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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Easily generate and send ACH and positive pay files with ease. Have you ever needed to produce an ACH (NACHA) file for your bank? ACH Universal™ simplifies the process of creating ACH files for various purposes, such as direct deposits for employees, customer collections, vendor payments, and consolidating funds across different financial institutions. This software is designed to work seamlessly with in-house systems. ACH Universal allows for the creation of ACH files from various sources, including direct integration with QuickBooks, Excel spreadsheets, CSV files, and a range of major accounting software solutions like Peachtree, Microsoft Dynamics GP/NAV/AX, Sage, ACCPAC, Macola, Epicor, Lawson, JD Edwards, SAP, MAS 90/200/500, PeopleSoft, and Oracle Financial's. It can even handle legacy systems that can export data in Excel or CSV format. The ACH files produced by ACH Universal are fully compatible with your bank, ensuring a smooth transmission process. Additionally, the ACH software receives regular updates to maintain compliance with all regulations and standard entry class codes, reinforcing its reliability. Notably, Treasury Software is recognized as a NACHA Preferred Partner, highlighting its commitment to excellence in this field. By utilizing ACH Universal, you can streamline your financial operations and enhance your company's efficiency.

Description

DocuClipper allows users to extract crucial information from both scanned and digital PDF documents and seamlessly transfer it to applications like Excel and QuickBooks. Utilizing advanced OCR technology, it is capable of retrieving data from a wide range of documents, including bank and credit card statements. The platform has successfully undergone a thorough security assessment by Intuit and adheres to stringent security protocols. With DocuClipper, users can efficiently extract transactions, dates, and other pertinent information from any type of PDF bank statement. It supports hundreds of financial institutions, ranging from major national banks to local credit unions. Users can effortlessly import transaction data into an Excel file or obtain a downloadable format suitable for integration with accounting software. In addition to QuickBooks, DocuClipper is compatible with other popular accounting tools such as Xero and Sage. The reliability of conversion is enhanced by an automatic reconciliation process that ensures transaction totals match the summary details on the statement, providing peace of mind to users managing their financial records. This makes DocuClipper an invaluable asset for anyone looking to streamline their financial documentation and reporting process.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Google Docs No 
Microsoft Excel No 
QuickBooks Online No 
Sage Accounting No 
Xero No 

Integrations

Google Docs Yes 
Microsoft Excel Yes 
QuickBooks Online Yes 
Sage Accounting Yes 
Xero Yes 

Pricing Details

$19.95 per user, per month
Free Trial Yes 
Free Version No 

Pricing Details

$29 per month
Free Trial Yes 
Free Version No 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Treasury Software

Country

United States

Website

www.treasurysoftware.com

Vendor Details

Company Name

DocuClipper

Founded

2018

Country

United States

Website

www.docuclipper.com/docuclipper/

Product Features

Payment Processing

ACH Check Transactions Yes 
Bitcoin Compatible No 
Debit Card Support No 
Gift Card Management No 
Mobile Payments No 
Online Payments No 
POS Transactions No 
Receipt Printing No 
Recurring Billing Yes 
Signature Capture No 

Treasury

Cash Management No 
Debt Management No 
For Government No 
For Hedge Funds No 
Forecasting No 
Liquidity Management No 
Payment Management Yes 
Risk Management No 

Product Features

Data Entry

Abbreviation Detection No 
Data Capture and Transfer Yes 
Data Cleansing No 
Data Entry Verification No 
Data Search Flexibility No 
Duplicate Detection No 
Flexible Search No 
Image Entry No 
Library Conversion No 
Mis-Keyed Variation Detection No 
Phonetic Variation Detection No 

Data Extraction

Disparate Data Collection No 
Document Extraction Yes 
Email Address Extraction No 
IP Address Extraction No 
Image Extraction No 
Phone Number Extraction No 
Pricing Extraction No 
Web Data Extraction No 

Electronic Data Capture

Audit Trail No 
CRF Tracking No 
Data Entry No 
Data Verification No 
Distributed Capture No 
Document Imaging No 
Document Indexing Yes 
Forms Management Yes 
Remote Capture No 
Study Management No 

OCR

Batch Processing Yes 
Convert to PDF No 
ID Scanning No 
Image Pre-processing Yes 
Indexing Yes 
Metadata Extraction No 
Multi-Language Yes 
Multiple Output Formats Yes 
Text Editor No 
Zone Selection Tool Yes 

PDF

Annotations No 
Convert to PDF No 
Digital Signature No 
Encryption No 
Merge / Append No 
PDF Reader Yes 
Watermarking No 

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Alternatives

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