DocuClipper

Additional features

High Accuracy (up to 99.6%)

Utilizes specialized OCR algorithms to ensure extremely precise data extraction from financial documents, minimizing errors.

Instant Conversions

Processes documents and extracts data within seconds, significantly accelerating workflows and saving time.

Fully Automatic Data Extraction

Simply drag and drop your financial documents, and DocuClipper automatically extracts the relevant information.

Bank Statement Data Extraction

Automatically converts and extracts data from various PDF bank statements (scanned and digital) into usable formats like Excel, CSV, and QBO.

Invoice Data Extraction

Instantly extracts data from PDF invoices (scanned and digital), eliminating manual entry and saving time for accounts payable.

Receipt Data Extraction

Automatically captures and organizes all essential information from PDF receipts, simplifying expense management.

Other Financial Document Extraction

Extracts data from a wide range of other financial documents including tax forms (1040, W-2, 1099, etc.), P&L statements, cash flow statements, balance sheets, brokerage statements, purchase orders, and sales orders.

Custom Template Creation

Allows users to define and create custom templates for specific data extraction needs from unique document layouts.

Supports Scanned & Digital PDFs

Handles both scanned images of documents and digitally generated PDF files for broad compatibility.

Multiple Account Detection (Bank Statements)

Automatically identifies and processes multiple accounts within a single bank statement, generating separate outputs for each.

Unlimited Line Item Extraction

Extracts all individual line items from invoices and receipts, providing comprehensive detail.

Invoice & Receipt Rules Automation

Enables users to set up automated rules for processing and categorizing invoice and receipt data.

Automatic Reconciliation

Compares transaction totals to summary information on bank statements to ensure accuracy and flag discrepancies.

Transaction Categorization

Automatically categorizes bank transactions based on keywords, with options to create custom categories and groups.

Export Data in Custom Formats

Provides flexibility to export extracted data in a variety of formats including CSV, Excel (XLSX), QBO, IIF, and QIF.

Integrates with Accounting Software

Seamlessly connects with popular accounting platforms like QuickBooks (Online & Desktop), Xero, Quicken, Sage, NetSuite, Dynamics 365, and SAP.

Connects to CRMs & ERPs

Facilitates integration with customer relationship management and enterprise resource planning systems.

SOC 2 Certified Security

Adheres to high standards for data protection, ensuring secure handling of sensitive financial information.

Amazon Servers

Leverages Amazon's robust and secure server infrastructure for reliable uptime and data protection.

AES 256-Bit SSL Encryption

Employs military-grade encryption to protect all data transmitted through the platform.

Intuit Independent Security Audit

Has passed a rigorous security review by Intuit, validating its commitment to security best practices.

Configurable Data Retention Policies

Offers flexible data retention options (e.g., 30 days, 1 year, 2 years, 5 years) depending on the plan, with user control to delete data at any time.

Unlimited Users

Allows for an unlimited number of users, making it suitable for teams of any size.

Customizable Output

Users can adjust various output settings like rows, date formats, and file types to meet specific requirements.

Invoice OCR API

Provides an API to integrate invoice data extraction capabilities directly into other applications.

Receipt OCR API

Offers an API for seamless integration of receipt data extraction into custom systems.

Bank Statement OCR API

Provides an API to programmatically convert bank statements into usable data.

General OCR API

A broader OCR API for processing various financial paperwork beyond specific document types, ensuring precise and secure data extraction.

Expert Support

Offers dedicated customer service and support to ensure smooth operation and address user queries.

Project-Based Interface (with Advanced Analysis)

Features a structured interface for organizing documents by entities and projects, enabling detailed analysis, fraud detection, and team collaboration.