Struggling with manual bank statement conversions & bookkeeping cleanups? Watch our webinar to see how Michael Kilner from Agent CFO saves hours using DocuClipper.
US Bank provides up to 18 months of transaction history, but for longer tracking needs, you’re often left with
Citibank allows access to up to 180 days of banking activity in spreadsheet format, but for clients with more
Wells Fargo bank statements offer transactions for only up to 90 days, leaving professionals to rely on a PDF
When you have a client that has an account with Bank of America, it will be easy to handle
Handling financial audits for clients becomes a hassle when bank statements aren’t available in CSV format for Xero. Instead
If you need to know how to convert Bank Statements to Excel, CSV, or QBO then there is a
If you have clients with an HDFC account and they can’t give you a CSV copy of their bank
If your client primarily uses Chime, you’ve likely encountered the frustration of not being able to download CSV bank
When working with Kotak Bank, retrieving a complete bank statement can be a hassle. The eStatement feature only provides
Chase Bank allows users to download bank statements in CSV format. However, if you’re working with a client who
4.8
Leading OCR Software for Financial Documents
DocuClipper is trusted by over 10,000 professionals for accurate and quick data extraction from financial documents such as bank statements, invoices, receipts, purchase orders, and tax forms.
Features
Solutions
Let's Get You Started!
© 2024, DocuClipper is owned by Grand Plans LLC, All Rights Reserved.
