Top Rated OCR Software for Financial Documents

OCR Software to Extract Data From Financial Documents

Automatically extract data from bank statements, invoices, receipts, and other financial documents and import it to CSV, Excel, and your accounting software.

TRUSTED BY THOUSANDS OF BUSINESSES ACROSS THE GLOBE

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Extract Data From Your Financial Documents in Seconds

Automatically Convert Any PDF Bank Statement to Excel, CSV, QBO

Our converter has the highest accuracy, supports all bank statements and integrates seamlessly with any ERP or accounting software.

Automatic Conversion for Any PDF Bank Statements Drag and drop your bank or credit card statements into DocuClipper, and it automatically converts them into Excel, CSV, or QBO formats in seconds.
Supports Both Scanned and Digital PDF Versions You can upload both scanned and digitally generated PDF bank statements to DocuClipper, and it will accurately extract the data from either type.
Import to Excel and Your Accounting Software Connect DocuClipper with your preferred accounting software, such as QuickBooks, Xero, and Sage, to directly import the converted bank statements.
Automatic Reconciliation Ensures Accuracy DocuClipper automatically reconciles your bank statements by comparing the transaction totals with the summary information to ensure accurate data extraction.
Automatic Multiple Account Detection Upload a bank statement with multiple accounts, and DocuClipper will automatically detect and separate the transactions for each account.

Accurately Extract Data from PDF Invoices

Automate your invoice processing with DocuClipper’s accurate and fast OCR technology. Extract key data from any invoice and export it to Excel, CSV, or directly into QuickBooks and other accounting software.

Automatic Conversion for Any PDF Invoices Drag and drop your PDF invoices into DocuClipper, and it will automatically convert them into editable formats such as Excel or CSV within seconds.
Supports Both Scanned and Digital PDF Versions DocuClipper accurately processes both scanned and digitally generated PDF invoices, ensuring data extraction from any type of invoice you upload.
Import to Excel and Your Accounting Software DocuClipper integrates with QuickBooks, allowing you to import extracted invoice data directly. You can also export the data into a CSV file for upload into any other software or use the API for further processing.
Unlimited Invoice Line Item Extraction DocuClipper extract detailed data from all line items on your invoices without any limits without any additional charge or addon needed.
Invoice Automation Set customizable rules to automatically categorize and assign invoices to the correct customers, vendors, and accounts in QuickBooks, or export the data into a CSV file for use in other systems.

Easily Extract Data from Receipts & Bills

Simplify expense management with DocuClipper’s automated receipt OCR technology. Extract receipt data accurately, quickly, and affordably, reducing manual data entry by over 80%.

Automatic Conversion for Any PDF Receipts Drag and drop your PDF receipts into DocuClipper, and it will automatically convert them into editable formats such as Excel or CSV within seconds.
Supports Both Scanned and Digital PDF Versions DocuClipper can accurately processes both scanned and digitally generated PDF receipts, ensuring data extraction from any type of receipt you upload.
Import to Excel and Your Accounting Software DocuClipper integrates with QuickBooks, allowing you to import extracted receipt data directly. You can also export the data into a CSV file for upload into any other software or use the API for further processing.
Unlimited Receipt Line Item Extraction DocuClipper extract detailed data from all line items on your receipts without any limits without any additional charges or paid addons.
Receipt Automation Rules Set customizable rules to automatically categorize and assign receipts to the correct customers, vendors, and accounts in QuickBooks, or export the data into a CSV file for use in other systems.

Accurately Extract Data from Various Financial Documents

DocuClipper also extracts data from other financial documents such as tax forms, P&L and cash flow statements, balance sheets, and more, allowing you to automate data extraction and streamline your workflow.

Top Features:

Automatic Conversions Easily convert any PDF document into a spreadsheet without any configuration needed.
Create a Custom Template Create custom templates to precisely control what data gets extracted..
Supports Both Scanned and Digital PDF Versions DocuClipper can handle both scanned images of physical documents and digitally generated PDFs.
Import to Excel or CSV Easily export extracted data into Excel or CSV formats for easy analysis and integration.

Easily Import Your Extracted Data Anywhere

Import your extracted data into a spreadsheet or connect DocuClipper with your accounting software for seamless data integration.

We Ensure Your Data Is Safe

DocuClipper delivers top-tier security, featuring SOC 2 compliance, Amazon’s robust servers, and AES 256-Bit SSL encryption, ensuring your data remains protected.

