OneDrive Integration
4.7/5(117+ reviews)Trusted by 10,000+ finance teams
Process Financial Documents Automatically from OneDrive
Connect DocuClipper to Microsoft OneDrive. Drop bank statements, invoices, or receipts into a folder, they're 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 OneDrive Integration Works
Connect once, then let DocuClipper handle everything from ingestion to structured output.
Folder watching
Point DocuClipper at a OneDrive folder. Any new document that appears is automatically picked up and queued for processing, no manual upload steps.
Automatic extraction
Bank statements, invoices, receipts, and tax forms are extracted as soon as they land in the folder. All fields structured, reconciled, and ready to export.
Continuous sync
As your team or clients add documents to shared OneDrive folders, DocuClipper checks for new files continuously and processes them. Results are available without waiting for batch jobs.
Secure Microsoft OAuth
DocuClipper connects to OneDrive through Microsoft's OAuth, no password sharing, scoped folder access, and revocable at any time from your Microsoft account.
Set Up in 3 Steps
1
Connect your Microsoft account
Authorize DocuClipper to access OneDrive via Microsoft OAuth. You choose which folders to share, revoke access at any time from your Microsoft account.
2
Select folders to watch
Choose one or more OneDrive folders. DocuClipper will monitor them for new documents, organized by client, document type, or any structure you prefer.
3
Documents are processed automatically
Any new bank statement, invoice, or receipt that appears in a watched folder is extracted automatically. Results are available in your DocuClipper dashboard for export.
Common Workflows Using OneDrive + DocuClipper
Accounting firms
Ask clients to drop bank statements or invoices into a shared OneDrive folder. DocuClipper extracts and structures the data automatically, eliminating the upload step entirely.
- 1Client drops bank statement into shared OneDrive folder
- 2DocuClipper automatically processes and extracts transactions
- 3Data is exported to QuickBooks, Xero, or CSV, ready for review
Accounts payable teams
Route vendor invoices to a dedicated OneDrive folder and have DocuClipper extract every line item automatically, no manual upload, no missed invoices.
- 1Vendor invoices routed to a dedicated OneDrive folder
- 2DocuClipper extracts vendor, line items, totals, and dates
- 3Structured data exported to your AP workflow or ERP
Microsoft 365 workflows
Teams already working in Microsoft 365 keep their documents in OneDrive or SharePoint-backed folders. DocuClipper reads from watched folders automatically, no change to how staff work.
- 1Documents land in OneDrive folders through your existing processes
- 2DocuClipper extracts and structures the data automatically
- 3Output is exported to your accounting system or downstream API
Document Types Processed from OneDrive
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 automatically from OneDrive. Start your free 14-day trial.
Start free trialOneDrive Integration FAQ
DocuClipper connects to Microsoft OneDrive via OAuth and watches one or more folders you specify. It checks the watched folders for new documents, automatically picks up each one, processes it, and makes the structured output available for export. Nothing outside the watched folders is accessed.
DocuClipper processes bank statements, invoices, receipts, checks, and IRS tax forms (W-2, 1099, 1040). It handles both digital PDFs and scanned PDFs in any of these categories. Document type is detected automatically.
Yes. DocuClipper works with shared OneDrive folders, so multiple team members or clients can drop documents in and they will all be processed automatically. You can also set up multiple watched folders to separate clients, document types, or departments.
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.
DocuClipper polls watched OneDrive folders on a short interval, so most documents are detected and processed within a couple of minutes of being added. You can monitor status in the DocuClipper dashboard or set up webhook notifications to be alerted when each document is ready.
Yes. DocuClipper uses Microsoft's OAuth 2.0 to connect to OneDrive. You grant access to specific folders only and can revoke it at any time from your Microsoft account. No passwords are stored or transmitted.