DocuClipper

About DocuClipper

DocuClipper is financial document data extraction aimed at accountants, bookkeepers and finance teams rather than at general OCR. The document types are enumerated specifically: bank statements converted to Excel, CSV or QBO, brokerage statements with holdings and transactions, credit card statements, invoices with line-item OCR, receipts including merchant and tax fields, checks with verification, and tax forms such as W-2s and 1099s processed at scale. An AI template builder covers document types outside that list. Beyond extraction the product does analysis: a bank statement analyzer flags fraud signals and analyses cash flow, cash flow reports are generated from statements, forensic accounting traces fund flows and detects irregularities, and transactions are categorised through a mix of rules and AI. Ingestion is automated from watched folders in Google Drive, Dropbox, OneDrive and Box, from a dedicated email address, from Gmail attachments, from mobile and from the API. Output routes directly into QuickBooks, Xero, Sage, NetSuite and Dynamics 365 Business Central, or into Excel and Google Sheets, with a one-click PDF-to-QBO converter for QuickBooks import. For developers there is a REST API with webhooks, a Zapier connector reaching 6,000+ apps, and an MCP server that lets AI agents run extractions directly. Pricing is metered in pages per month and quoted in several currencies, with enterprise-grade security and audit logs on the platform side.

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