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features
design
support

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Write a Review

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.

Description

Ephesoft offers intelligent document processing solutions that combine industry-leading technology with industry-leading software to maximize productivity for enterprises. Ephesoft's platform uses AI and patented machine-learning technology to capture data from documents and enrich it with context. This adds intelligence to any business process and drives successful digital transformation. Ephesoft is used by thousands of customers around the world to reduce costs, increase accuracy, and support their journey to an autonomous enterprise. Ephesoft's headquarters is in Irvine, California, and there are regional offices all over the US, EMEA, and Asia Pacific. Ephesoft Transact, an enterprise capture and data extraction platform in the cloud, hybrid, or on-premises, automates any content-based business process. It also makes sense of unstructured data for decision makers worldwide.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Alfresco Digital Business Platform No 
Automation Anywhere No 
Box No 
Catalytic No 
Infor CRM No 
Infor CloudSuite Business No 
Microsoft Excel Yes 
NetSuite No 
Nintex Process Platform No 
Oracle BPM Suite No 
Quanum EHR No 
Quanum RCM No 
QuickBooks Online Yes 
SS&C Blue Prism No 
Sage Accounting Yes 
UiPath No 
Workato No 
Xero Yes 

Integrations

Alfresco Digital Business Platform Yes 
Automation Anywhere Yes 
Box Yes 
Catalytic Yes 
Infor CRM Yes 
Infor CloudSuite Business Yes 
Microsoft Excel No 
NetSuite Yes 
Nintex Process Platform Yes 
Oracle BPM Suite Yes 
Quanum EHR Yes 
Quanum RCM Yes 
QuickBooks Online No 
SS&C Blue Prism Yes 
Sage Accounting No 
UiPath Yes 
Workato Yes 
Xero No 

Pricing Details

$29 per month
Free Trial Yes 
Free Version No 

Pricing Details

Flexible Pricing - contact us for details
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 Yes 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux Yes 
Chromebook No 

Customer Support

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

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

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

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

DocuClipper

Founded

2018

Country

United States

Website

www.docuclipper.com/docuclipper/

Vendor Details

Company Name

Ephesoft

Founded

2010

Country

United States

Website

ephesoft.com

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 

Product Features

Data Extraction

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

Electronic Data Capture

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

OCR

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

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