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What is DocuClipper?

DocuClipper enables users to extract essential information from both digital and scanned PDF documents, allowing for easy transfer to applications like Excel and QuickBooks. By leveraging sophisticated OCR technology, it can efficiently retrieve data from a diverse array of documents, such as bank and credit card statements. The platform has passed a stringent security evaluation by Intuit and follows rigorous security standards. With DocuClipper, users can quickly extract transactions, dates, and other relevant information from any PDF bank statement. It accommodates hundreds of financial institutions, from major national banks to smaller local credit unions. Users enjoy the convenience of importing transaction data directly into an Excel file or obtaining a downloadable format compatible with accounting software. In addition to QuickBooks, DocuClipper also works with other widely-used accounting software like Xero and Sage. The conversion process is further refined by an automated reconciliation feature that ensures transaction totals align with the summary details on the statement, offering users reassurance as they manage their financial records. Overall, this functionality makes DocuClipper a vital tool for anyone seeking to optimize their financial documentation and reporting processes while enhancing accuracy and efficiency.

What is Broadridge DocuBuilder?

Utilize a data-driven content management system to efficiently create and share regulatory documents with both accuracy and rapidity. With DocuBuilder, users can break down, categorize, and repurpose smaller, modular components like mutual fund details and descriptions of different policies and services. The platform features user-friendly metadata tagging, making it easy to integrate these components into any document seamlessly. Effortlessly manage complex regulatory fund documents with the help of DocuBuilder, an innovative tool that connects content elements across various formats and documents. When a modification is made to a content piece in one file, the system enables quick identification and simultaneous updating of other documents that contain that content, greatly simplifying the revision process for mutual fund regulatory submissions. Additionally, the system ensures that all output is automatically formatted to fulfill SEC filing standards. Increase your efficiency in making updates while ensuring consistency across documents. DocuBuilder empowers users to create, adjust, package, and distribute intelligent content from a single centralized hub, saving both time and resources in the process. Furthermore, this platform not only boosts productivity but also encourages collaboration among team members engaged in multiple regulatory initiatives, enhancing overall effectiveness and communication in the workflow.

Media

Media

Integrations Supported

Google Docs
Microsoft Excel
QuickBooks Online
Sage Accounting
Xero

Integrations Supported

API Availability

API Availability

Pricing Information

$29 per month
Free Trial Offered?

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub

Training Options

Documentation Hub
On-Site Training

Company Facts

Organization Name

DocuClipper

Date Founded

2018

Company Location

United States

Company Website

www.docuclipper.com/docuclipper/

Company Facts

Organization Name

Broadridge

Company Location

United States

Company Website

www.broadridge.com/financial-services/asset-management/mutual-funds-etf/simplify-regulatory-reporting/composition-and-publishing-for-legal-documents

Categories and Features

Data Entry

Data Capture and Transfer

Data Extraction

Document Extraction

Electronic Data Capture

Document Indexing
Forms Management

OCR

Batch Processing
Image Pre-processing
Indexing
Multi-Language
Multiple Output Formats
Zone Selection Tool

PDF

PDF Reader

Categories and Features

Regulatory Reporting

Not specified

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