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features
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support

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Write a Review

Description

Become accustomed to creating reports and updating data feeds from Xero and QuickBooks Online. This strategy enables accountants and business owners who appreciate data to continue utilizing their personalized Excel reporting packs. By serving as a seamless conduit for transferring data from a spreadsheet to Xero and QuickBooks with just one click, along with your spreadsheet as a supporting documentβ€”be it a journal entry, invoice, bill, purchase order, or bank transactionβ€”you can enhance your workflow. Enhance your spreadsheet's cloud functionality and maintain your established reporting pack without requiring your staff to learn new reporting systemsβ€”after all, nothing compares to Excel! Experience quicker report generation across all clients, which can lead to reduced costs and opportunities to engage new clients transitioning to cloud solutions. Furthermore, consider investing in a comprehensive reporting pack for your practice or a consolidation model for multiple companies, allowing you to easily refresh and update values using DataDear. This will not only streamline your processes but also improve the overall efficiency of your financial reporting endeavors.

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

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

Integrations

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

Pricing Details

$35 per month
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 Yes 
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 No 
Live Rep (24/7) No 
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 No 

Types of Training

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

Vendor Details

Company Name

DataDear

Country

Malta

Website

www.datadear.com

Vendor Details

Company Name

DocuClipper

Founded

2018

Country

United States

Website

www.docuclipper.com/docuclipper/

Product Features

Accounting

Accounts Payable Yes 
Accounts Receivable Yes 
Bank Reconciliation No 
Billing & Invoicing Yes 
CPA Firms Yes 
Cash Management Yes 
Cryptocurrency Support No 
Expense Tracking No 
Fixed Asset Management No 
Fund Accounting Yes 
General Ledger No 
Government Yes 
Multi-Currency Yes 
Nonprofits Yes 
Payroll Management No 
Project Accounting No 
Purchase Orders Yes 
Tax Management Yes 

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 

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