DocuClipper Product Updates

2025

July 2025

  • Smart Invoice Matching – Automatically match your invoices to bank transactions with improved accuracy, making reconciliation faster and more reliable
  • Enhanced Duplicate Protection – Better detection of duplicate document uploads to prevent processing the same document twice

June 2025

  • Billing Credits System – Improved credit and adjustment management for fairer billing
  • Document Memory – DocuClipper now remembers documents you’ve processed before to avoid duplicates and speed up future processing

May 2025

  • Pause & Resume Subscriptions – Temporarily pause your subscription during slow periods and resume when you need it again
  • Real-time Notifications – Get instant updates when your documents are processed or if there are any issues
  • Better Usage Analytics – Enhanced tracking of your document processing usage and account activity

April 2025

  • Advanced User Permissions – Set different access levels for team members based on their role in your organization
  • Contract-Specific Settings – Customize DocuClipper’s behavior for different clients or business units
  • Performance Improvements – Faster document processing and better system responsiveness

March 2025

  • Subscription Add-ons – Purchase additional features or processing capacity as needed for your business
  • Enhanced Tagging System – Better organization of your documents with hierarchical tags and categories

February 2025

  • Advanced Invoice Approval Workflows – Set up multi-step approval processes where invoices require sign-off from different people before being finalized
  • Intelligent Document Matching – Automatically group related documents and transactions for easier reconciliation
  • Approval History Tracking – See who approved what and when for better audit trails

January 2025

  • Document Security Enhancement – Advanced fraud detection to protect against suspicious or altered documents
  • Integrated Help Desk – Streamlined support system for faster help when you need it
  • Email Management – Better control over which notifications you receive and when
  • Job Progress Tracking – See real-time updates on how your document processing is progressing

2024

December 2024

  • Two-Factor Authentication (2FA) – Added an extra layer of security to protect your account with phone or app-based verification
  • Faster Login System – Improved authentication for quicker access to your account

November 2024

  • Enhanced Support Categories – Better organization of help topics for faster issue resolution
  • Flexible Cancellation Scheduling – Schedule subscription cancellations for future dates instead of immediate termination

October 2024

  • Audit Trail Improvements – Better tracking of who made changes to your documents and when for compliance purposes

September 2024

  • Team Collaboration Features – Add team members to your account with different permission levels
  • Contract Administration – Designate team admins who can manage users and settings for your organization
  • Billing Dispute Management – Better handling and tracking of any billing issues or disputes

August 2024

  • Custom Document Fields – Add your own custom data fields to documents for better organization
  • Email Notifications for Jobs – Get notified via email when your document processing jobs are complete

July 2024

  • Smart Document Processing Rules – Create automation rules that work across different document types (invoices, receipts, bills) to automatically categorize and organize your data
  • Enhanced Export Options – Better formatting for QuickBooks and Excel exports with automated categorization
  • Multi-Document Type Support – Process different types of financial documents with the same set of rules
  • Annual Billing Improvements – Better handling of annual subscription billing cycles

June 2024

  • Dual-Date Transaction Support – Better processing of bank statements that show both transaction dates and posting dates
  • Advanced Export Filtering – Filter and sort your data before exporting to get exactly what you need
  • Enhanced Document Labels – Add friendly names and labels to your document categories for easier organization
  • Improved Rule Matching – More accurate and faster processing of your automation rules

May 2024

  • Form Document Processing – Added support for processing tax forms and other structured documents
  • Better Bank Statement Recognition – Improved accuracy in reading different bank statement formats, especially for deposits and withdrawals

April 2024

  • Analytics Dashboard – New dashboard to track your document processing usage and account metrics
  • Unused Month Credits – Automatically receive credits for billing periods when you didn’t process any documents
  • Smart Discount System – Automatic application of credits and discounts based on your usage patterns
  • Fair Annual Plan Cancellation – When canceling annual plans, pay only a prorated amount for the time you actually used the service

March 2024

  • Enhanced Payment Tracking – Better tracking of payment methods and currencies in your billing history
  • Improved Lead Management – Better handling of inquiries and potential new accounts
  • Faster Transaction Processing – Performance improvements for processing large numbers of transactions