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What is DocuShare?

Xerox® DocuShare® is a comprehensive content management platform designed to improve your organization’s operational efficiency. By consolidating documents, images, layouts, and presentations within Xerox® DocuShare®, team members gain straightforward access to essential resources that support effective collaboration, sound decision-making, and the successful completion of tasks. This centralized approach not only optimizes workflows but also helps maintain organization and clarity. The platform efficiently captures, indexes, and stores both structured and unstructured data, making the shift to a digital office environment smooth and effective. Moreover, DocuShare® enhances communication among teams through advanced document-level collaboration tools, enabling various departments and remote workers to function more effectively. To protect sensitive data and minimize risks, it provides user- and group-specific access controls alongside extensive tracking, reporting, and retention features. Additionally, its robust search capabilities allow users to quickly locate important business information, whether they are at their desks, using mobile devices, or working with a multifunction printer (MFP). Collectively, these functionalities empower organizations to boost productivity and sustain a competitive advantage in their industries, ultimately leading to improved outcomes and stronger performance. This makes Xerox® DocuShare® an invaluable asset for any organization striving for operational excellence.

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.

Media

Media

Integrations Supported

QuickBooks Online
Alchem-e Dashboard
CCM Gateway
Docusign
Equitrac Express
Esker
Esko Software
Global Shop Solutions
Goods Product Management
Microsoft 365
Objective 3Sixty
Optimus MIS
Process Fusion 360
QuickBooks Online Advanced
TheHouseMonk

Integrations Supported

QuickBooks Online
Google Docs
Microsoft Excel
Sage Accounting
Xero

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

$29 per month
Free Trial Offered?

Supported Platforms

SaaS
Windows

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Webinars
Online Training
On-Site Training

Training Options

Documentation Hub

Company Facts

Organization Name

Xerox

Date Founded

1948

Company Location

United States

Company Website

www.xerox.com/en-us/services/enterprise-content-management

Company Facts

Organization Name

DocuClipper

Date Founded

2018

Company Location

United States

Company Website

www.docuclipper.com/docuclipper/

Categories and Features

Content Management

Audio Content
Customizable Templates
Document Indexing
E-forms
Full Text Search
Image Editor
Text Editor
Video Content
Website Management

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Delivery
Document Retention
File Recovery
File Type Conversion
Full Text Search
Offline Access
Optical Character Recognition
Version Control

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

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