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Average Ratings 12 Ratings

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support

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

Our cloud-based mailroom allows you to send documents remotely directly to the U.S. Post Office. DocuSend can be used with any accounting, billing, or CRM software that creates PDF documents that contain a valid mailing address. Developers can integrate our REST API into their software to provide a "Send mail" button. This can be used as a reseller option or internal direct connectivity. Any business or organization that needs to print and mail documents on demand can reap the enormous economic benefits. QuickBooks Online users get 33% off first DocuSend upload. See website for details.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

QuickBooks Online Yes 
Banyon Data Fund Accounting No 
Banyon Utility Billing No 
Biller Genie No 
FreshBooks No 
Google Docs Yes 
Haletale No 
Microsoft Excel Yes 
MyCommunity No 
OneBill No 
QuickBooks Online Advanced No 
Sage Accounting Yes 
TimelyBill No 
Utility Star No 
Workhorse Utility Billing No 
Xero Yes 

Integrations

QuickBooks Online Yes 
Banyon Data Fund Accounting Yes 
Banyon Utility Billing Yes 
Biller Genie Yes 
FreshBooks Yes 
Google Docs No 
Haletale Yes 
Microsoft Excel No 
MyCommunity Yes 
OneBill Yes 
QuickBooks Online Advanced Yes 
Sage Accounting No 
TimelyBill Yes 
Utility Star Yes 
Workhorse Utility Billing Yes 
Xero No 

Pricing Details

$29 per month
Free Trial Yes 
Free Version No 

Pricing Details

$1.28 for 1pg 8.5x11" document
Pay-as-you-go. 1 page B&W document is $1.28 including 1st class postage. No minimums, contracts or set-up fees. Add $0.09 for color. QuickBooks Online users get 33% off first upload. See website for details.
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 Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux Yes 
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 Yes 

Types of Training

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

Types of Training

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

Vendor Details

Company Name

DocuClipper

Founded

2018

Country

United States

Website

www.docuclipper.com/docuclipper/

Vendor Details

Company Name

DocuSend Inc

Founded

1991

Country

United States

Website

www.docusend.biz

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 

Product Features

API Management

API Design No 
API Lifecycle Management No 
Access Control Yes 
Analytics No 
Dashboard Yes 
Developer Portal No 
Testing Management No 
Threat Protection No 
Traffic Control No 
Version Control No 

Billing and Invoicing

Billing Portal No 
Contact Database No 
Contingency Billing No 
Customer Portal Yes 
Customizable Invoices No 
Dunning Management Yes 
Hourly Billing No 
Invoice History Yes 
Mobile Payments No 
Multi-Currency No 
Online Invoicing No 
Online Payments No 
Payment Processing No 
Project Billing No 
Recurring/Subscription Billing Yes 
Service Ticket Billing No 
Tax Calculator No 

Direct Mail Automation

A/B Testing No 
Analytics/Reporting Yes 
Campaign Management No 
Data Import/Export Yes 
Delivery Tracking Yes 
Design Management No 
Event Triggered Mailings Yes 
List Scrubbing No 
Mailing List Purchasing No 
Mailing Services Integration Yes 
Pre-made Templates Yes 
Printing Services Integration Yes 
Response Alerts No 

Mailroom Management

Barcode Scanning No 
CASS Certified No 
Duplicate Management No 
Graphical Mail Piece Designer No 
Intelligent Mail Support No 
Job Management No 
PAVE Certified Presorting No 
Package Tracking No 
Signature Capture No 

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