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What is Engin Systems?

The Form Builder tool allows users to create smart forms for collecting digital data, which can be utilized both online and offline, and it supports the integration of one form into another to boost functionality. In addition, the Workflow Builder tool promotes teamwork by creating a structured system that directs the data collected from a form through different routes and decision-making points after it has been submitted. Each form is tied to a distinct workflow, ensuring a methodical approach to managing data. Moreover, the reporting system provides clear and visual insights into all submissions, offering filtering and sorting options to highlight only the most pertinent information, which enhances comprehension. To further streamline the process, the Scheduling system ensures that reports are automatically sent to specified users, thereby preventing any submissions from going unnoticed. This system is governed by role-based access control, where permissions are pre-assigned to users, forms, workflows, and reports, clearly outlining who has access to what information. The permissions linked to each form, along with its fields and web widgets, are critical in managing access to the information contained within the forms. Ultimately, this comprehensive array of tools simplifies data collection, management, and reporting processes, making it significantly easier for organizations to ensure transparency and ease of access. Additionally, by centralizing these features, organizations can optimize their workflows and improve overall productivity.

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

Google Docs
Microsoft Excel
QuickBooks Online
Sage Business Cloud Accounting
Xero

Integrations Supported

Google Docs
Microsoft Excel
QuickBooks Online
Sage Business Cloud Accounting
Xero

API Availability

Has API

API Availability

Has API

Pricing Information

$5.50 per month
Free Trial Offered?
Free Version

Pricing Information

$29 per month
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

Engin Systems

Date Founded

2016

Company Location

New Zealand

Company Website

www.engin.systems

Company Facts

Organization Name

DocuClipper

Date Founded

2018

Company Location

United States

Company Website

www.docuclipper.com/docuclipper/

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

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

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