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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Efficiently manage your information by adopting a digital transformation strategy that includes the digitization and automation of business processes. This approach allows for remote access to information, leading to improved decision-making and enhanced customer service. With DocuClass, you can oversee the entire information lifecycle, which encompasses capturing, accessing, managing, automating processes, integrating, archiving, and distributing documents. Streamlining and organizing your document management with DocuClass enables you to optimize processes, perform tasks, handle exceptions, and enforce business rules while eliminating redundancies. Gain immediate access to critical information from any location at any time, while also controlling access and permissions to ensure compliance with tailored rules and regulations. By removing manual tasks and lowering operational costs, companies that have integrated DocuClass have successfully transformed their information management practices within their business processes, leading to significant efficiency gains. Embracing this technology not only enhances productivity but also positions your organization for future growth in an increasingly digital landscape.

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

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

Integrations

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

Pricing Details

No price information available.
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 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) 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 Yes 

Types of Training

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

Vendor Details

Company Name

Cima Software

Founded

1992

Country

United States

Website

cima-software.com

Vendor Details

Company Name

DocuClipper

Founded

2018

Country

United States

Website

www.docuclipper.com/docuclipper/

Product Features

Delivery Management

Customer Portal No 
Dispatch Management No 
Driver ETA No 
Driver Management No 
For Courier Services No 
For Freight No 
For Restaurants No 
Order Tracking No 
Routing No 
Scheduling No 
Signature Capture No 
Surveys & Feedback No 

Logistics

3PL No 
Barcoding / RFID No 
CRM No 
Container Tracking No 
Cross Docking No 
Fleet Management No 
Inventory Management No 
Order Management No 
Purchasing No 
Scheduling No 
Shipping Management No 
Transportation 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 

PDF

Annotations No 
Convert to PDF No 
Digital Signature No 
Encryption No 
Merge / Append No 
PDF Reader Yes 
Watermarking No 

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