DocuClipper screenshot

DocuClipper

Leading OCR software for financial documents that automates data extraction from bank statements, invoices, receipts, and tax forms, integrating seamlessly with accounting software.

Accountants, Bookkeepers, Business Owners, Financial Investigators, Lenders
575 starsLast updated: 8/17/2025

πŸ“ What is DocuClipper?

"DocuClipper is an OCR software designed specifically for financial documents, enabling users to automate the extraction of data from various types of financial documents such as bank statements, invoices, receipts, and tax forms. It offers high accuracy and quick processing times, making it a valuable tool for accountants, bookkeepers, and business owners."

πŸ”‘ Key Features

OCR Data Extraction

Automatically extract data from bank statements, invoices, receipts, and IRS tax forms.

Transaction Categorization

Categorize transactions using keywords for better financial management.

Financial Analysis

Analyze transactions for fraud detection, cash flow management, and profit & loss statements.

Email PDFs Directly

Send PDFs via email to process documents without manual uploads.

Integration with Accounting Software

Seamlessly integrate with popular accounting software like QuickBooks, Xero, and Excel.

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πŸ€– AI Capabilities

Overview

DocuClipper utilizes advanced OCR technology to accurately extract data from financial documents, ensuring high precision and efficiency in data processing.

Capabilities

  • Data extraction from various document types
  • Automated reconciliation of bank statements
  • Categorization of transactions
  • Integration with accounting software

AI Models

OCR Model

Optical Character Recognition

Specialized model for extracting text and data from scanned and digital financial documents.

πŸ’° Pricing and Plans

Pricing Overview

DocuClipper offers a free trial and various pricing plans based on usage and features.

Basic Plan

$29/month

  • Extract data from 200 pages
  • Email support
  • Access to all features

Pro Plan

$49/month

  • Extract data from 500 pages
  • Priority support
  • Advanced features

Enterprise Plan

Custom pricing

  • Unlimited pages
  • Dedicated account manager
  • Custom integrations

✨ Free trial or plan available

πŸ”’ Security and Compliance

Security Overview

DocuClipper prioritizes data security with robust measures in place to protect user information.

Security Measures

  • SOC 2 compliance
  • AES 256-Bit SSL encryption
  • Amazon Web Services infrastructure

Certifications & Compliance

SOC

πŸ“Š Additional Information

Competitive Advantage

DocuClipper stands out in the market due to its specialized focus on financial documents and high accuracy rates.

  • 99% accuracy in data extraction
  • Fast processing times
  • Seamless integration with accounting software
  • User-friendly interface

Future Developments

DocuClipper plans to enhance its features and expand integrations with more accounting software.

  • Enhanced AI capabilities for better data extraction
  • More integrations with ERP systems
  • Improved user interface

Update frequency: monthly

Integration and Deployment

DocuClipper integrates with various ERP and accounting software, allowing for seamless data transfer and processing.

Integrations:

  • Excel
  • QuickBooks
  • Xero
  • Quicken
  • Sage
  • NetSuite
  • Dynamics 365
  • SAP

Deployment Type: cloud-based

User Interface

Simple drag-and-drop interface for uploading documents and extracting data quickly.

Support and Resources

DocuClipper provides various support options and resources for users to maximize their experience with the software.

Support Types:

  • Email support
  • Help documentation
  • Customer stories

Training Resources:

  • Webinars
  • Tutorials
  • Blog articles

🌐 Links

πŸ† Awards and Recognition

Best OCR Software

Recognized for outstanding performance in data extraction from financial documents.

πŸŽ‰ Success Stories and Testimonials

Customer Feedback

DocuClipper has received positive feedback from various clients, highlighting its efficiency and accuracy.

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

Sikich

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

Hawksford

Notable Customers

UPS
Intuit
BDO

πŸ“Š Case Studies

Sikich Case Study

Industry: Accounting

Challenge:

Manual data entry processes were time-consuming and error-prone.

Solution:

Implemented DocuClipper to automate data extraction from financial documents.

Results:

Reduced data entry time by 80% and improved accuracy.

Unverified Page

This page has not yet been verified by the software vendor. The information presented here may not be fully accurate or up-to-date.

Are you the vendor of DocuClipper? Verify this page to ensure all data is accurate and up-to-date.

Verify This Page

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