Streamline Your Loan Underwriting with DocuClipper

DocuClipper automates bank statement conversion with the highest accuracy and speed so you can make underwriting decisions quicker.


DocuClipper Automates the Data Entry, Streamlining Your Underwriting Process

Discover how DocuClipper’s AI-powered OCR technology simplifies financial data extraction, eliminating time-consuming manual processes and enhancing productivity for lenders.

Time Consuming Manual Statement Processing

Accelerate Underwriting with Automated Data Extraction

Simplified Loan Underwriting with DocuClipper in 3 Steps

DocuClipper’s Bank Statement OCR simplifies the process of converting PDF bank statements to Excel, CSV, or Google Sheets formats. Follow these easy steps to harness the power of OCR for your financial data extraction needs.

docuclipper bank statement converter for lenders step 1

Borrower Application Completion

The borrower completes the loan application, providing all necessary financial documents, including bank and credit card statements.

upload pdf statements to docuclipper for underwriting

Lender Uploads to DocuClipper

The lender securely uploads the borrower’s bank and credit card statements to DocuClipper’s platform.

bank transaction analysis for underwriting and lending

Data Extraction
& Analysis

DocuClipper automatically processes and extracts data from the uploaded statements, providing the lender with organized and accurate data ready for further analysis.

Why Lenders Rely on DocuClipper for Faster Underwriting

bank statement ocr 99% Precision

Accurate Data for Spreading

99.5% accuracy meets lender requirements for validated statement data ready for spreading.

bank statement ocr instant conversion of financial documents

Instant Conversions

Convert new client statements in seconds to start underwriting borrowers faster.

bank statement ocr Fully Automatic​

Supports All Banks

Supports all personal and business statements for a complete financial profile.

bank statement ocr leading ocr solution for bank statementspng

#1 Bank

Rated as the #1 Bank Statement Converter, with unmatched accuracy and ease of use.

DocuClipper provides excellent expert customer support


Our experts understand lending processes and are available to assist your team with any needs.

DocuClipper Unique OCR features

Built for Faster Insights

Features like multi-account visibility and reconciliation accelerate underwriting.

Simplify Bank Statement Extraction for Loans

Our advanced OCR technology provides 99.5% accuracy in bank, credit, and brokerage statement conversion, giving you clean data for financial analysis

Works with Any
Bank Statement

Whether it’s a local credit union or a global bank, extract transactions, dates, and account details effortlessly. Perfect for diverse loan portfolios.

docuclipper supported banks
DocuClipper reconcile bank statements for verification purpose

Fraud Detection with Automatic Reconciliation

Simplify due diligence with automatic validation. Spot red flags faster, verify statement authenticity, and accelerate the underwriting process.

Batch Processing for Efficient Loan Origination

Onboard new borrowers faster. Our batch processing converts all statements in seconds while our multi-account detection creates a comprehensive financial view.

pdf to csv converter Save Time with Batch Conversion and Error Correction
DocuClipper REST API

Seamless Integration through API

Optimize your loan origination process. Sync extracted data effortlessly using our API for automatic asset verification.

Customizable Output for Streamlined Analysis

Choose only what you need.  Download only the required fields into Excel for faster credit report validation, income calculations, and spreading making debt-to-income ratio calculations a breeze.

Customizable Output DocuClipper Features

See Why Finance Professionals Love DocuClipper

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DocuClipper saved us a lot of time

DocuClipper has helped us eliminate several manual data entry processes, saving us a lot of time.

Read Customer Story

Kristin M. Staff Accountant, Sikich

Excellent customer support and great software

My team has reported back to me that you have been supporting them really well and that they are really happy with the software.

Sally Hawksford DocuClipper Customer
Sally-Ann T. Head of Accounting & Tax, Hawksford

DocuClipper simplifies importing bank statements

Importing the bank statement from any bank and receiving an excel file in seconds.

Stacey G DocuClipper Reviews
Stacey G. CEO

It works Amazingly

I HIGHLY recommend using this service. I tried different solutions. It was the only one that really worked.

