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.
TRUSTED BY THOUSANDS OF BUSINESSES ACROSS THE GLOBE
Powerful Features to Save Time and Ensure Accuracy
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 detects multiple accounts in a single statement and downloads separate files for each account.
Customizable Output
Download spreadsheets in the format you need. You can select dates, description, credit, debit, balance, account names, and many other fields.
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.
- Comprehensive Overview: Ensure all necessary statements are present for your analysis.
- Missing Document Detection: Quickly identify if any documents are missing from your analysis.
- Customizable Date Range: Define the start and end date for your analysis, ensuring completeness over the desired period.
Simplified Transaction Categorization
Automatically categorize transactions using keywords, simplifying data analysis and interpretation.
- Keyword-Based Categorization: Utilize keywords to automatically group transactions into categories.
- Data Simplification: Facilitate data analysis and interpretation with organized transactions.
- Customizable Categories: Create your own category groups to suit your specific analysis needs.
Intelligent Transfer Detection
Our system identifies transfers between accounts, providing a clear and concise view of financial behaviors.
- Automatic Detection: Our system identifies transfers between accounts automatically.
- Clear Financial Overview: Gain a concise view of financial behaviors through transfer detection.
- Manual Adjustment: Ability to approve or reject identified transfers for improved accuracy.
Visualize the Flow of Funds
Bring your data to life with visuals that clearly illustrate the flow of money across accounts.
- Visual Data Representation: Illustrate the flow of money across accounts with intuitive visuals.
- Income and Expense Overview: See income, expenses, and transfers between accounts clearly.
- Interactive Exploration: Click on elements to dive deeper into specific money flows.
Seamless Integration with Leading Accounting Software
DocuClipper is integrated with your favorite accounting software.
QuickBooks
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
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
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
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.
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.