DocuClipper
OCR and data extraction for financial documents with exports to accounting and ERP systems
Overview
DocuClipper is an OCR platform that extracts data from bank statements, invoices, receipts and tax forms. It is for accountants, bookkeepers, legal and financial firms that need to export data to QuickBooks and other accounting or ERP systems.
Strengths and limitations
Strengths
- Automated OCR for bank statements, invoices, receipts, credit card statements and tax forms
- Exports to CSV, XLSX, QBO, IIF and QIF
- Direct QuickBooks integration and support for major ERP and accounting systems
- Batch processing and OCR APIs
- Transaction categorization with customizable keyword rules
Limitations
- Trial downloads limited to 10 transactions
- No desktop app, web only
Pricing
| Plan | Price | Includes |
|---|---|---|
| Starter | C$33 | Unlimited users, Data extraction for bank and credit card statements, invoices, receipts, tax forms, P&Ls and cash flow statements, CSV-to-QBO conversion, Accounting integrations, Batch processing, Customizable output |
| Professional | C$62 | Unlimited users, Data extraction for financial documents, CSV-to-QBO conversion, Accounting integrations, Batch processing, Customizable output, Enhanced conversion features |
| Business | C$134 | Unlimited users, Accounting integrations, Batch processing, Advanced reporting and analysis, Transaction categorization, Higher page allowances, Customizable output |
| Enterprise | Custom | Flexible volume discounts, Priority support, Dedicated processing queues, API access, Team management, Audit logs, Single sign-on, IP whitelisting |
Features
OCR data extraction
Extracts data from bank statements, invoices, receipts, credit card statements, brokerage statements and tax forms.
Bank statement conversion
Converts PDF statements to CSV, XLSX, QBO, IIF and QIF for import into accounting systems.
Accounting and ERP integrations
Supports QuickBooks, Xero, Sage, Quicken, NetSuite, Dynamics 365 and SAP for data import.
Transaction categorization
Categorizes transactions using customizable keyword-based rules to simplify analysis and tax preparation.
Financial analysis tools
Identifies date gaps, transfers, flow of funds, spending patterns and anomalies for review.
Batch processing and APIs
Handles large volumes and offers Invoice OCR, Receipt OCR, Bank Statement OCR and general OCR APIs.
Custom templates and reconciliation
Supports custom extraction templates and reconciliation automation.
Export to spreadsheets
Exports results to Excel and Google Sheets for further analysis.
DocuClipper is an OCR platform for financial documents such as bank statements, invoices, receipts, credit card statements, brokerage statements and tax forms. It supports scanned and digital PDFs, batch processing and custom templates.
Extracted data can be exported in CSV, XLSX, QBO, IIF and QIF and imported to accounting and ERP systems. The software integrates with QuickBooks and supports workflows with Xero, Sage, Quicken, NetSuite, Dynamics 365 and SAP. It also provides transaction categorization using keyword rules and tools for statement review and analysis.
APIs are available for invoices, receipts and bank statements. A free trial is offered, and during the trial only 10 transactions can be downloaded.
Alternatives
Other tools in the same category, in case this one is not the fit.
CCMonet
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