DocuClipper

DocuClipper is a financial document automation platform. It reads digital PDFs from their text layer and scanned or photographed pages with OCR, extracts transactions with date, description, amount and running balance, and compares extracted totals with the statement's printed opening and closing balances, flagging periods that do not tie out. It supports bank statements from any bank without templates, credit card and brokerage statements, invoices, receipts, checks and tax forms (W-2s, 1099s, IRS forms). Export options include Excel (.xlsx), CSV, QuickBooks (QBO), Quicken (QFX), OFX, QIF and Xero, with direct push to QuickBooks Online and Xero. The page also lists analysis features such as cash flow summaries, bank statement fraud signals, and transaction categorization, and automation features such as batch processing, automated ingestion from Google Drive, Dropbox, OneDrive, Box and email, and a REST API with webhooks. The page reports 99.9% field-level accuracy, 4.7/5 from 124 reviews on G2, and a 14-day free trial with no credit card required.

Key features

• Bank statement conversion from any bank, scanned or digital, with no templates
• Export to Excel (.xlsx), CSV, QuickBooks (QBO), Quicken (QFX), OFX, QIF and Xero
• Reconciliation check comparing extracted totals to printed opening and closing balances, with mismatches flagged
• OCR for scanned and photographed statements, with automatic rotation of crooked pages
• Credit card statement extraction
• Brokerage statement extraction of holdings, transactions and account data
• Invoice and receipt extraction with line-item OCR
• Check data extraction and verification
• Tax form processing for W-2s, 1099s and IRS forms
• Cash flow analysis and summaries from bank statements
• Bank statement analyzer for fraud signals and income
• Transaction categorization with rules and AI
• Batch processing of multiple documents
• Automated ingestion from Google Drive, Dropbox, OneDrive, Box, email and API
• REST API and webhooks
• Direct push to QuickBooks Online and Xero
• Unlimited users on every plan
• SOC 2 Type II audited

Best suited for

• Accounting firms automating client data entry
• Bookkeepers reconciling client statements
• Tax professionals processing tax documents
• Lenders and financial advisors reviewing bank statements
• Forensic accounting and litigation support teams
• Fintech companies embedding document automation

Pricing

From $29/month (60 pages) or $79/month (300 pages); 14-day free trial, no credit card required; annual billing saves 30%