Amin S DocuClipper Reviews
Amin S. Co-Founder

Saves a lot of time

Easy-to-use, offers custom bank templates, continuous improvement, helpful support, self-checking reconciliation, and fair pricing.

DocuClipper Review Nikolay A
Nikolay A. Accountant

Essential for bookkeping business

Efficiently converts PDF bank statements into CSV files for convenient financial management.

Justin B DocuClipper Review
Justin B. Small Business Owner

Very easy to use and very reliable

It is extremely easy to drag and drop the statement into DocuClipper; conversion is very fast. Captured ALL data vs competitor.

Jeanette A DocuClipper Reviews
Jeanette A. Manager

Great value service

I HIGHLY recommend using this service. It has saved me days of work over the last few months and is reasonably priced.

Daniel P DocuClipper Reviews
Daniel P. Associate Accountancy

Super useful tool for batch data entry

The batch data extraction feature is great to process a bunch of forms and get the data automatically on Google Sheets for you to use.

Joan G DocuClipper Reviews
Joan G Engineer

Huge time saver for dealing with PDF data

Quickly extracts transaction data from PDFs, supports international banks, and offers a reconciliation feature for fact-checking.

Bryce Y DocuClipper Reviews
Bryce Y Consultant

Conquering Challenging Absa Bank Statement Conversion

Successfully converts difficult Absa bank statement PDFs, outperforming other conversion software options.

Frans M DocuClipper Reviews
Frans M. Senior Consultant

DocuClipper is a lifesaver

Saves time during tax season, quickly converting bank statements to usable format, reduces human error, and offers flexible pricing.

Julia J. Accountant

Easy to use

User-friendly interface, easily converts bank statements for accounting software imports, and delivers satisfying results.

Wayne M. Small Business Owner

Best for bank statement conversions

DocuClipper offers a user-friendly interface and requires no additional editing for seamless conversions.

Amelia V.

Bank statements convered in seconds

Better than the competition. Definitely better. So easy to use. Would like to promote Docuclipper on my business social media.

Cherine M. Business Accountant

DocuClipper Supports Various Finance Software Formats

Provides multiple download format options, compatible with popular finance management software and services.

Braxton B. Finance

Smartest software out there

Amazing software. We do a lot of pdf to excel conversions as an accounting firm, and Docuclipper is the most accurate and intelligent of any other service we have tried.

Ankur V. Accountant

Try the #1 Bank Statement Solution for Lenders

Free 14-day trial. No credit card required.

FAQs about DocuClipper's OCR Solution for Mortgage and Small Business Lenders

Automated bank statement data extraction uses advanced OCR technology to swiftly and accurately pull financial data from bank statements. This eliminates manual entry, reduces errors, and accelerates the underwriting process, making it a sought-after solution for lenders aiming to enhance efficiency.

By automating the extraction of financial data from bank statements, lenders can significantly reduce the time spent on manual verification. This leads to faster underwriting, quicker loan approvals, and an overall streamlined lending process, meeting the demands of both lenders and borrowers.

Yes, leading automated data extraction tools incorporate reconciliation features that validate the accuracy of extracted data. This not only ensures genuine data integrity but also helps in detecting fake or tampered bank statements, safeguarding lenders from potential financial fraud.

Absolutely. Automated data extraction solutions are designed to scale operations, making them ideal for lenders dealing with high volumes of loan applications. By automating the process, lenders can handle more applications efficiently without compromising on accuracy.

Most advanced data extraction solutions offer seamless integration with popular accounting and financial software. This allows lenders to directly import extracted data, further streamlining the lending process and ensuring compatibility with existing workflows.

With the rise in digital lending and the demand for swift loan approvals, manual data verification becomes a bottleneck. Automated data extraction addresses this by offering a faster, more accurate, and scalable solution, making it indispensable for lenders aiming for growth and efficiency.

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See for yourself how DocuClipper can convert your bank statements in seconds without any manual input. Learn how it will save time, increase accuracy, and help provide a superior service for your customers or clients.