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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
DocuMatix is our comprehensive digital marketing platform tailored for financial institutions. Going beyond just email, it integrates essential digital and mobile marketing functionalities within a user-friendly interface. Included in this suite are tools for email marketing, automated surveys, event management, and text messaging. With DocuMatix On Demand, marketing automation is seamlessly incorporated into your digital strategy, allowing for timely message delivery, whether in real time or according to your schedule. The SaaS model emphasizes simplicity, enabling users to access solutions solely through an internet browser, thus eliminating the need for costly hardware and software installations. Real-time analytics offer immediate access to critical data, facilitating precise tracking and continuous evaluation of marketing campaigns. To uphold compliance with the CAN-SPAM Act, we secure whitelist status with AOL, Hotmail, MSN, and over 40,000 additional ISPs, earning recognition in the industry as a trusted "permission-based" sender. Our commitment to providing a robust yet straightforward marketing solution empowers financial institutions to enhance their outreach efficiently.
API Access
Has API
API Access
Has API
Integrations
Google Docs
Microsoft Excel
QuickBooks Online
Sage Accounting
Xero
Integrations
Google Docs
Microsoft Excel
QuickBooks Online
Sage Accounting
Xero
Pricing Details
$29 per month
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
DocuClipper
Founded
2018
Country
United States
Website
www.docuclipper.com/docuclipper/
Vendor Details
Company Name
Marquis Software Solutions
Country
United States
Website
gomarquis.com/marketing-solutions/
Product Features
Data Entry
Abbreviation Detection
Data Capture and Transfer
Data Cleansing
Data Entry Verification
Data Search Flexibility
Duplicate Detection
Flexible Search
Image Entry
Library Conversion
Mis-Keyed Variation Detection
Phonetic Variation Detection
Data Extraction
Disparate Data Collection
Document Extraction
Email Address Extraction
IP Address Extraction
Image Extraction
Phone Number Extraction
Pricing Extraction
Web Data Extraction
Electronic Data Capture
Audit Trail
CRF Tracking
Data Entry
Data Verification
Distributed Capture
Document Imaging
Document Indexing
Forms Management
Remote Capture
Study Management
OCR
Batch Processing
Convert to PDF
ID Scanning
Image Pre-processing
Indexing
Metadata Extraction
Multi-Language
Multiple Output Formats
Text Editor
Zone Selection Tool
Annotations
Convert to PDF
Digital Signature
Encryption
Merge / Append
PDF Reader
Watermarking
Product Features
Marketing Automation
A/B Testing
Analytics / ROI Tracking
Artificial Intelligence
Content / Blogging Platform
Customizable CTAs
Drip Campaigns
Dynamic Content
Landing Pages / Web Forms
Lead Scoring
Sales Intelligence
Search Marketing
Segmentation
Social Marketing
Website Visitor Tracking
