Advanced Features for Financial Document Conversion

DocuClipper offers an extensive range of features designed to simplify and streamline financial document conversion. Our cutting-edge OCR technology enables efficient data extraction from PDF bank and credit card statements, saving time and reducing errors.

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DocuClipper Features 1


Powerful Features to Save Time and Ensure Accuracy

Automatic Reconciliation DocuClipper Features

Automatic Reconciliation

Conversion accuracy is ensured by automatic reconciliation, which compares transaction totals to summary information on the statement. If everything checks out, the statement is identified as reconciled, saving you time and manual review.

Multiple Accounts DocuClipper Features

Multiple Accounts

DocuClipper detects multiple accounts in a single statement and downloads separate files for each account.

Customizable Output DocuClipper Features

Customizable Output

Download spreadsheets in the format you need. You can select dates, description, credit, debit, balance, account names, and many other fields.

Batch processing DocuClipper Features

Batch Processing

Convert multiple same or different bank statements at once to save time.

DocuClipper OCR technology scanned or pdf financial statements conversion

Best-in-class OCR

Convert any scanned PDF bank, credit card, and brokerage statements. Best-in-class fast optical character recognition gives the best accuracy.

Advanced Tools for Financial Investigators To Speed Up Your Analysis

Complete File Inventory

Never miss a crucial document again. Our File Inventory feature ensures all necessary statements are present for your analysis, providing a comprehensive overview of your available data.

File Inventory DocuClipper Features

Simplified Transaction Categorization

Automatically categorize transactions using keywords, simplifying data analysis and interpretation.

Transaction Categories DocuClipper Features

Intelligent Transfer Detection

Our system identifies transfers between accounts, providing a clear and concise view of financial behaviors.

Transfer Detection DocuClipper Features

Visualize the Flow of Funds

Bring your data to life with visuals that clearly illustrate the flow of money across accounts.

Flow of Funds DocuClipper Features

Seamless Integration with Leading Accounting Software

DocuClipper is integrated with your favorite accounting software.

Intuit QuickBooks logo


DocuClipper’s OCR solution seamlessly connects with QuickBooks, allowing you to import extracted financial data directly into your accounting system. Experience improved efficiency and productivity with this powerful integration.

Xero Logo


Tap into the capabilities of DocuClipper’s OCR solution by linking it with Xero. DocuClipper conveniently generates spreadsheets in a Xero-compatible format, allowing for a straightforward import of your extracted financial data into Xero.

Sage Group logo


Enhance your financial processes by connecting DocuClipper’s OCR software with Sage. DocuClipper produces spreadsheets in a Sage-compatible format, enabling a seamless import of your extracted financial data into Sage, thereby bolstering overall business productivity.

The Best Bank Statement Converter

Great Customer Support

Responsive & knowledgeable support team that quickly solves any issue.

Get Your Data in Seconds

Take back control over a manual or outsourced process. Process years of bank statements in seconds, not days.

Very Accurate Conversions

Enjoy 99% accuracy in document conversion with our state-of-the-art OCR technology to that converts both scanned and text statements.

Really Easy to Use

No installation or maintenance is required. Intuitive software, no training required. Thousands of our customers praise how easy is to use DocuClipper.

Your Data Is Protected

DocuClipper has passed an independent security review by Intuit. Data is encrypted at rest and in transit.

Transparent Pricing

Simple pricing based on usage. No contracts. No hidden fees. No licenses. Upgrade, downgrade or cancel any time.

Try the #1 Bank Statement Converter

Free 14-day trial. No credit card required.

Frequently Ask Questions about DocuClipper Features

DocuClipper’s OCR technology specializes in efficiently extracting data from bank and credit card statements in PDF format. Our solutions streamline the data extraction process, allowing for seamless integration with popular accounting software like QuickBooks Online, QuickBooks Desktop, Xero, and Sage.

Yes, DocuClipper can be easily integrated with popular accounting software such as QuickBooks Online and QuickBooks Desktop, Xero, and Sage. Our seamless integration ensures that financial data extracted using our OCR solutions can be effortlessly imported into your accounting software for streamlined financial management.

DocuClipper supports various file formats for data extraction and export, including CSV, Excel, and Google Sheets. Our multi-format OCR solutions ensure seamless data integration, enabling you to work with different file types of bank statements and credit card statements without any hassle.

Yes, DocuClipper is designed to effortlessly handle and extract data from multiple pages of bank and credit card statements. Our multi-page recognition feature saves time, reduces errors, and simplifies the financial management process by accurately extracting data from all pages in a single operation.

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