Unlimited Users. Pay Only for Pages Processed.

No, we do not enforce any contracts for long-term commitments or other contract obligations whatsoever. And there are no hidden charges or fees.

Absolutely, you can add as many users as you want for free. Users share the pages included in the plan.

You can choose a plan depending on how many pages you need and the level of support. Cancel your subscription after you're done with the project and you'll only get billed once.

Sign up free, no credit card required. During the 14-day trial, DocuClipper processes up to 120 pages and shows you every extracted transaction so you can verify the accuracy yourself. When you're ready to export or sync to QuickBooks/Xero, upgrading takes 30 seconds.

Yes. Every account starts with a free 14-day trial, no credit card required. You can process up to 120 pages and verify the extraction quality before committing to a plan. We also offer a 30% discount when you pay annually.

DocuClipper offers a free 14-day trial so you can test the software exhaustively. After the trial, DocuClipper does not issue refunds in general.

We accept all major credit cards including Visa, Mastercard, American Express and Discover.

If your bank, credit, or brokerage statement is not processing correctly, please email our customer support. Within 48 hours, our technical team will enhance support for your specific statement.

Pages included in the monthly plan do not carry forward to the next month. This means that any unused pages at the end of your billing cycle will not be available in the next cycle. When choosing annual billing, you get all the pages for the year upfront which is useful if your usage varies from month to month.

In the event that you attempt to convert your PDF statements and the system fails to do so, we will gladly reset those pages for you. We only count pages that are successfully processed.

Your plan will automatically renew each month/year depending on your billing cycle. You can cancel automatic renewal at any time through your account.

No, there are no contractual obligations or extra fees of any kind.

Yes. DocuClipper is SOC 2 Type II certified. Documents and extracted data are encrypted in transit (TLS) and at rest (AES-256). You control retention and can delete documents at any time. We never sell or share your data, and we do not use your documents to train third-party AI models.

DocuClipper supports any bank, credit card, or brokerage statement format out of the box, including all major US banks, plus Canadian, UK, Australian, and South African institutions. Output formats include Excel (XLSX), CSV, QBO, IIF, OFX, QFX, and QIF for QuickBooks Desktop, QuickBooks Online, and Xero. If your statement is not yet supported, email support and our team will add it within 48 hours at no extra cost.

Every plan includes direct integrations with QuickBooks Online, QuickBooks Desktop, and Xero, plus exports to Excel, CSV, OFX, QFX, QIF, and IIF. API access is included on every paid plan, so you can automate ingestion from your own systems. There are no integration add-ons or per-connector fees.

Every plan includes unlimited users at no extra cost, so you can add your whole team without per-seat fees. Pages are pooled across the account. For high-volume firms or custom workflows, contact us for a tailored Enterprise quote.

ChatGPT can read a PDF and produce a table, but it is not reliable at scale, long bank statements commonly surface hallucinated amounts, missing rows, and wrong dates, and there is no reconciliation check on the output. It also does not produce valid QBO, IIF, or clean CSV files for QuickBooks and Xero, and most firms cannot send client financial data to public chat tools without breaking their data policy. DocuClipper uses AI alongside bank-specific templates, reconciliation checks, direct integrations, and SOC 2 Type II data handling so the output lands in your accounting system cleanly.