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Saves HOURS of time!
What do you like best about the product?
Wow! I am so impressed with DocuClipper. Every once in a while, I work with clients on a project that involves analyzing a lot of their old bank statements. This used to be such a slow, manual process! I just tried DocuClipper and it saved me hours of time! Love this program :)
What do you dislike about the product?
Nothing! This is a great program and I definitely plan on using it on my next project.
What problems is the product solving and how is that benefiting you?
Manual data entry. When I work with clients, on their accounting projects, sometimes we need to analyze their historic spending. When using bank statements to do this, it can take a long time! By letting me put bank statement data into Excel, I can now sort transactions and better categorize them. What a time saver!
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Excellent way to make PDF bank statements usable
What do you like best about the product?
It is so easy to use DocuClipper. All you have to do is drag and drop the PDF you want to convert, and DocuClipper does the work for you. It allows you to review the converted file before downloading it to ensure that it captured all the data before you export it to the type of file you need. I was able to convert 8 years of bank statements into QBO files that would have taken me months to manually enter.
What do you dislike about the product?
DocuClipper had a hard time reading credit card and bank statements that didn't follow the traditional layout. Apple cards and some older bank statements that had multiple columns of data were difficult for DocuClipper to convert.
What problems is the product solving and how is that benefiting you?
DocuClipper allowed me to convert years and years worth of credit card and bank statements into QBO files and Excel files so that I could create a new set of books to trace transactions across multiple accounts. It would have taken me months to manually enter all the transactions and I was able to get it done in a matter of days.
Does exactly what it says
What do you like best about the product?
It just worked exactly as it should have with no fuss or any complex configuration. Perfect
What do you dislike about the product?
I just needed a once off job to be done but they only offered a monthly subscription although you could cancel after use .
What problems is the product solving and how is that benefiting you?
I needed to analyse 12 months of long credit card statements in excel and the PDF statements couldn't be converted in Adobe as they had a bank password on them. Docuclipper didmthe job with ease using OCR and I had everything I needed instantly
DocuClipper is a life-saver!
What do you like best about the product?
I used DocuClipper to help me convert PDF bank statements while under the gun to prepare and submit my Tax Return. I needed CSV downloads from certain banks that incredibly didn't offer CSV downloads.
The process was excellent and up and running very rapidly.
The instructions were excellent, and the support & knowledgebase materials were great, too.
The process was excellent and up and running very rapidly.
The instructions were excellent, and the support & knowledgebase materials were great, too.
What do you dislike about the product?
Nothing to add. I am delighted with the product and Team.
What problems is the product solving and how is that benefiting you?
Ability to submit my Tax Return in time. I plan to use DocuClipper for other PDF conversions.
Saved Hours of time pulling data from pdf statements
What do you like best about the product?
It is very easy to use and works very well. It saved me so much time when I had to pull data from pdf bank statements.
What do you dislike about the product?
It would be great to have a pay as you go plan for smaller businesses that don't need it continously but still need it for occasional projects. I don't need it enough to warrant the cost of the annual plan. I needed DocuClipper for one project and had to pay the monthly fee and then cancel the subscription. It would be neat to be able to have an active subscription and just pay for it as needed. I don't need the program much, but when I do, it comes in very handy and saves me a ton of time.
What problems is the product solving and how is that benefiting you?
I had a bookkeeping client who was unable to provide a CSV of past transactions for his credit card. He sent me statements for the time period in question, and each statement was 8-9 pages long and had a ton of transactions. I was able to use DocuClipper to export all of these statements to a CSV and import them to QuickBooks. The entire process took less than 10 minutes, including signing up for the DocuClipper account and watching the tutorial video. It was so EASY. I'm a tech person, but I think DocuClipper is very straightforward so that even people who are not as computer savvy should not have any trouble with it. The tutorial video was very clear and easy to follow.
A very unique yet needed product offering
What do you like best about the product?
I like the convenience of the product offering. It was simply a matter of uploading a bank statement and downloading the csv ready for import. It's also very affordable
What do you dislike about the product?
Limitation on number of pages offered with the packages.
What problems is the product solving and how is that benefiting you?
It makes converting PDF bank statements into a readily importable template into xero saving loads of time.
Great experience using DocuClipper
What do you like best about the product?
Support was quick to respond and the service was easy to navigate.
What do you dislike about the product?
For me, it was a small project so it would have been nice to have a project option rather than a renewing monthly subscription.
What problems is the product solving and how is that benefiting you?
Easily creating spreadsheets for Bank Statements
Excellent product - Super easy to use
What do you like best about the product?
This is a perfect product for so many small businesses that have not done a great job of record-keeping and need to upload a large amount of old banking & credit card transactions very quickly and simply.
What do you dislike about the product?
The only downside is the monthly fee - it would almost be better as a per-occurrance price. It was well worth the $159 for a single project that saved hours of data imput, but there's really no sense in continually paying the monthly fee.
OH, and one other thing - on some statements that went over a month from one year to the next the dates were confused - December 2019 was transcribed as 2020 when the statement went from December 20th 2019 - Jan 19th 2020. This is an easy fix in Excel, but i didn't see it initially so it was a bit confusing.
OH, and one other thing - on some statements that went over a month from one year to the next the dates were confused - December 2019 was transcribed as 2020 when the statement went from December 20th 2019 - Jan 19th 2020. This is an easy fix in Excel, but i didn't see it initially so it was a bit confusing.
What problems is the product solving and how is that benefiting you?
Saved massive amounts of time pulling information that would have otherwise needed to be manually entered.
Amazing software
What do you like best about the product?
I used Docuclipper for converting my clients bank statements and credit card statements to QBO format file. It was very smooth and accurate unlike other softwares that I have used for similar purpose. Overall a very intuitive user friendly software. Highly recommended if you are working with pdf statements. Havenot explored it fully but so far its great.
What do you dislike about the product?
None that I found so far. I dont have anything to dislike.
What problems is the product solving and how is that benefiting you?
It converts pdf statements into QBO format files within seconds. Which I can then easily upload into QBO and get started with my accounting.
Effortless Conversion and Exceptional Accuracy with DocuClipper
What do you like best about the product?
What stands out most about DocuClipper is its unparalleled accuracy in converting PDF bank statements to various formats like Excel, CSV, or QBO. I recently had the task of scanning and compiling old bank statements that were only available in PDF format, some of which were not in the best condition. DocuClipper handled this with ease, rapidly processing the documents and integrating them into a single, well-organized spreadsheet. The software's ability to work with over 10,000 different bank statements globally is a testament to its versatility. What I appreciated most was the complete elimination of manual input, saving me a significant amount of time and ensuring that the data was error-free.
What do you dislike about the product?
As for dislikes, it's challenging to pinpoint any significant drawbacks, given the software's performance and the specific requirements of my project. First-time users might require a brief period to familiarize themselves with the interface and features.
What problems is the product solving and how is that benefiting you?
DocuClipper adeptly addresses the challenge of converting PDF bank statements to editable formats like Excel, CSV, or QBO, even when the documents are poorly formatted. This automation significantly reduces time and effort by eliminating manual data entry, and ensures high accuracy, minimizing errors in financial documentation. Its ability to handle a wide range of bank statements globally makes it a versatile tool for streamlined financial management and reporting. This helped me bring my books up to date and get everything I needed for taxes.
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