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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
No
API Access
Has API
No
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
No
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
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
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)
No
Online Support
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
No
Webinars
Yes
Live Training (Online)
No
In Person
Yes
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
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
Marketing Automation
A/B Testing
No
Analytics / ROI Tracking
Yes
Artificial Intelligence
No
Content / Blogging Platform
No
Customizable CTAs
Yes
Drip Campaigns
Yes
Dynamic Content
Yes
Landing Pages / Web Forms
No
Lead Scoring
No
Sales Intelligence
Yes
Search Marketing
No
Segmentation
Yes
Social Marketing
No
Website Visitor Tracking
No
