DocuClipper

What is DocuClipper?

DocuClipper is a bank statement converter and financial document data platform. It turns PDF bank, credit card and brokerage statements, scanned or digital and from any bank, into Excel, CSV, QuickBooks, Xero, OFX, QFX or QIF files, checks each statement against its own printed opening and closing balances, and flags statements that do not tie out before export. It also reads invoices, receipts, checks and tax forms such as W-2s and 1099s.

Who it's for

Accountants, CPA firms, tax professionals and bookkeepers who receive client statements as PDFs, for monthly write-up, catch-up and clean-up work, plus lenders and forensic accountants (per DocuClipper). Plans are priced by pages processed, with unlimited users on every plan.

Key features

• Converts PDF bank and credit card statements, scanned or digital, including multi-account statements, with no templates to set up
• Reconciliation check: extracted totals are compared with each statement's printed opening and closing balances, and mismatches are flagged so you review only those
• Exports to Excel, CSV, QuickBooks (QBO and IIF for QuickBooks Desktop), Quicken (QFX), OFX, QIF and Xero, with direct QuickBooks Online and Xero sync
• Report tab on every plan: coverage and missing months, income, risk flags, cash flow, transfers and recurring payments for a client's statements, as PDF or Excel, using no pages
• Fraud detection (0 to 100 authenticity scores) and flow of funds on Business and Enterprise plans and in the free trial
• Claude and ChatGPT connector (remote MCP server with OAuth sign-in) that converts statements and invoices, reads your projects and reports which statement periods reconciled; no tool deletes anything (per DocuClipper)
• Reads invoices and receipts with a check that subtotal plus tax equals the total
• Vendor claims: 99.9% field-level accuracy; SOC 2 Type II audited; client files are never used to train third-party AI models

Integrations

• QuickBooks Online
• QuickBooks Desktop
• Xero
• Sage
• NetSuite
• Dynamics 365
• Excel
• Google Sheets
• Google Drive
• Dropbox
• OneDrive
• Box
• Zapier
• Claude
• ChatGPT

Integrations shown in DocuClipper's site navigation; direct push is to QuickBooks Online and Xero, and the API is included on every web plan, counted against its pages.

Pricing

From $29/month (60 pages) billed monthly or $20.30/month billed annually; unlimited users; 14-day free trial, no credit card (from the vendor's public pages, last checked November 13, 2026; confirm with the vendor)

Sources

1. https://www.docuclipper.com/pricing/
2. https://www.docuclipper.com/
3. https://www.docuclipper.com/integrations/mcp/
4. https://www.docuclipper.com/security/
5. https://www.docuclipper.com/about/

Last checked: 2026-11-13