Our team appreciates that DocuClipper is fully online, allowing us to access it from anywhere without worrying about whether we are using a PC or a Mac. The platform is fast and automated, making financial document processing much more efficient than manual data entry. We also like that it clearly shows how many pages remain in each subscription period, making usage easy to track and manage. One of the biggest advantages is how easy it is to correct unreadable or misinterpreted numbers before exporting, which helps ensure smoother, more accurate reconciliations. Review collected by and hosted on G2.com.

After upgrading from a clunkier desktop app, there’s honestly nothing I dislike about it. Review collected by and hosted on G2.com.

The best thing about DocuClipper is how much time it saves me. I’ve had to go through bank and credit card statements manually before, and being able to drop all the statements from a case into DocuClipper and get back a clean Excel sheet with all the information I need has easily saved me hundreds of hours of work. Review collected by and hosted on G2.com.

The only issue I’ve run into is that DocuClipper sometimes has trouble reading certain types of statements. Depending on how a statement is formatted, it may miss some subaccounts. It has improved a lot since I first started using it, but every now and then I still see the same problem. Review collected by and hosted on G2.com.

I use DocuClipper to convert bank statements into Excel files to classify transactions and create a trial balance for tax returns. I like that DocuClipper is fairly intuitive, very fast, and accurate. It allows me to quickly convert bank statements into a usable form when my small nonprofit clients have no financial records other than bank statements. I appreciate the way it reconciles each month's statement, ensuring all transactions are captured. The initial setup was very simple and intuitive, and it just works. Overall, DocuClipper seemed to offer exactly what I needed, and I have been pleased with it. Review collected by and hosted on G2.com.

I feel like I'm probably not using all the capabilities of DocuClipper and I could probably use some coaching on it. Review collected by and hosted on G2.com.

Overall a very good product that is reliable and increases efficiency with which I'm able to review financial transactions from multiple accounts over many years. Review collected by and hosted on G2.com.

Wish there was an easier way to exclude pages from being reviewed as I have to manually select each statement and page. Would be nice to be able to set a rule or specify a range of page numbers that I would like excluded from every statement since certain financial institutions (like AMEX) add a lot of informational/filler pages at the end that don't have any relevant transactions and count against the monthly page allowance. Review collected by and hosted on G2.com.

I used to enjoy using DocuClipper because it helped with converting bank statements and saving time. The initial setup was easy. Review collected by and hosted on G2.com.

I used to enjoy using DocuClipper, but it's become troublesome and now adds time to my tasks instead of assisting. The bank statement conversions used to be better; now, the conversion leaves out a lot of text that I have to manually add in afterwards. Specifically, the details in the description column of the transactions on the bank statements need to be converted more accurately. Lately, I've resorted to manually exporting the documents to Excel and editing them myself. Review collected by and hosted on G2.com.

I appreciate DocuClipper for its ease of integration with my software, which allows my users to upload invoices and saves them time by having the software handle the heavy lifting. It generally does a good job of reading the data. I also value the feature where I can get the JSON response. The initial setup was very easy, just involving a simple curl request. Review collected by and hosted on G2.com.

I think DocuClipper could improve on its JSON structure. Right now, it outputs each line item containing invoice data, customer data, vendor data, and line item data on every line, instead of having these as headers with the applicable data as children. Review collected by and hosted on G2.com.

The option to covert the bank statements to CSV is great. It has made my life so much easier when clients are unable to connect their bank feeds to QBO. It has made my office so much more efficient. Review collected by and hosted on G2.com.

I have not encountered any issues. This program has been great for my office. Review collected by and hosted on G2.com.

It saves me time with converting bank statements to do bookkeeping for my clients Review collected by and hosted on G2.com.

The reconciliation is sometimes inaccurate resulting in me having to fix transactions later on the accounting software when I'm trying to reconcile the bank account. Review collected by and hosted on G2.com.

Converting PDF bank statements into a CSV file for bookkeeping prep makes my job faster and more accurate. Review collected by and hosted on G2.com.

There are random times when Docuclipper doesn’t convert the statements correctly and ends up missing pages. Then I have to figure out what’s missing and manually add it back in. Review collected by and hosted on G2.com.

Docuclipper is extremely helpful to our business. We are a small accounting firm. We no longer have to manually input information to our accounting software saving us a huge amount of time and has increased productivit. Review collected by and hosted on G2.com.

There can sometimes be inaccuracies we have noticed, especially with Allied Irish Bank account statements. Review collected by and hosted on G2.com.