Document workflow automation · Zero manual work
4.7/5(111+ reviews)Trusted by 10,000+ finance teams
Automate Your Entire Document Processing Pipeline
Connect Google Drive, email, or your API to DocuClipper, documents are ingested, extracted, and sent to QuickBooks, Xero, or Excel automatically, without anyone touching a file.
4.7/5(111+ reviews)Trusted by 10,000+ finance teams14-day free trialNo credit card required
Connected sources
Google Drive
–Queued
Gmail
–Queued
REST API
–Queued
Overall progress0%
0 of 3 complete
Ingest from the cloud or your stack → extract → route and validate → deliver anywhere
80%
Reduction in manual document handling
10K+
Businesses automating with DocuClipper
5s
Average processing time per document
How it works
One pipeline from sources you already use to the tools where work gets finished, extract, validate, and route in one place.
Google Drive · Email · API
Connect where files already live
DocuClipper
OCR extraction + validation
QuickBooks · Excel · Webhooks
Deliver to accounting, spreadsheets, or your stack
Connect your sources
Start from cloud folders, inboxes, or your own applications.
Process with DocuClipper
Specialized financial OCR plus controls for accuracy and consistency.
Send data anywhere
Export to spreadsheets, accounting platforms, or custom systems, this layer replaces a patchwork of one-off automation pages.
Excel
Export clean spreadsheets for analysis and handoff.
Learn moreQuickBooks & Xero
Push bank data and documents into QuickBooks, Xero, and more.
Learn moreGoogle Sheets
Keep live workpapers and shared models up to date.
Learn moreJSON & webhooks
Deliver payloads to your apps and automation tools.
Learn moreExample workflows
Common paths teams automate first, each links to the integrations and solutions behind it.
Drop statements in Drive; DocuClipper extracts and formats them for QuickBooks import.
Receive PDFs by email, parse them, and land structured data in Excel or CSV.
Trigger jobs from your stack and consume normalized JSON from the API.
Monitor a Dropbox folder and push reconciled transactions toward Xero-ready exports.
Batch statements from a shared drive into structured Excel workbooks for review.
What Customers Say
Real reviews from accountants, bookkeepers, and finance teams.
“DocuClipper has helped us eliminate several manual data entry processes, saving us a lot of time.”
KR
Kristin Mitchell
Accounting, United States
“It's a complete game-changer. Instead of spending hours combing through statements, we get the data we need almost instantly.”
MA
Matt
Lending, United Kingdom
“DocuClipper allowed us to enhance our advisory services, directly impacting our bottom line.”
SA
Sarah Winship
Accounting, United Kingdom
Automate your document workflows end to end. Start your free 14-day trial.
Start free trialFrequently Asked Questions
No. Connect your source (Google Drive, email, or API) and DocuClipper handles extraction and routing automatically. No templates, per-bank setup, or vendor configuration required. Most teams are running their first automated workflow within an hour.
Bank statements, invoices, receipts, checks, tax forms (W-2, 1099), and brokerage statements. All formats, PDFs, scanned images, and exported files, are supported. Custom document types are available using AI Templates.
Yes. You can set rules so bank statements go to QuickBooks, invoices to Xero, and raw extracted data to a webhook, all in one pipeline without manual routing. Different clients or departments can route to separate destinations in the same workflow.
Yes. DocuClipper provides a full REST API and webhook support so you can trigger jobs programmatically, receive structured JSON output, and integrate with any internal system or automation tool including Zapier and Make.
Failed documents are flagged in the activity log with an error reason so you can review and reprocess without disrupting the rest of the pipeline. Webhook notifications can alert your system immediately when a document fails so no submission gets silently dropped.
Yes. DocuClipper supports team accounts where multiple users can view jobs, review extractions, and manage pipeline configurations. Role-based access lets you control who can edit automation rules versus who can only view results.