Product
Extract Data
Bank Statements
Convert PDF bank statements to Excel, CSV, or QBO.
Brokerage Statements
Extract holdings, transactions, and account data from brokerage PDFs.
Credit Card Statements
Extract transactions from credit card statement PDFs.
Invoices
Scan invoices to QuickBooks, Xero, or Excel with line-item OCR.
Receipts
Scan receipts to QuickBooks, Xero, or Excel with merchant + tax + line items.
Checks
Extract and verify check data automatically.
Tax Forms
Process W-2s, 1099s, and IRS forms at scale.
AI Templates
Build custom parsers for any document type.
Analyze Financials
Bank Statement Analyzer
Flag fraud signals and analyze cash flow from bank statements.
Cash Flow Analysis
Generate cash flow reports from bank statements.
Forensic Accounting
Trace fund flows and detect irregularities.
Transaction Categorization
Classify transactions with rules and AI.
Automate Workflows
Document Workflow Automation
Automate end-to-end document processing pipelines.
Batch Processing
Upload hundreds of documents and process in parallel.
Intelligent Document Processing
AI-powered classification, extraction, and routing.
Google Drive Ingestion
Process documents automatically as they arrive in Drive.
Platform
API & Webhooks
Build custom pipelines with our REST API.
AI Data Extraction
How our AI extracts data from any financial document.
Security
Enterprise-grade security and audit logs.
Integrations
View all integrations
Accounting Platforms
QuickBooks
Bank statements, invoices, and receipts into QuickBooks.
Xero
Bank statements, invoices, and receipts into Xero.
Sage
Bank statements, invoices, and receipts into Sage.
NetSuite
Bank statements, vendor bills, and receipts into NetSuite.
PDF to QBO Converter
One-click PDF to QBO for QuickBooks import.
Spreadsheets & Storage
Excel
Export structured data straight to Excel.
Google Sheets
Push extracted data into Google Sheets via CSV.
Google Drive
Auto-ingest documents from a watched Drive folder.
Dropbox
Auto-ingest documents from a watched Dropbox folder.
Developers & Automation
API & Webhooks
REST API + webhooks for custom pipelines.
Zapier
Connect to 6,000+ apps without code.
Gmail
Process attachments straight from Gmail.
Industries
View All Industries
Accounting & Tax
Accounting Firms
Automate data entry for client accounting.
Bookkeepers
Speed up reconciliation and recurring work.
Tax Professionals
Process tax documents faster during peak season.
Financial Services
Lenders
Accelerate underwriting with automated document review.
Financial Advisors
Streamline client onboarding and financial reviews.
Fintech
Embed document automation in your product.
Specialized
Forensic Accounting
Analyze financial evidence for investigations.
Resources
Learn
Customer Stories
Reviews
Blog
Compare Alternatives
Support
Help Center
Guides, tutorials, and FAQs.
API Documentation
Reference docs for developers.
Company
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Jobs
Security
Contact
Live Demo
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Product
Overview
Bank Statements
Brokerage Statements
Credit Card Statements
Invoices
Receipts
Checks
Tax Forms
AI Templates
Bank Statement Analyzer
Cash Flow Analysis
Forensic Accounting
Transaction Categorization
Document Workflow Automation
Batch Processing
Intelligent Document Processing
Google Drive Ingestion
API & Webhooks
AI Data Extraction
Security
Integrations
Overview
QuickBooks
Xero
Sage
NetSuite
PDF to QBO Converter
Excel
Google Sheets
Google Drive
Dropbox
API & Webhooks
Zapier
Gmail
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
Live Demo
Explore DocuClipper with sample data — no signup required.
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