DocuClipper: Extract, Analyze & Automate Financial Documents

Extract Data

Bank StatementsConvert PDF bank statements to Excel, CSV, or QBO.Brokerage StatementsExtract holdings, transactions, and account data from brokerage PDFs.Credit Card StatementsExtract transactions from credit card statement PDFs.InvoicesScan invoices to QuickBooks, Xero, or Excel with line-item OCR.ReceiptsScan receipts to QuickBooks, Xero, or Excel with merchant + tax + line items.ChecksExtract and verify check data automatically.Tax FormsProcess W-2s, 1099s, and IRS forms at scale.AI TemplatesBuild custom parsers for any document type.

Analyze Financials

Client Statement ReportsA client's statements in, one checked report out as PDF or Excel.Bank Statement AnalyzerFlag fraud signals and analyze cash flow from bank statements.Cash Flow AnalysisGenerate cash flow reports from bank statements.Forensic AccountingTrace fund flows and detect irregularities.Transaction CategorizationClassify transactions with rules and AI.

Automate Workflows

Document Workflow AutomationAutomate end-to-end document processing pipelines.Batch ProcessingUpload up to 100 files at a time, processed in parallel.Intelligent Document ProcessingAI-powered classification, extraction, and routing.Automated IngestionAuto-import from Google Drive, Dropbox, OneDrive, Box, email, mobile & API.

Platform

API & WebhooksBuild custom pipelines with our REST API.AI Data ExtractionHow our AI extracts data from any financial document.SecurityEnterprise-grade security and audit logs.

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Accounting Platforms

QuickBooksBank statements, invoices, and receipts into QuickBooks.XeroBank statements, invoices, and receipts into Xero.SageBank statements, invoices, and receipts into Sage.NetSuiteBank statements, vendor bills, and receipts into NetSuite.Dynamics 365Bills and invoices into Dynamics 365 Business Central.PDF to QBO ConverterOne-click PDF to QBO for QuickBooks import.

Spreadsheets & Storage

ExcelExport structured data straight to Excel.Google SheetsPush extracted data into Google Sheets via CSV.Google DriveAuto-ingest documents from a watched Drive folder.DropboxAuto-ingest documents from a watched Dropbox folder.OneDriveAuto-ingest documents from a watched OneDrive folder.BoxAuto-ingest documents from a watched Box folder.

Developers & Automation

API & WebhooksREST API + webhooks for custom pipelines.MCP ServerLet AI agents extract and convert documents via the Model Context Protocol.ZapierConnect to 6,000+ apps without code.GmailForward attachments from Gmail to a project.EmailForward documents to a dedicated address for auto-extraction.

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Accounting & Tax

Accounting FirmsAutomate data entry for client accounting.BookkeepersSpeed up reconciliation and recurring work.Tax ProfessionalsProcess tax documents faster during peak season.

Financial Services

LendersAccelerate underwriting with automated document review.Financial AdvisorsStreamline client onboarding and financial reviews.FintechEmbed document automation in your product.

Specialized

Forensic AccountingAnalyze financial evidence for investigations.

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Support

Help CenterGuides, tutorials, and FAQs.API DocumentationReference docs for developers.

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Product

Overview Bank Statements Brokerage Statements Credit Card Statements Invoices Receipts Checks Tax Forms AI Templates Client Statement Reports Bank Statement Analyzer Cash Flow Analysis Forensic Accounting Transaction Categorization Document Workflow Automation Batch Processing Intelligent Document Processing Automated Ingestion API & Webhooks AI Data Extraction Security

Integrations

Overview QuickBooks Xero Sage NetSuite Dynamics 365 PDF to QBO Converter Excel Google Sheets Google Drive Dropbox OneDrive Box API & Webhooks MCP Server Zapier Gmail Email View all integrations

Industries

Overview Accounting Firms Bookkeepers Tax Professionals Lenders Financial Advisors Fintech Forensic Accounting View All Industries

Resources

Overview Customer Stories Reviews Blog Compare Alternatives Help Center API Documentation About Jobs Security Contact

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