DocuClipper converts scanned or digital bank statements to Excel, CSV, QBO or Xero and checks balances. Plans from $29/month; 14-day free trial.
Researched and fact-checked by Bartu Cavusoglu · Updated October 26, 2026
DocuClipper is a financial document data platform that converts PDF bank and credit card statements, from any bank, scanned or digital, into Excel, CSV, QuickBooks (QBO), Quicken (QFX), OFX, QIF or Xero files. It also extracts data from invoices, receipts, checks, brokerage statements and tax forms such as W-2s and 1099s.
Its main difference is verification. Each statement is compared with its own printed opening and closing balances, and any period that does not tie out is flagged before export. The company contrasts this with AI chat tools and generic OCR, which return rows and leave the checking to the user.
The workflow has four steps: capture, read, extract and verify. Documents arrive through bulk upload, a project email address, synced Google Drive, Dropbox, OneDrive or Box folders, or the API. Digital PDFs are read from their text layer, while scanned and photographed pages go through OCR and crooked pages are rotated automatically.
Each transaction becomes a row with date, description, amount and running balance, and statements holding several accounts or periods are split. Every period is then totaled against the printed balances. Your team reviews only the periods that fail the check, then exports to the format it needs.
Extraction covers bank and credit card statements, invoices and receipts with line-item OCR, checks, brokerage statements, tax forms and custom documents built with AI templates. Output formats include Excel, CSV, QBO, QFX, OFX, QIF and Xero-ready transactions, and transaction categorization uses rules and AI.
Analysis tools include cash flow reports, a bank statement analyzer for fraud signals and income verification, and flow-of-funds tracing for forensic work. Automation adds batch processing of hundreds of documents, folder and email ingestion, a REST API with webhooks, Zapier, Gmail and an MCP server for AI agents.
DocuClipper is a financial document data platform that converts PDF bank and credit card statements, invoices, receipts and other documents into structured data. It exports to Excel, CSV, QuickBooks, Xero and other formats. It also offers analysis and workflow automation tools.
Starter begins at $29/month for 60 pages, or $20.30/month billed annually. Business begins at 640 pages ($111.30/month billed annually) and Enterprise at 1,800 pages ($279.30/month billed annually). Every plan includes unlimited users.
Yes. DocuClipper offers a 14-day free trial that requires no credit card. The site also offers a live demo with sample data that needs no signup.
Yes. Scanned and photographed pages are read with OCR, and crooked pages are rotated automatically. Digital PDFs are read from their text layer. It supports any US or international bank without templates.
Each statement period is totaled against the statement's printed opening and closing balances. Periods that do not tie out are flagged before export. The company states 99.9% field-level accuracy.
It exports to QuickBooks, Xero, Sage, NetSuite, Dynamics 365 Business Central, Excel, Google Sheets and Quicken. It ingests from Google Drive, Dropbox, OneDrive, Box, Gmail and email, and offers an API, webhooks, Zapier and an MCP server.
The Starter plan is described as best for solo bookkeepers and small businesses, starting at 60 pages a month. Teams with larger volumes can move to higher page tiers. Users are unlimited on all plans.
The company states it is SOC 2 Type II audited and lists audit logs on the Business plan. Enterprise adds SAML single sign-on.