Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Efficiently and accurately construct and publish regulatory documents by leveraging a data-driven strategy for content management. With DocuBuilder, you can decompose, categorize, and reuse smaller content elements, such as mutual fund details and service descriptions. The platform's rich metadata tagging system simplifies the integration of these elements into any document, facilitating seamless usage across various contexts. By utilizing DocuBuilder, you gain mastery over intricate regulatory fund documents, as it links content components throughout different documents and outputs. When you modify content in a single file, DocuBuilder allows you to quickly find and update all other documents that utilize the same content, thereby enhancing the efficiency of updating mutual fund regulatory documents. Furthermore, the system automatically formats the output to comply with SEC filing requirements. This accelerates the update process and promotes consistency. In essence, DocuBuilder empowers users to effortlessly create, modify, package, and deliver intelligent content from a unified source, ultimately conserving precious time and resources while improving overall productivity. By streamlining the documentation process, DocuBuilder ensures that regulatory compliance is both manageable and efficient.

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

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$29 per month
Free Trial Yes 
Free Version 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 

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) Yes 
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) No 
In Person Yes 

Types of Training

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

Vendor Details

Company Name

Broadridge

Country

United States

Website

www.broadridge.com/financial-services/asset-management/mutual-funds-etf/simplify-regulatory-reporting/composition-and-publishing-for-legal-documents

Vendor Details

Company Name

DocuClipper

Founded

2018

Country

United States

Website

www.docuclipper.com/docuclipper/

Product Features

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 

Alternatives

Alternatives

Caelum AI Reviews

Caelum AI

Mindrops
DocuTrack Reviews

DocuTrack

RedSail Technologies
Clipper Reviews

Clipper

rojekti
DFIN Arc Suite Reviews

DFIN Arc Suite

Donnelley Financial Solutions