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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

Collect remote data safely at any time and from any location using Kordata. This adaptable mobile data collection tool empowers organizations to securely obtain essential information, store it in a centralized cloud system, and distribute it to the appropriate individuals on their devices. In addition, Kordata provides customizable data collection forms and workflows that can be tailored to fulfill unique business requirements, ensuring a seamless data management experience. With its user-friendly interface, Kordata enhances productivity and simplifies the process of data handling for teams across various industries.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

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

Integrations

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

Pricing Details

$29 per month
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
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 Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux No 
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

Kordata

Founded

2012

Country

United States

Website

kordata.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

Construction Management

Accounting Integration No 
Budget Tracking/Job Costing Yes 
CRM Yes 
Change Orders Yes 
Commercial Yes 
Contract Management Yes 
Contractors Yes 
Equipment Tracking Yes 
Estimating No 
Incident Reporting Yes 
Mobile Access Yes 
Offline Access Yes 
RFI & Submittals No 
Residential No 
Subcontractor Management Yes 
Timesheets Yes 

Data Entry

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

Electronic Data Capture

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

Energy Management

Benchmarking No 
Bill Audit No 
Bill Database No 
Bill Importing No 
Budgeting & Forecasting No 
Compliance Management Yes 
Contract Management Yes 
Cost / Use Reporting Yes 
Emissions Monitoring Yes 
Energy Price Analysis No 
Facility Scheduling Yes 
Greenhouse Gas Tracking Yes 
Load Control No 
Load Forecasting No 
Meter Tracking Yes 
Risk Management Yes 
Weather Normalization No 

Field Service Management

Billing & Invoicing Yes 
Contact Database Yes 
Contract Management Yes 
Customer Database Yes 
Dispatch Management Yes 
Electronic Signature Yes 
Inventory Management Yes 
Mobile Access Yes 
Payment Collection in the Field Yes 
Quotes / Estimates Yes 
Routing No 
Scheduling Yes 
Service History Tracking Yes 
Time Clock Yes 
Work Order Management Yes 

Inspection

Appointment Management Yes 
Customer Database Yes 
Dispatch Management Yes 
Equipment Tracking Yes 
Photos In Reports Yes 
Print on Site No 
Report Templates Yes 
Speech Recognition Yes 
Subcontractor Management Yes 

Oil and Gas

Compliance Management Yes 
Equipment Management Yes 
Inventory Management Yes 
Job Costing Yes 
Logistics Management Yes 
Maintenance Management Yes 
Material Management Yes 
Project Management Yes 
Resource Management Yes 
Scheduling Yes 
Work Order Management Yes 

Tradesman Job Management

Contract Management No 
Customer Database No 
Dispatch Management No 
For Builders No 
For Electricians No 
For Field Service Businesses No 
For HVAC No 
For Plumbers No 
For Roofers No 
Invoicing No 
Job Tracking No 
Payments No 
Quoting No 
Reporting No 
Scheduling No 
Time Tracking No 

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