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  • Features

    OCR Data Extraction

    Bank Statement Extraction

    Automatically extract data from bank statements and ensure they’re reconciled.

    Invoice OCR

    Automatically extract data from invoices.

    Receipt OCR

    Automatically extract data from receipts.

    Other Financial Documents

    Automatically extract data from financial documents and tax forms.

    Analysis

    Transaction Categorization

    Categorize your transactions using keywords.

    Financial Analysis

    Analyze transactions for flow of funds and transfer detection.

    Integrations

    • Integrations
    • Excel
    • QuickBooks
    • Xero
    • Quicken
    • Sage
    • NetSuite
    • Dynamics 365
    • SAP

    APIs

    • OCR API
    • Invoice OCR API
    • Receipt OCR API
    • Bank Statement OCR API
    • API Documentation
  • Solutions

    Solutions

    • Bank Statement Converter
    • Bank Statement Analyzer New
    • PDF to QBO Converter
    • Invoice Scanning Software
    • Receipt Scanning Software
    • CSV to QBO Converter

    Industry

    • Accountants / Bookkeepers
    • Business Owners
    • Financial Investigators
    • Family Law
    • Lenders
  • Resources

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    • Reviews
    • Customer Stories
    • Help & Support
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    • Careers
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  • Features

    Conversion

    Bank Statement Conversion & Reconciliation

    Automatically extract data from bank statements and ensure they’re reconciled.

    Invoice OCR

    Automatically extract data from invoices.

    Receipt OCR

    Automatically extract data from receipts.

    Other Financial Documents

    Automatically extract data from financial documents and tax forms.

    Categorization & Analysis

    Transaction Categorization

    Categorize your transactions using keywords.

    Financial Analysis

    Analyze transactions for flow of funds and transfer detection.

    ERP & Accounting Software

    Automatically extract data from invoices, receipts, bank statements, and import it into:

    • Excel
    • QuickBooks
    • Xero
    • Quicken
    • Sage
    • NetSuite
    • Dynamics 365
    • SAP
    • Accounting Software
    • ERP Software

    APIs

    Integrate our specialized and highly accurate OCR APIs into your system.

    • OCR API
    • Invoice OCR API
    • Receipt OCR API
    • Bank Statement OCR API
    • API Documentation
  • Solutions

    Solutions

    • Bank Statement Converter
    • Bank Statement Analyzer New
    • PDF to QBO Converter
    • Invoice Scanning Software
    • Receipt Scanning Software
    • CSV to QBO Converter

    Industry

    • Accountants / Bookkeepers
    • Business Owners
    • Financial Investigators
    • Family Law
    • Lenders
  • Resources

    Company

    • Reviews
    • Customer Stories
    • Help & Support
    • Contact Us
    • Careers
    • Legal
    • Why DocuClipper

    Ecosystem

    • Partners
    • Affiliate Program
    • Security

    Learn

    • Blog
    • Watch Tutorials
    • LinkedIn
  • Pricing
  • Log In
  • Contact
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Getting Started with DocuClipper

Getting Started

9 articles

Last Updated: September 7, 2025

DocuClipper Billing Docs

Subscription and Billing

9 articles

Last Updated: February 10, 2025

Bank Statements

14 articles

Last Updated: October 8, 2025

CSV to QBO

1 article

Last Updated: February 8, 2025

Categorizing Bank Transactions

2 articles

Last Updated: September 7, 2025

Invoices and Receipts

6 articles

Last Updated: August 3, 2025

User Management

4 articles

Last Updated: July 15, 2025

DocuClipper FAQs

FAQs

4 articles

Last Updated: February 10, 2025

DocuClipper Troubleshooting

Troubleshooting

14 articles

Last Updated: September 7, 2025

Other Documents

2 articles

Last Updated: October 8, 2025

Security and Compliance

1 article

Last Updated: September 29, 2024

Miscellaneous

2 articles

Last Updated: July 15, 2025

Financial Analysis

3 articles

Last Updated: October 20, 2025

Request for a Help Article

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If you’re looking for information on a topic that we haven’t covered in our help articles, we’d love to hear from you! Please use this form to request a new help article. We’ll do our best to create content that meets your needs.

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Leading OCR Software for Financial Documents

DocuClipper is trusted by over 10,000 professionals for accurate and quick data extraction from financial documents such as bank statements, invoices, receipts, purchase orders, and tax forms.

 

Features

  • Invoice Data Extraction Software
  • Receipt OCR
  • Bank Statement OCR
  • IRS Tax Form Data Extraction
  • Transaction Categorization
  • Financial Analysis

Solutions

  • Bank Statement Converter
  • Bank Statement Analyzer New
  • PDF to QBO Converter
  • Invoice Scanning Software
  • Receipt Scanning Software
  • CSV to QBO Converter
  • Credit Card Statement Converter

API

  • Invoice OCR API
  • Receipt OCR API
  • Bank Statement OCR API

Integrations

  • Excel OCR
  • QuickBooks OCR
  • Xero OCR
  • Quicken OCR
  • Sage OCR
  • NetSuite OCR
  • Dynamics 365 OCR
  • SAP OCR
  • Accounting Software OCR
  • ERP Software OCR

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