Increase Your Team's Productivity by Automating Tedious Manual Data Entry Work and Streamlining Your Accounting Workflow
Automate your client bank statement, invoice, and receipt processing, eliminating manual data entry and its associated challenges with the most accurate OCR software.
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- 14-day free trial
- 200 free pages
- Access all features
TRUSTED BY THOUSANDS OF BUSINESSES ACROSS THE GLOBE
Let's face it: processing financial documents is hard.
But it doesn't have to be.
Are these challenges familiar to you?
These are typical challenges reported by our accounting customers before using DocuClipper OCR:
- Time-consuming data entry
- Data entry errors
- Expensive labor costs
- Slow workflow processing
- Compliance challenges
- OCR errors in documents
- High setup cost
Why you need specialized OCR solution
These are the top benefits experienced by our accounting customers after using DocuClipper:
- Fully automatic extraction
- Reduce manual entry by 80%
- Highest OCR accuracy
- Works with all formats
- Minimize data entry errors
- Automates repetitive tasks
- Reduces labor needs
- Fast document processing
- Fits the budget
Automatically Convert Any PDF Bank Statement to Excel, CSV, QBO in Seconds
Cut hours of work with bank statements down to minutes. DocuClipper bank statement converter, with a 99.6% accuracy rate, works with all bank statements. Easily convert all your clients’ bank statements and import the bank transactions into any ERP or accounting software.
Top Features
- Automatic Conversion for Any PDF Bank Statements Drag and drop your bank or credit card statements into DocuClipper, and it automatically converts them into Excel, CSV, or QBO formats in seconds.
- Supports Both Scanned and Digital PDF Versions You can upload both scanned and digitally generated PDF bank statements to DocuClipper, and it will accurately extract the data from either type.
- Seamless Integrations Connect DocuClipper with your preferred accounting software, such as QuickBooks, Xero, and Sage, to directly import the converted bank statements.
- Bank Statement Reconciliation DocuClipper automatically reconciles your bank statements by comparing the transaction totals with the summary information.
- Automatic Multiple Account Detection Upload a bank statement with multiple accounts, and DocuClipper will automatically detect and separate the transactions for each account.
Accurately Extract Data from PDF Invoices
Automate your invoice processing with accurate and fast invoice OCR technology that automatically extracts key data from any invoice. Export the data into Excel, CSV, or seamlessly import it into QuickBooks or any other accounting and ERP software.
Top Features:
- Automatic Conversion for Any PDF Invoices Drag and drop your PDF invoices into DocuClipper, and it will automatically convert them into editable formats such as Excel or CSV within seconds.
- Supports Both Scanned and Digital PDF Versions DocuClipper accurately processes both scanned and digitally generated PDF invoices, ensuring data extraction from any type of invoice you upload.
- Seamless Integrations DocuClipper integrates with QuickBooks, allowing you to import extracted invoice data directly. You can also export the data into a CSV file for upload into any other software or use the API for further processing.
- Unlimited Invoice Line Item Extraction DocuClipper extract detailed data from all line items on your invoices without any limits without any additional charge or addon needed.
- Invoice Automation Rules for Categorization Set customizable rules to automatically categorize and assign invoices to the correct customers, vendors, and accounts in QuickBooks, or export the categorized data into a CSV file for use in other systems.
Easily Extract Data from Receipts & Bills with Automated OCR Solution
Simplify your clients’ expense management with automated receipt OCR technology from DocuClipper. Streamline your receipt data extraction with accurate, fast, and affordable receipt OCR technology to cut down over 80% of manual data entry when processing receipts.
Top Features:
- Automatic Conversion for Any PDF Receipts Drag and drop your PDF receipts into DocuClipper, and it will automatically convert them into editable formats such as Excel or CSV within seconds.
- Supports Both Scanned and Digital PDF Versions DocuClipper can accurately processes both scanned and digitally generated PDF receipts, ensuring data extraction from any type of receipt you upload.
- Seamless Integrations DocuClipper integrates with QuickBooks, allowing you to import extracted receipt data directly. You can also export the data into a CSV file for upload into any other software or use the API for further processing.
- Unlimited Receipt Line Item Extraction DocuClipper extract detailed data from all line items on your receipts without any limits without any additional charges or paid addons.
- Receipt Automation Rules for Categorization Set customizable rules to automatically categorize and assign receipts to the correct customers, vendors, and accounts in QuickBooks, or export the categorized data into a CSV file for use in other systems.
Automatically Extract Data from IRS Tax Forms
Simplify your tax document processing with DocuClipper’s advanced OCR technology. Automatically extract and convert key data from IRS tax forms, including 1120, 1040, 1099, and W2, ensuring accuracy and compliance. Export the data into Excel, CSV, or seamlessly integrate it into your accounting and tax software.
Top Features:
- Automatic Conversion for Any IRS Tax Forms Quickly and accurately convert any IRS tax form to Excel, CSV, or other formats.
- Supports Both Scanned and Digital PDF Versions Efficiently process both scanned and digital PDF versions of IRS tax forms.
