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DocuClipper

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OCR software that extracts data from bank, brokerage, and credit-card statements, invoices, and receipts into Excel, QuickBooks, or Xero.

What it does

DocuClipper is financial document extraction software that converts PDFs such as bank, brokerage, and credit-card statements, invoices, receipts, checks, and tax forms into structured data. It exports to Excel, CSV, QBO, QuickBooks, and Xero, and adds analysis tools for cash flow, categorization, and fraud signals.

How to use: Users can drag and drop financial documents into DocuClipper, which automatically extracts the data and converts it into formats like Excel, CSV, or QBO. The extracted data can then be imported into accounting software or used for analysis.

Core features

OCR extraction from financial statements and invoices
Export to Excel, CSV, QBO, QuickBooks, and Xero
Bank statement and cash-flow analysis
Transaction categorization
Batch processing and automated ingestion
REST API, webhooks, and MCP server

Best for

Converting bank statements to spreadsheets
Importing invoices and receipts into accounting software
Forensic accounting and fraud detection
Automating bookkeeping data entry
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