DocuClipper
docuclipper.comSummary
Ask questionsDocuClipper is an OCR software specializing in extracting and analyzing data from financial documents such as bank statements, invoices, and receipts. It provides features for transaction categorization and financial analysis, and offers APIs for integration with accounting and ERP software.
Features4/14
See allMust Have
2 of 4
Pattern Analysis
Actionable Suggestions
Workflow Observation
Task Automation
Other
2 of 10
Integration APIs
Analytics Dashboard
Macro Recording
Smart Templates Library
Contextual Inline Help
Team Collaboration
Onboarding Accelerator
Knowledge Sharing
Privacy Controls
Non-Intrusive UI
PricingSubscription
See allStarter
- 120 pages / month
- Extract data from bank & credit card statements
- Extract data from invoices & receipts
- Extract data from tax forms, P&L, & cash flow statements
- Convert CSV files to QBO Online/Desktop
- Unlimited users
- Accounting integrations
- Batch processing Easily upload and process all your documents at once, with support for files up to 500MB.
- Customizable output Adjust rows, date formats, and choose the file type, including Excel, QBO, CSV, QIF, and more.
- 30 days data retention
Professional
- 280 pages / month
- Extract data from bank & credit card statements
- Extract data from invoices & receipts
- Extract data from tax forms, P&L, & cash flow statements
- Convert CSV files to QBO Online/Desktop
- Unlimited users
- Accounting integrations
- Batch processing Easily upload and process all your documents at once, with support for files up to 500MB.
- Customizable output Adjust rows, date formats, and choose the file type, including Excel, QBO, CSV, QIF, and more.
- Transaction Categorization Automatically categorize transactions using keywords.
- 1 year data retention
Business
- 640 pages / month
- Extract data from bank & credit card statements
- Extract data from invoices & receipts
- Extract data from tax forms, P&L, & cash flow statements
- Convert CSV files to QBO Online/Desktop
- Unlimited users
- Accounting integrations
- Batch processing Easily upload and process all your documents at once, with support for files up to 500MB.
- Customizable output Adjust rows, date formats, and choose the file type, including Excel, QBO, CSV, QIF, and more.
- Transaction Categorization Automatically categorize transactions using keywords.
- Advanced Reporting/Analysis Visualize Flow of funds between accounts, detect transfers and more.
- Premium support with dedicated account manager Get access to a dedicated account manager, and priority support from our knowledgeable support team.
- API Access
- Team Management With Team Management, you can add multiple admins for billing, invite users to DocuClipper, and collectively utilize credits. Share converted jobs for collaborative analysis within the dashboard, and organize users to manage access to shared resources seamlessly within your account.
- 2 years data retention Set your desired data retention period from 1 day up to 2 years ensuring your data is both securely held and available when you need it.
Enterprise
- Custom # of pages
- Extract data from bank & credit card statements
- Extract data from invoices & receipts
- Extract data from tax forms, P&L, & cash flow statements
- Convert CSV files to QBO Online/Desktop
- Unlimited users
- Accounting integrations
- Batch processing Easily upload and process all your documents at once, with support for files up to 500MB.
- Customizable output Adjust rows, date formats, and choose the file type, including Excel, QBO, CSV, QIF, and more.
- Transaction Categorization Automatically categorize transactions using keywords.
- Advanced Reporting/Analysis Visualize Flow of funds between accounts, detect transfers and more.
- Premium support with dedicated account manager Get access to a dedicated account manager, and priority support from our knowledgeable support team.
- API Access
- Team Management With Team Management, you can add multiple admins for billing, invite users to DocuClipper, and collectively utilize credits. Share converted jobs for collaborative analysis within the dashboard, and organize users to manage access to shared resources seamlessly within your account.
- Audit Logs Track all changes made to your account and documents.
- Single Sign On
- IP Whitelisting
- 5 years data retention Set your desired data retention period from 1 day up to 5 years ensuring your data is both securely held and available when you need it.
Rationale
DocuClipper focuses on OCR technology for financial document extraction and analysis, which involves identifying patterns in financial data (e.g., spending patterns, flow of funds) and providing insights. While it doesn't observe general desktop workflows, its core function of extracting data and analyzing it for financial insights aligns with the 'pattern-analysis' and 'actionable-suggestions' features within its specific domain. The platform also explicitly offers 'Integration APIs' and 'Advanced Reporting/Analysis' which aligns with 'analytics-dashboard'. However, it does not offer general 'workflow-observation' or 'task-automation' in the broader sense of a desktop assistant, nor does it provide 'macro-recording' or 'contextual-inline-help' for general productivity.
