Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Easily transfer files directly to your preferred accounting software without any manual intervention. Seamlessly record data in QuickBooks, Xero, Sage Business Cloud Accounting, or MYOB, enabling you to import formats like Excel, CSV, or Google Sheets while monitoring results in real time. We provide a user-friendly file template that allows for a one-click import process. Additionally, you can export various lists or items from your accounting software into an Excel file, making it simple to migrate company files. Eliminate old or erroneous data, and schedule recurring imports automatically without needing to open the application. You can upload files directly from a cloud storage service, configure schedules for routine imports, reverse data imports if necessary, execute multiple imports simultaneously, and enjoy a host of other features to enhance your accounting experience. This streamlined approach not only saves time but also increases the accuracy of your financial data management.
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
Yes
API Access
Has API
No
Integrations
Microsoft Excel
Yes
QuickBooks Online
Yes
Sage Accounting
Yes
Xero
Yes
Dropbox
Yes
Google Docs
No
Google Drive
Yes
Google Sheets
Yes
Hyperfish
Yes
MYOB
Yes
Integrations
Microsoft Excel
Yes
QuickBooks Online
Yes
Sage Accounting
Yes
Xero
Yes
Dropbox
No
Google Docs
Yes
Google Drive
No
Google Sheets
No
Hyperfish
No
MYOB
No
Pricing Details
$10 per month
Free Trial
Yes
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
Yes
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
CloudBusiness
Founded
2016
Country
United States
Website
b-importer.com
Vendor Details
Company Name
DocuClipper
Founded
2018
Country
United States
Website
www.docuclipper.com/docuclipper/
Product Features
Bookkeeping
Accounts Payable
Yes
Accounts Receivable
Yes
Bank Reconciliation
No
Billing & Invoicing
Yes
Cash Management
No
Collections
Yes
Expense Tracking
Yes
Fixed Asset Management
No
General Ledger
Yes
Payroll
No
Revenue Recognition
No
Spend Management
No
Tax 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
Annotations
No
Convert to PDF
No
Digital Signature
No
Encryption
No
Merge / Append
No
PDF Reader
Yes
Watermarking
No