Email Integration
4.7/5(117+ reviews)Trusted by 10,000+ finance teams
Process Financial Documents Straight from Email
Forward documents to DocuClipper, or have clients and vendors send them in. Bank statements, invoices, and receipts attached to email are extracted, structured, and ready to export automatically.
4.7/5(117+ reviews)Trusted by 10,000+ finance teams14-day free trialNo credit card required
0
Manual uploads required
30s
Avg processing time per document
99.9%
Extraction accuracy
1-click
Export to QuickBooks, Xero, or Excel
How the Email Integration Works
Send documents in, DocuClipper handles everything from ingestion to structured output.
Forward or send in
Forward emails with document attachments to your dedicated DocuClipper address, or have vendors and clients send them directly. Every attachment is queued for processing automatically.
Automatic extraction
Bank statements, invoices, receipts, and tax forms attached to incoming email are extracted the moment they arrive. All fields are structured and ready to export.
Hands-off pipeline
No downloading attachments, no re-uploading. Documents flow from your inbox into DocuClipper continuously, so nothing sits waiting for someone to process it.
Secure by default
Documents are received over encrypted connections and processed in your account only. You control which address accepts documents and can rotate it at any time.
Set Up in 3 Steps
1
Get your DocuClipper email address
Every account gets a dedicated address for receiving documents. Copy it once and you're ready to start sending documents in.
2
Send or forward documents
Forward emails with attachments yourself, or share the address with clients and vendors so they send documents directly. Set up a mail rule to auto-forward if you prefer.
3
Documents are processed automatically
Any bank statement, invoice, or receipt attached to an incoming email is extracted automatically. Results are available in your DocuClipper dashboard for export.
Common Workflows Using Email + DocuClipper
Accounting firms
Clients email bank statements and invoices directly to you. Forward them to DocuClipper and the attachments are extracted automatically, no downloading or re-uploading required.
- 1Client emails a bank statement or invoice as a PDF attachment
- 2You forward it to your DocuClipper email address
- 3Structured data is exported to QuickBooks, Xero, or CSV, ready for review
Accounts payable teams
Vendor invoices arrive by email every day. Route them to a dedicated AP inbox and DocuClipper processes every attachment automatically, capturing vendor, line items, and totals.
- 1Vendor sends an invoice PDF to your AP email address
- 2DocuClipper extracts vendor, line items, dates, and totals
- 3Structured data is exported to your AP workflow or ERP
Lending workflows
Borrowers email bank statements as part of their application. Forward them to DocuClipper and get structured transactions and fraud signals back without manual handling.
- 1Borrower emails bank statements to your intake address
- 2DocuClipper immediately extracts transactions and runs fraud checks
- 3Underwriter receives structured output for review
Document Types Processed from Email
What Customers Say
Real reviews from accountants, bookkeepers, and finance teams.
“DocuClipper has helped us eliminate several manual data entry processes, saving us a lot of time.”
KR
Kristin Mitchell
Accounting, United States
“It's a complete game-changer. Instead of spending hours combing through statements, we get the data we need almost instantly.”
MA
Matt
Lending, United Kingdom
“DocuClipper allowed us to enhance our advisory services, directly impacting our bottom line.”
SA
Sarah Winship
Accounting, United Kingdom
Process financial documents straight from email. Start your free 14-day trial.
Start free trialEmail Integration FAQ
DocuClipper gives you a dedicated email address. Any document attached to an email sent or forwarded to that address is automatically picked up, processed, and made available in your account for export. You never have to download and re-upload attachments.
DocuClipper processes bank statements, invoices, receipts, checks, and IRS tax forms (W-2, 1099, 1040) attached to email. It handles both digital PDFs and scanned PDFs, and the document type is detected automatically.
Yes. You can share your DocuClipper email address with clients or vendors so they send documents in directly, or you can forward emails yourself. Either way, the attachments are processed automatically.
Extracted data is available in your DocuClipper account for export to Excel, CSV, QuickBooks, Xero, or Google Sheets. You can also use the API or webhooks to push results to any downstream system automatically as soon as processing completes.
The email integration accepts documents sent or forwarded to a dedicated DocuClipper address from any mail provider. The Gmail integration connects to your Gmail account via OAuth and watches your inbox with sender, label, and subject filters. Use email forwarding for simple hands-off intake, or Gmail if you want DocuClipper to monitor an existing inbox.
Yes. Documents are received over encrypted connections and processed only in your DocuClipper account. You control which address accepts documents and can rotate or disable it at any time.