Documentric turns PDF bank statements, credit card statements, invoices and receipts into clean files for your books.
Upload a statement from any bank. Documentric reads the document itself rather than matching a per-bank template, so there is no bank list to be missing from. Every transaction lands in an editable grid next to the original PDF, and each statement gets a balance check against its own opening and closing balances, so you can see whether it ties out before anything reaches QuickBooks.
Fix a row, add a missing one, set a row aside, flip debits and credits in bulk, and undo any change. Then export in the format your workflow needs: QuickBooks Web Connect (.qbo), Excel, CSV, Xero CSV, Sage CSV, Quicken QIF, OFX and QFX.
Invoices and receipts are read field by field and can be sent straight to QuickBooks Online as bills and purchases, or exported as CSV, Excel or IIF.
Built for solo bookkeepers, small practices and business owners who are tired of retyping statements. File statements under clients, find the months that are missing, and on Professional and Business plans export many statements at once.
Plans start at $19 a month for 300 pages. The free plan converts 10 pages a month with no credit card.
