Other Documents, Overview
DocuClipper handles more than bank statements, here's the full list of supported document types and where to learn more about each.
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Bank statements get most of the attention, but DocuClipper extracts structured data from a wide range of financial documents. Here's the map.
Built-in document types
Each of these has a dedicated converter with pre-built field definitions, no template required.
| Type | What DocuClipper extracts | Guide |
|---|---|---|
| Bank & credit card statements | Date, description, amount, balance per transaction; opening/closing balance; period | Extract data from bank statements |
| Bank transactions CSV | Re-format an existing CSV into QBO, IIF, QIF, Xero CSV, Excel, etc. | Convert Bank Transactions CSV |
| Brokerage statements | Holdings, transactions, account summary from investment account PDFs | Converting Brokerage Statements |
| Invoices & bills | Supplier, invoice #, date, due date, line items, tax, total | Convert invoices to Excel |
| Receipts | Merchant, date, line items, tax, total | Convert invoices to Excel |
| Checks | Date, payee, amount, memo, account, check # | Converting Check Images |
| W-2, 1099, paystubs, tax forms | All standard fields on each form | Converting W-2, 1099, Paystubs, Tax Forms |
Custom / non-standard documents
If your document doesn't match any of the built-in types, trust statements, rent rolls, leases, custom forms, use DocuClipper's custom-extraction flow to draw your own fields and save a reusable template.
Not sure which to pick?
- It looks like a bank statement or credit card statement → use the bank-statement converter. It handles almost every US/CA/UK/AU bank out of the box.
- It's a brokerage or investment account statement → use the brokerage converter (on the Tools page).
- You already have a CSV of transactions → use the Bank Transactions CSV converter to reformat into QBO, Xero CSV, Excel, etc.
- It's an invoice, bill, or receipt → use the invoice converter; it also handles receipts.
- Something else → use the custom-document flow. You'll get a template you can reuse forever.