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What is Spindle Document Distribution?

Send out batch invoices or various documents through email, printing, faxing, or archiving, depending on the preferences of the customer. Utilize a customized branded template automatically to enhance your corporate identity, while also incorporating specific promotional messages tailored to different customer segments within your accounting system. You have the flexibility to attach and send any document type, such as invoices, statements, or remittance advice, to various contacts, whether they are internal team members or external clients. Protect sensitive information through password encryption and digitally sign PDF documents with advanced Adobe CDS Digital ID for added security. Furthermore, you can enrich your electronic communications by including additional documents, such as related invoices alongside statements, delivery instructions, purchase terms and conditions, promotional offers, and newsletters, thereby increasing the correspondence's overall value. This all-encompassing strategy guarantees that recipients have access to all relevant information, enhancing communication clarity and fostering a deeper understanding. By ensuring that your communications are thorough and well-organized, you create a more professional impression that can strengthen customer relationships.

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

Sage 200

Integrations Supported

Google Docs
Microsoft Excel
QuickBooks Online
Sage Accounting
Xero

API Availability

API Availability

Pricing Information

Pricing not provided
Free Trial Offered?

Pricing Information

$29 per month
Free Trial Offered?

Supported Platforms

Windows

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Online Training

Training Options

Documentation Hub

Company Facts

Organization Name

Draycir

Company Location

United Kingdom

Company Website

www.draycir.com

Company Facts

Organization Name

DocuClipper

Date Founded

2018

Company Location

United States

Company Website

www.docuclipper.com/docuclipper/

Categories and Features

Document Management

Collaboration Tools
Compliance Tracking
Document Archiving
Document Delivery
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Offline Access
Optical Character Recognition
Print Management

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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