---
title: Documentric Reviews
meta_title: 'Documentric Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how Documentric works for a business like yours.
date_modified: '2026-09-30'
parent_category:
  name: Process Automation
  url: https://www.g2.com/categories/process-automation
---


# Documentric Reviews
**Vendor:** Documentric  
**Category:** [Intelligent Document Processing (IDP) Software](https://www.g2.com/categories/intelligent-document-processing-idp)
## About Documentric
Documentric is a bank statement converter for bookkeepers, accountants and small business owners. It turns PDF bank statements, credit card statements, invoices and receipts into clean files for QuickBooks, Excel, Xero, Sage and Quicken, so nobody has to retype transactions by hand. Upload a statement from any bank, digital or scanned. Documentric reads the document itself instead of relying on a template for each bank, so there is no list of supported banks to fall off. A PDF that holds several accounts is split into each account. Every transaction lands in an editable grid right beside the original PDF, so you can check each row against the page it came from. Documentric also checks each statement against its own opening and closing balances. If the transactions do not add up to the printed closing balance, you see it straight away, before anything reaches your books. Fixing a statement is quick. Edit a date, description or amount, add a row that was missed, set a row aside, or flip debits and credits in bulk. Every change is kept in the statement's history, and recent changes can be undone. When the statement is right, export it in the format your workflow needs: QuickBooks Web Connect (.qbo), Excel, CSV, Xero CSV, Sage CSV, Quicken QIF, OFX or QFX. You see a preview of the exact file before you download it. Invoices and receipts are read field by field, including the vendor, date and totals. Send them straight to QuickBooks Online, where an invoice becomes a bill and a receipt becomes a purchase with the original PDF attached, or export them as CSV, Excel or IIF. Documentric is built for people who look after many clients. File every statement under its client, spot the months missing from a client's run of statements, and on the Professional and Business plans export many statements at once as a single ZIP. Pricing is simple and based on pages. The free plan converts 10 pages a month with no credit card. Paid plans are $19 a month for 300 pages, $49 for 900 pages and $129 for 2,500 pages, with extra pages at $0.10 each so work is never blocked. Paying yearly saves two months.






- [View Documentric pricing details and edition comparison](https://www.g2.com/products/documentric/reviews?section=pricing&secure%5Bexpires_at%5D=2026-09-30+17%3A42%3A51+-0500&secure%5Bsession_id%5D=fa90957e-471c-4290-beee-d1ba13ac94fe&secure%5Btoken%5D=f93d51fa83115db912a509e0dd9369ebd9645dc137b46075e33b6ca4d2a27dcb&format=llm_user)

## Documentric Features
**Data Capture**
- Multi-format Support
- OCR Capabilities

**Data Extraction**
- Pattern Detection and Recognition
- Text Classification
- Data Classification
- Voice Recognition
- Optical Character Recognition

**Data Validation**
- Accuracy Checking

**Workflow Automation**
- Natural Language Processing
- Process Integration
- Third-Party Integrations

**Document Management**
- Search Functionality
- Version Control
- Full Text Search
- Semantic Search
- Contextual Search
- Boolean Search

**Machine Learning**
- Custom Model Training

**Natural Language Processing**
- Sentiment Analysis
- Text Analysis
- Entity Analysis
- Trend Analysis

**Semantic Analysis**
- Contextual Understanding

**Data Integration**
- API Support

**Security**
- Compliance Standards
- Data Encryption

**Additional Functionality**
- Generative AI
- Activity Dashboard
- AI Copilot
- Drag & Drop
- Calendar Management
- Reporting & Statistics
- Customizable Forms
- Forms Management
- Alerts/Notifications
- Role-Based Permissions
- Phonetic Variation Detection
- CRM
- Email Management
- Data Capture and Transfer
- Access Controls/Permissions
- Workflow Management
- Electronic Forms
- Abbreviation Detection
- Web Forms
- Multiple Data Sources
- Mis-Keyed Variation Detection
- Data Import/Export
- Data Replication
- Document Management
- Data Extraction
- Customizable Reports
- Customizable Branding
- Offline Access
- Electronic Signature
- Data Retrieval
- Collaboration Tools
- Barcode/Ticket Scanning
- Email Address Extraction
- Customizable Fields
- Task Management
- Audit Management
- Image Capture
- Configurable Workflow
- API
- Data Visualization
- Customizable Templates
- Conditional Logic
- Audit Trail
- Activity Tracking
- Real-Time Updates
- Summarization
- Customer Experience Management
- Tagging
- Real-Time Analytics
- Predictive Modeling
- Data Analysis Tools
- Filtering
- Commenting/Notes
- Categorization/Grouping
- Data Verification
- AI/Machine Learning
- Visual Analytics
- Customer Segmentation
- Search/Filter
- Data Cleansing
- Topic Clustering
- Multi-Language
- Language Detection
- Spam Detection
- Predictive Analytics
- Customer Profiles
- Metadata Management

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