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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.
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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.
Very useful and valuable
What do you like best about the product?
It cleans the bank statements. Merges the line description instead of putting them in separate columns. Easy to use and access. Very neat and handy,
What do you dislike about the product?
Documents expire after a month of download
What problems is the product solving and how is that benefiting you?
Converting my clients bank statements ina way that is easy for me to use and quick to work on
Very helpful conversion of statements
What do you like best about the product?
Easy, accurate, and works. Converted dozens of bank and credit statements without issues.
What do you dislike about the product?
Some credit statements did not fully reconcile automatically, but that is not unusual and was easy to fix.
What problems is the product solving and how is that benefiting you?
Converted dozens of PDF statements to excel
DocuClipper makes my life easier!
What do you like best about the product?
Docuclipper is easy to use and extracts data quickly. I can import to Xero seamlessly. The price is fair and transparent.
What do you dislike about the product?
Honestly, the worse thing about DocuClipper is that I didn't know about it sooner.
What problems is the product solving and how is that benefiting you?
Sometimes my clients cannot access bank downloads and only have bank statement pdfs. DocuClipper allows me to work on historical bank reconciliations and import the data into Xero.
DocuClipper is an invaluable time saver
What do you like best about the product?
Converting documents to useful CSV files in accounting software has been superb!
What do you dislike about the product?
Once you get the statement reconciled the update is a bit subtle
What problems is the product solving and how is that benefiting you?
Transferring old statements into usable CSV files for Quick Books Online
Accountants Rejoice
What do you like best about the product?
Huge Huge time saver for me and effectively the most time consuming part of my business can now be done within clicks
What do you dislike about the product?
I would love the interface to be more clean
What problems is the product solving and how is that benefiting you?
Having to type out bank statements on excel
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