- Seamless Integrations Easily integrate extracted data into your existing accounting and tax software.
- Accurate Data Extraction for All Tax Form Fields Ensure precise extraction of all relevant fields from various IRS tax forms.
Automatically Categorize Bank Transactions Using Keywords
Either convert bank statements or import bank transactions into DocuClipper and easily categorize your bank transactions using keywords. Create unlimited number of categories group for each of your client.
Top Features:
- Create Custom Categories Define your own transaction categories to fit your specific financial analysis needs, allowing for personalized and precise categorization of transactions.
- Create Custom Category Groups Organize your custom categories into groups for each client or case, ensuring a tailored and relevant analysis experience for every situation.
- Upload Vendor List Easily upload a list of vendors with associated keywords and categories to automatically categorize transactions, streamlining the categorization process.
- Export Categorized Data to CSV Export your categorized transaction data into a CSV file, making it easy to upload into any accounting or financial analysis software for further processing.
- Override Transaction Categorization Manually override transaction categories to ensure accurate categorization for unique or exceptional transactions, giving you complete control over your financial data.
Easily Import Your Data to Any ERP or Accounting Software
DocuClipper seamlessly integrates with QuickBooks and allows you to export your data into several format types so you can easily import your processed documents into any of your accounting or ERP software.
- One-Click QuickBooks Import Connect DocuClipper with your QuickBooks account to automatically upload data from invoices, receipts, and bank statements directly into QuickBooks.
- Specialized Export Options DocuClipper offers specialized export options for Xero, Sage, Quicken, and other accounting software, ensuring seamless data integration.
- Wide Export Options Export your data to CSV, Excel, QBO, QIF, and other file types, facilitating easy import into any accounting or ERP software.
We Ensure Your Data Is Safe
DocuClipper delivers top-tier security, featuring SOC 2 compliance, Amazon’s robust servers, and AES 256-Bit SSL encryption, ensuring your data remains protected.
- SOC 2 Certified: Meets high standards for data protection.
- Amazon Servers: Reliable infrastructure ensures uptime and security.
- AES 256-Bit Encryption: Military-grade protection for your data.
Simplify your financial workflows, increase profitability, and take on more clients.
Optimize your accounting processes with automated data entry and deliver better results for your clients much faster. Easily scale your operation and remove repetitive manual data entry tasks with DocuClipper.
Automate Data, Eliminate Errors
Convert your financial documents into structured data formats and reduce errors and save time on manual data entry.
Financial Analysis and Reporting
Compile and analyze data from financial documents to generate comprehensive reports and valuable insights for decision-making.
Simplify Tax Compliance
Organize and summarize financial data to ensure accurate tax filing and compliance with regulatory requirements.
Simplify Audit Preparation
Provide organized, searchable financial data to facilitate audit processes and ensure transparency.
Enhance Client Advisory
Analyze financial documents to offer detailed insights and tailored financial advice for your clients.
Boost Efficiency, Cut Costs
Save time and reduce costs by automating data entry and document processing, streamlining workflows.
Streamline Expense Tracking
Digitize and categorize financial documents to simplify tracking and managing business expenses efficiently.
Enhance Financial Accuracy
Automatically extract and validate data from financial documents to improve accuracy in financial records.
Optimize Cash Flow Management
Convert and analyze financial documents to gain better insights into cash flow, improving financial planning and forecasting.
Process Douments at Scale With Our Leading OCR APIs That's Ready for Any Workload
Invoice OCR API
Efficiently extract and digitize data from invoices with high precision. Our Invoice OCR reduces manual data entry and accelerates accounts payable processes.
Receipt OCR API
Automatically capture and categorize receipt information. Ideal for expense management, our Receipt OCR helps businesses track spending accurately and easily.
Bank Statement OCR API
Simplify bank statement reconciliation with our accurate OCR technology. Quickly convert printed or digital statements into actionable data, enhancing financial analysis.
OCR API
Effortlessly process and analyze brokerage statements. Our Brokerage Statement OCR provides precise data extraction for better investment decision-making support.
See Why Finance Professionals Love DocuClipper
Documents Processed
Customers
Accuracy
Avg. Processing Time
DocuClipper saved us a lot of time
DocuClipper has helped us eliminate several manual data entry processes, saving us a lot of time.
Let us take care of the tedious manual data entry work, so you can concentrate on adding value to your clients and growing your business.
Frequently Asked Questions about DocuClipper for Accountants & Bookkeepers
The accuracy rate for bank statements is around 99.6%, while for invoices and receipts it’s over 98%. This is the highest in the industry.
DocuClipper is a specialized OCR solution for bank statements, invoices, and receipts. It can also process tax forms, sales and purchase orders, and has parsing capabilities to process any document you need.
DocuClipper offers native integration with QuickBooks and can export data into specialized CSV files for Xero, Sage, and Quicken for easy import. Additionally, you can export the data into CSV and easily import it into any ERP or accounting software.
You can process up to 2,000 pages during the free trial, but you are limited to exporting only 10 transactions. This allows you to test DocuClipper’s accuracy and see how it works before making a commitment.