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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 DocuClass?

Effectively oversee your data by implementing a digital transformation plan that focuses on the digitization and automation of your business operations. This strategy promotes remote information access, thereby facilitating better decision-making and improved customer interactions. Utilizing DocuClass enables you to manage the entire lifecycle of information, which includes capturing, accessing, organizing, automating processes, integrating, archiving, and distributing documents. By optimizing and systematizing your document management with DocuClass, you can enhance process efficiency, execute tasks, address exceptions, and apply business rules while reducing redundancies. Achieve immediate access to vital information from anywhere at any time, while maintaining control over access and permissions to ensure adherence to specific rules and regulations. By eliminating manual tasks and decreasing operational expenses, businesses that have adopted DocuClass have successfully revamped their information management within their processes, resulting in notable efficiency improvements. Adopting this innovative technology not only boosts productivity but also strategically positions your organization for growth in a rapidly evolving digital environment, paving the way for enhanced competitiveness and sustainability.

Media

Media

Integrations Supported

Google Docs
Microsoft Excel
QuickBooks Online
Sage Accounting
VMware Cloud
Xero

Integrations Supported

Google Docs
Microsoft Excel
QuickBooks Online
Sage Accounting
VMware Cloud
Xero

API Availability

Has API

API Availability

Has API

Pricing Information

$29 per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
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

Cima Software

Date Founded

1992

Company Location

United States

Company Website

cima-software.com

Categories and Features

Data Entry

Abbreviation Detection
Data Capture and Transfer
Data Cleansing
Data Entry Verification
Data Search Flexibility
Duplicate Detection
Flexible Search
Image Entry
Library Conversion
Mis-Keyed Variation Detection
Phonetic Variation Detection

Data Extraction

Disparate Data Collection
Document Extraction
Email Address Extraction
IP Address Extraction
Image Extraction
Phone Number Extraction
Pricing Extraction
Web Data Extraction

Electronic Data Capture

Audit Trail
CRF Tracking
Data Entry
Data Verification
Distributed Capture
Document Imaging
Document Indexing
Forms Management
Remote Capture
Study Management

OCR

Batch Processing
Convert to PDF
ID Scanning
Image Pre-processing
Indexing
Metadata Extraction
Multi-Language
Multiple Output Formats
Text Editor
Zone Selection Tool

PDF

Annotations
Convert to PDF
Digital Signature
Encryption
Merge / Append
PDF Reader
Watermarking

Categories and Features

Delivery Management

Customer Portal
Dispatch Management
Driver ETA
Driver Management
For Courier Services
For Freight
For Restaurants
Order Tracking
Routing
Scheduling
Signature Capture
Surveys & Feedback

Logistics

3PL
Barcoding / RFID
CRM
Container Tracking
Cross Docking
Fleet Management
Inventory Management
Order Management
Purchasing
Scheduling
Shipping Management
Transportation Management

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