What Makes DocuClipper's OCR Software the Leader in Data Extraction

Highest Accuracy

Convert financial documents with 99% precision.

Instant Conversions

Convert all your financial documents in seconds for faster workflow.

Fully Automatic

Drag-and-drop for fully automated, easy-to-use document conversions.

Expert Support

Benefit from excellent customer service that ensures seamless operation.

Secure

Top-rated for secure data handling and privacy protection.

Specialized OCR

Designed specifically for financial documents, offering superior accuracy over generic OCR tools.

Process Documents at Scale
With Our Leading OCR APIs

Invoice OCR API

Efficiently extract data from invoices with high precision. Our Invoice OCR reduces manual data entry and accelerates accounts payable processes.

Receipt OCR API

Automatically capture and categorize receipt information. Ideal for expense management, our Receipt OCR helps businesses track spending accurately and easily.

Bank Statement OCR API

Simplify bank statement reconciliation with our accurate OCR technology. Quickly convert printed or digital statements into actionable data, enhancing financial analysis.

Brokerage OCR API

Effortlessly process and analyze brokerage statements. Our Brokerage Statement OCR provides precise data extraction for better investment decision-making support.

See Why Finance Professionals Love DocuClipper

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DocuClipper Cleanly Extracted the Data

It is an intelligent product that eliminates ugly Adobe "Save as" output woes. It was easy to use and offered a number of surprisingly well-thought-out features.

Charles J. Small Business Owner

DocuClipper saved us a lot of time

DocuClipper has helped us eliminate several manual data entry processes, saving us a lot of time.

Read Customer Story

Kristin M. Staff Accountant, Sikich

Excellent customer support and great software

My team has reported back to me that you have been supporting them really well and that they are really happy with the software.

Sally-Ann T. Head of Accounting & Tax, Hawksford

DocuClipper simplifies importing bank statements

Importing the bank statement from any bank and receiving an excel file in seconds.

Stacey G. CEO

It works Amazingly

I HIGHLY recommend using this service. I tried different solutions. It was the only one that really worked.

Amin S. Co-Founder

Saves a lot of time

Easy-to-use, offers custom bank templates, continuous improvement, helpful support, self-checking reconciliation, and fair pricing.

Nikolay A. Accountant

Essential for bookkeping business

Efficiently converts PDF bank statements into CSV files for convenient financial management.

Justin B. Small Business Owner

Very easy to use and very reliable

It is extremely easy to drag and drop the statement into DocuClipper; conversion is very fast. Captured ALL data vs competitor.

Jeanette A. Manager

Great value service

I HIGHLY recommend using this service. It has saved me days of work over the last few months and is reasonably priced.

Daniel P. Associate Accountancy

Super useful tool for batch data entry

The batch data extraction feature is great to process a bunch of forms and get the data automatically on Google Sheets for you to use.

Joan G Engineer

Huge time saver for dealing with PDF data

Quickly extracts transaction data from PDFs, supports international banks, and offers a reconciliation feature for fact-checking.

Bryce Y Consultant

Conquering Challenging Absa Bank Statement Conversion

Successfully converts difficult Absa bank statement PDFs, outperforming other conversion software options.

Frans M. Senior Consultant

DocuClipper is a lifesaver

Saves time during tax season, quickly converting bank statements to usable format, reduces human error, and offers flexible pricing.

Julia J. Accountant

Easy to use

User-friendly interface, easily converts bank statements for accounting software imports, and delivers satisfying results.

Wayne M. Small Business Owner

Best for bank statement conversions

DocuClipper offers a user-friendly interface and requires no additional editing for seamless conversions.

Amelia V.

Bank statements convered in seconds

Better than the competition. Definitely better. So easy to use. Would like to promote Docuclipper on my business social media.

Cherine M. Business Accountant

DocuClipper Supports Various Finance Software Formats

Provides multiple download format options, compatible with popular finance management software and services.

Braxton B. Finance

Smartest software out there

Amazing software. We do a lot of pdf to excel conversions as an accounting firm, and Docuclipper is the most accurate and intelligent of any other service we have tried.

Ankur V. Accountant

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Eliminate manual data extraction with a specialized OCR software for financial documents.

Try it for Free

Get a 14-day free trial to convert your financial documents.

Easily send PDFs via email to process bank statements, invoices, and receipts directly to DocuClipper's inbox without manual uploads.