exactly like one you uploaded from your laptop: extraction runs on it, edits are made on the web, and exports go to Excel, QuickBooks Online, Xero, or wherever your project is configured.

Supported file types from the camera flow

The camera flow produces images and, for multi-page captures, a combined file. DocuClipper accepts the same document types from the mobile app that it accepts from the web upload:

Bank and credit card statements (single or multi-page).
Invoices and receipts.
Checks.
Tax forms (W-2, 1099, and similar).

If you already have a PDF on the phone (for example, an emailed statement), you can use the share sheet on iOS or the share menu on Android to send the PDF into DocuClipper instead of using the camera. It will land in the project you select, the same as a camera capture.

Tips for good captures

The accuracy of extraction is much higher when the source image is good. The mobile app cannot fix a blurry or cropped photo after the fact.

Lay the document flat on a contrasting surface (a dark desk under white paper works well).
Fill the frame with the document. Avoid large empty borders.
Use even lighting. Side glare from a window or overhead light reduces OCR quality.
For multi-page statements, capture pages in order. Page order is preserved in the upload.

If a page looks unreadable on your phone screen, it will look unreadable to extraction too. Recapture that page before uploading.

Signing out and managing devices

To sign out of a phone, sign out from inside the mobile app's settings. To force-revoke a paired phone from the web (for example, if you lost the device), generate a new QR code; old sessions are independent of each new pairing, but if you want to fully invalidate a device, change your DocuClipper password from Settings → Account, which signs the device out on next request.