2026
Q2 2026 (April–June)
- Brokerage Statement Conversion – Convert brokerage statement PDFs to Excel or CSV, including holdings, transactions, dividends, and account summaries, across Fidelity, Schwab, Vanguard, Merrill, E*TRADE, and more
- Check-Image OCR – Extract the MICR line (routing number, account number, check number), payee, amount, date, and memo from check images in bulk, with courtesy and legal amounts cross-validated and the MICR checksum-verified
- W-2 & 1099 Tax Forms – Bulk-extract field data from W-2s and the 1099 family (NEC, MISC, INT, DIV, and more), plus 1098, 5498, and 1040, to Excel, CSV, QuickBooks, or JSON
- Accounts Payable Suite – End-to-end AP workflow with a central vendor master, approval rules by amount, vendor, or category, an AP aging report, paid-status sync, duplicate and recurring invoice detection, and two-way PO matching
- Two-Way QuickBooks & Xero Sync – Edits to exported invoices re-sync in place without creating duplicates, and a pre-flight check blocks exports that are missing required fields
- MCP Server – Connect DocuClipper to Claude Desktop, Cursor, and other Model Context Protocol clients so AI agents can upload documents, run extraction, and download structured data end to end
- CSV & Excel to QuickBooks – Feed a CSV or Excel file with configurable column mapping and date format, and export a QuickBooks Web Connect (.qbo) file
- Expanded International Bank Coverage – Broader statement support for the UK, Canada, Australia, and South Africa, with no per-bank templates required
2025
July 2025
- Enhanced Duplicate Protection – Better detection of duplicate document uploads to prevent processing the same document twice
- Smart Invoice Matching – Automatically match your invoices to bank transactions with improved accuracy, making reconciliation faster and more reliable
June 2025
- Document Memory – DocuClipper now remembers documents you’ve processed before to avoid duplicates and speed up future processing
- Billing Credits System – Improved credit and adjustment management for fairer billing
May 2025
- Better Usage Analytics – Enhanced tracking of your document processing usage and account activity
- Real-time Notifications – Get instant updates when your documents are processed or if there are any issues
- Pause & Resume Subscriptions – Temporarily pause your subscription during slow periods and resume when you need it again
April 2025
- Performance Improvements – Faster document processing and better system responsiveness
- Contract-Specific Settings – Customize DocuClipper’s behavior for different clients or business units
- Advanced User Permissions – Set different access levels for team members based on their role in your organization
March 2025
- Enhanced Tagging System – Better organization of your documents with hierarchical tags and categories
- Subscription Add-ons – Purchase additional features or processing capacity as needed for your business
February 2025
- Approval History Tracking – See who approved what and when for better audit trails
- Intelligent Document Matching – Automatically group related documents and transactions for easier reconciliation
- Advanced Invoice Approval Workflows – Set up multi-step approval processes where invoices require sign-off from different people before being finalized
January 2025
- Job Progress Tracking – See real-time updates on how your document processing is progressing
- Email Management – Better control over which notifications you receive and when
- Integrated Help Desk – Streamlined support system for faster help when you need it
- Document Security Enhancement – Advanced fraud detection to protect against suspicious or altered documents
2024
December 2024
- Faster Login System – Improved authentication for quicker access to your account
- Two-Factor Authentication (2FA) – Added an extra layer of security to protect your account with phone or app-based verification
November 2024
- Flexible Cancellation Scheduling – Schedule subscription cancellations for future dates instead of immediate termination
- Enhanced Support Categories – Better organization of help topics for faster issue resolution
October 2024
- Audit Trail Improvements – Better tracking of who made changes to your documents and when for compliance purposes
September 2024
- Billing Dispute Management – Better handling and tracking of any billing issues or disputes
- Contract Administration – Designate team admins who can manage users and settings for your organization
- Team Collaboration Features – Add team members to your account with different permission levels
August 2024
- Email Notifications for Jobs – Get notified via email when your document processing jobs are complete
- Custom Document Fields – Add your own custom data fields to documents for better organization
July 2024
- Multi-Document Type Support – Process different types of financial documents with the same set of rules
- Enhanced Export Options – Better formatting for QuickBooks and Excel exports with automated categorization
- Smart Document Processing Rules – Create automation rules that work across different document types (invoices, receipts, bills) to automatically categorize and organize your data
- Annual Billing Improvements – Better handling of annual subscription billing cycles
June 2024
- Improved Rule Matching – More accurate and faster processing of your automation rules
- Enhanced Document Labels – Add friendly names and labels to your document categories for easier organization
- Advanced Export Filtering – Filter and sort your data before exporting to get exactly what you need
- Dual-Date Transaction Support – Better processing of bank statements that show both transaction dates and posting dates
May 2024
- Better Bank Statement Recognition – Improved accuracy in reading different bank statement formats, especially for deposits and withdrawals
- Form Document Processing – Added support for processing tax forms and other structured documents
April 2024
- Fair Annual Plan Cancellation – When canceling annual plans, pay only a prorated amount for the time you actually used the service
- Smart Discount System – Automatic application of credits and discounts based on your usage patterns
- Unused Month Credits – Automatically receive credits for billing periods when you didn’t process any documents
- Analytics Dashboard – New dashboard to track your document processing usage and account metrics
March 2024
- Faster Transaction Processing – Performance improvements for processing large numbers of transactions
- Improved Lead Management – Better handling of inquiries and potential new accounts
- Enhanced Payment Tracking – Better tracking of payment methods and currencies in your billing history