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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
Clients can utilize the docuTRAK portal to submit their requests and remain updated on their progress. It is essential to include instructions for each service type to effectively assist clients in their request submissions. Additionally, ensuring your staff is informed of current policies and procedures is crucial, allowing HR to oversee and support the acknowledgment of shared information among team members. Beyond merely recording actions within a workflow case, docuTRAK also offers a “snapshot view” of all documents associated with that case. Furthermore, supervisors have the ability to access the inboxes of their team members to monitor activities and reassign cases as necessary. The system also tracks consultation requests from any user, enhancing accountability. docuTRAK Online provides a robust business collaboration platform where all documents are stored in a centralized registry, facilitating various actions across different workflows. This interconnectedness not only streamlines processes but also fosters efficient communication within the organization.
API Access
Has API
No
API Access
Has API
Yes
Integrations
Android
No
Apple iOS
No
Chrome OS
No
Google Docs
Yes
Microsoft Excel
Yes
Mozilla Firefox
No
QuickBooks Online
Yes
Safari
No
Sage Accounting
Yes
Xero
Yes
Integrations
Android
Yes
Apple iOS
Yes
Chrome OS
Yes
Google Docs
No
Microsoft Excel
No
Mozilla Firefox
Yes
QuickBooks Online
No
Safari
Yes
Sage Accounting
No
Xero
No
Pricing Details
$29 per month
Free Trial
Yes
Free Version
No
Pricing Details
$500 per license
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
No
Mac
No
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
No
Webinars
No
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
docuTRAK
Founded
1991
Country
Jordan
Website
www.docutrak.net
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
Product Features
Legal Document Management
Access Controls
No
Archiving & Retention
No
Collaboration
No
Contract Management
No
Document Assembly
No
Document Indexing
No
Document Tagging
No
Full Text Search
No
Version Control
No
