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Average Ratings 0 Ratings

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ease
features
design
support

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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

Xerox® DocuShare® serves as a robust content management solution aimed at enhancing the efficiency of your organization. With documents, images, layouts, and presentations stored in Xerox® DocuShare®, your team can easily access the resources necessary for effective collaboration, informed decision-making, and task completion. Centralizing all files in one platform not only streamlines workflows but also aids in maintaining organization and focus. The system enables the capture, indexing, and storage of both structured and unstructured content, facilitating a seamless transition to a digital office environment. Additionally, DocuShare® fosters enhanced communication through document-level collaboration features, allowing various departments and remote teams to operate with greater efficiency. To safeguard sensitive information and reduce risks, it offers user- and group-based access controls, along with comprehensive tracking, reporting, and retention capabilities. Furthermore, its powerful search functionality ensures that critical business content is easily retrievable, regardless of whether users are at their desks, on mobile devices, or utilizing a multifunction printer (MFP). Such features collectively empower organizations to maximize productivity and maintain a competitive edge in their respective industries.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

QuickBooks Online
AIDA
Alchem-e Dashboard
CCM Gateway
Datto RMM
Docusign
Epona365
Esker
Esko Software
EveryonePrint
Goods Product Management
Google Docs
Microsoft Excel
Objective 3Sixty
Optimus MIS
Process Fusion 360
Sage Accounting
TheHouseMonk
Upland Intelligent Capture
V-Person

Integrations

QuickBooks Online
AIDA
Alchem-e Dashboard
CCM Gateway
Datto RMM
Docusign
Epona365
Esker
Esko Software
EveryonePrint
Goods Product Management
Google Docs
Microsoft Excel
Objective 3Sixty
Optimus MIS
Process Fusion 360
Sage Accounting
TheHouseMonk
Upland Intelligent Capture
V-Person

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

Xerox

Founded

1948

Country

United States

Website

www.xerox.com/en-us/services/enterprise-content-management

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

PDF

Annotations
Convert to PDF
Digital Signature
Encryption
Merge / Append
PDF Reader
Watermarking

Product Features

Content Management

Audio Content
Customizable Templates
Document Indexing
E-forms
Full Text Search
Image Editor
SEO Management
Text Editor
Version Control
Video Content
Website Management

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

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