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Best pdf converter for Bank Statements
What do you like best about the product?
It is so easy to import Financial Transactions from bank statements! I have saved hundreds of hours preparing financial accounting reports for conservatorships and Living Trusts!!!
What do you dislike about the product?
I do not have any dislikes to report on this product. It is well thought out and meets my needs
What problems is the product solving and how is that benefiting you?
For anyone involved with financial accounting for conservatorships and living trusts, this product is a definite must! It eliminates the need for manual entries. You can easily export to csv or xlsx for your use.
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Excellent customer service and a great tool
What do you like best about the product?
The data transfer to excel was super quick, customer support were quick to reply to my query and the tool can save a lot of time for many online tasks
What do you dislike about the product?
In all honesty, nothing it's been a very good tool to have.
What problems is the product solving and how is that benefiting you?
The tool transferred large amounts of seperate and several PDF documents over to one combined excel file
Saves a lot of time
What do you like best about the product?
Fast conversion of most pdf statements into Excel. Bespoke templates for most banks. No steep learning curve. Keeps improving. Good support. the reconciliation feature acts as a self-check. Pricing is well-matched to the value you get.
What do you dislike about the product?
Occasionally it makes a mess of the dates formatting spitting out a mixture of US and GB date format from the same statement.
What problems is the product solving and how is that benefiting you?
Conversts PDF bank statements into CSV format. Saves time from manual work.
Essential resource for bookkeeping business!
What do you like best about the product?
Taking PDF bank statements and turning them into CSV files.
What do you dislike about the product?
The size of the window on the screen when looking at transactions, I wish it was bigger so I didn't have to scroll so much.
What problems is the product solving and how is that benefiting you?
taking PDF bank statements and turning them into CSV files which I can edit, reconcile and upload to accounting software.
Very quick response - Very Good Data Conversion
What do you like best about the product?
Works very well even on poor quality documents
What do you dislike about the product?
Nothing - all works very well - works very quickly
What problems is the product solving and how is that benefiting you?
Conversion of bank statements to Excel
Best for bank statement conversions
What do you like best about the product?
After a long search I've finally found the best bank statement converter. DocuClipper provides a very user friendly interface and no additional editing.
What do you dislike about the product?
I would have liked an option to pay per page instead of another plan when you run out of pages.
What problems is the product solving and how is that benefiting you?
Converting bank statements to easy to use Excel or CSV files.
Easy to use!
What do you like best about the product?
I found the platform very intuitive and easy to use. I used it to convert bank statements to a format I could import into my accounting software, and DocuClipper did not disappoint!
What do you dislike about the product?
I didn't find any downsides to using DocuClipper. I was happy with every aspect of the product and I'd happily recommend it to anyone.
What problems is the product solving and how is that benefiting you?
My bank only provides statements in PDF format which my accounting software isn't able to process. Using DocuClipper, I was able to upload the correct file formats, saving me hours!
Absolutely no backup service, No response on credit card disputes
What do you like best about the product?
It works on certain statements. There are however there are issues with certain formats, and no one responds to emails or provides assistance.
What do you dislike about the product?
I had to formally lodge a dispute with our bank regarding the deductions they had taken off our credit card, as they did not reply to any correspondence regarding payment issues with them.
There is absolutely no backup service in both payment issues, and the incorrect scanning of bank statements.
No one responds to emails or provides assistance.
The online help service is non-existent.
There is absolutely no backup service in both payment issues, and the incorrect scanning of bank statements.
No one responds to emails or provides assistance.
The online help service is non-existent.
What problems is the product solving and how is that benefiting you?
They not helping at all, absolutely no response from them
DocuClipper is a lifesaver
What do you like best about the product?
Docuclipper is a lifesaver. They have saved me every tax season for the past few years. Time is limited, deadlines are looming, and clients keep sending in the documents late. Docuclipper to the rescue, upload the bank statements and literally hours of work saved into a quickly usable format. No more printing 30 pages of bank statements, analysing them with a highlighter, and then still having to add them up on Excel or something else. Much less chance of human error too. They offer multiple pricing strategies on a month-to-month basis and the option to buy add-on pages that do not expire. What more could you ask for?
What do you dislike about the product?
Limited option of South African banks and occasionally in the past their downloads were not correct but they have resolved this issue now and give you a second chance if the download quality is not of standard without an additional cost.
What problems is the product solving and how is that benefiting you?
Docuclipper helps by getting bank statements into a format that is adjustable and useful, allowing me to calculate the annual taxes of small businesses without hours of bookkeeping into specific software.
Very easy to use and very reliable with the data conversion
What do you like best about the product?
I absolutely love DocuClipper. It is extremely easy to drag and drop the statement into DocuClipper; conversion is very fast and imports into QBO have been seamless. The time I save using DocuClipper is well worth the subscription and I highly recommend it.
What do you dislike about the product?
There is nothing I don't like about DocuClipper. It serves me very well.
What problems is the product solving and how is that benefiting you?
I onboarded a client who does not have electronic banking so had to upload data from pdf statement. Savings in time and workload is amazing.
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