DocuClipper

DocuClipper is software that pulls data out of financial documents and prepares it for accounting work. It reads scanned or digital files and turns them into structured information that can go straight into spreadsheets or accounting systems.

What DocuClipper offers

• Bank statement conversion — converts PDF statements with automatic reconciliation and detection of multiple accounts.
• Invoice and receipt capture — extracts line items, vendors, dates and amounts in bulk, with rules to automate handling.
• Other documents — also reads checks, tax forms and brokerage reports.
• Export — sends results to Excel, CSV, QuickBooks or Xero.
• Analysis and workflows — tools to analyse the extracted financial data and automate document workflows.

Who it works with

Finance and accounting teams. The site cites accounting firms among its case studies and describes the tool as used by thousands of businesses.

Key facts

• File types: scanned and digital PDFs
• Accounting links: QuickBooks and Xero