DocuClipper Reviews & Product Details

I have been using DocuClipper for my fraud examinations and do appreciate that you can extract data with so far a 95% reliability on non organic (scanned) documents. You do have to rework the other 5%, but the keying entries are not as time consuming. The reliability of organic PDF's has a great than 99% rate on what I have extracted. I also appreciate the alternative to other data extraction softwares as this one is by far more affordable. The multiple outputs or download options - or to import into QBO or Xero if that is what you need - works fantastic for what I need. Review collected by and hosted on G2.com.

There are some glitches as with any software. The glitches aren't significant enough to be concerning. I wish there was a better function or option for reading the data on cancelled checks, but with multiple checks to a page DocuClipper hasn't conquered that function yet so I just avoid it all together. The dates are often read incorrectly so you really need to be on top of your game on making sure you only upload statements by either month or grouped year otherwise it is a nightmare to figure out what entries are for a specific year or month. Once you get that checks and balances down to a science it isn't as problematic. The popup question on what line of work are you in after every extraction is annoying. Review collected by and hosted on G2.com.

I love how much time it saved me. Having the ability to export client statments into one useable document (excel or CVS) saved me hours and hours of time. And the system is fairly easy to use when you get used to it. Customer support as pretty good - the bot option was ok, but you could always email support directly and they get back to you within a reasonable time frame. Review collected by and hosted on G2.com.

The system sometimes glitches when uploading many statments at one time for conversion and this caused a bit of headache when having to verify the data. But once I learned to just upload a few statements at a time it got better. Hopefully this is a glitch that DocuClipper is working on. Review collected by and hosted on G2.com.

DocuClipper has been awesome for us. It's incredibly easy to use. The automation features have allowed us to extract critical information, usually in less than a minute, saving us a great deal of time reducing costs to our clients.

Customer support has also been very responsive whenever we have questions.

Best of all, it's affordable and more user-friendly than incredibly expensive tools out there that don't even do what they are supposed to. Review collected by and hosted on G2.com.

Overall, DocuClipper has been a huge value-add to our team, and any small drawbacks are definitely outweighed by its benefits. Sometimes, really poorly formated statements received by credit unions can be challenging for the tool, but if you email support, they are right there to help. The product continues to improve with time. Review collected by and hosted on G2.com.

I love that I can just upload a years worth of bank statements and be ready to file a clients tax return with a profit a loss in just a few hours instead of weeks! Review collected by and hosted on G2.com.

Sometimes things get a little glitchy and misses some things but we have found ways to work around that. Review collected by and hosted on G2.com.

Having the ability to convert pdf bank statements to QBO files is priceless! It saved me the time I would have spent hand-entering each transaction. I highly recommend the product. Review collected by and hosted on G2.com.

I don't need it regularly - just occasionally, so it would be nice to be able to buy one month at a time. Review collected by and hosted on G2.com.

DocuClipper was very easy to use and does exactly what it advertises and specifically what I needed it to do, which was convert PDF statements to excel files. At first, I was a little skeptical on how accruate it would be to convert bank and credit card statement of various formats, but the software did great! I would say it was 98% accurate and saved me alot of time and money. The alternative would have been to hire data entry level support people to manually enter everything, which would have taken weeks and incurred a much higher cost than using DocuClipper. Review collected by and hosted on G2.com.

One thing I learned quickly to do was to seperate the PDF files by years ... maybe this is just my own user naiveness, but when I uploaded statements of multiple years, dates were often for the wrong years and I had to do a bunch of correction. But that was an easy adjustment to make and going forward, I had very little corrections to make. Review collected by and hosted on G2.com.

DocuClipper makes sure every detail such as the date, descriptions, and amounts in the bank statement, credit card statement, and/or screenshots is captured flawlessly. This app is a life-saver for remote bookkeepers and accountants wanting to convert files from PDF to CSV formats. Great experience! I highly recommend it. Review collected by and hosted on G2.com.

Couldn't think of anything to dislike about DocuClipper. Tip: Choose the subscription plan that fits your needs. Review collected by and hosted on G2.com.

It is very easy to use and works very well. It saved me so much time when I had to pull data from pdf bank statements. Review collected by and hosted on G2.com.

It would be great to have a pay as you go plan for smaller businesses that don't need it continously but still need it for occasional projects. I don't need it enough to warrant the cost of the annual plan. I needed DocuClipper for one project and had to pay the monthly fee and then cancel the subscription. It would be neat to be able to have an active subscription and just pay for it as needed. I don't need the program much, but when I do, it comes in very handy and saves me a ton of time. Review collected by and hosted on G2.com.

The ease of use. I had numerous documents that needed to be converted and this software made it a breeze. Love the fact that you can combine a whole lot of pdf bank statements into one excel file. Incredible! Review collected by and hosted on G2.com.

Nothing to dislike. I enjoyed using the software. Review collected by and hosted on G2.com.

Works flawlessly, well thought of and programmed, bugs free, affordable, time saver, very eassy to understad and use, and nice features. Review collected by and hosted on G2.com.

none for me! I was able to to do myn job with great ease. Review collected by and hosted on G2.com.