Automate Tedious Data Extraction for Faster, Accurate, and Cost Effective Financial Investigations
Automate data extraction from financial documents, enhance accuracy, and speed up investigations. Discover the power of DocuClipper for forensic and financial investigators.
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TRUSTED BY THOUSANDS OF BUSINESSES ACROSS THE GLOBE
Get More Accurate Data Faster for Your Analysis
Are these challenges familiar to you?
These are typical challenges reported by our financial and forensic investigation customers before using DocuClipper OCR:
- Manually extracting data is time-consuming.
- Risk of human errors during manual data entry is high.
- Difficulty in handling diverse document formats and layouts.
- Lack of automation slows down the investigation process.
- Inconsistent data formatting complicates analysis/reporting.
- Need for accurate data extraction for regulatory compliance.
- Processing large volumes of documents is overwhelming.
- Importing extracted data into systems is challenging.
Why you need specialized OCR solution
These are the top benefits experienced by our financial and forensic investigation customers after using DocuClipper:
- Automates data extraction from financial documents.
- Minimizes risk of errors in data entry.
- Handles multiple document formats seamlessly.
- Speeds up the investigation process with automation.
- Provides consistent data formatting for easy analysis.
- Ensures precise data extraction for compliance needs.
- Efficiently processes large volumes of documents.
- Maintains high security and confidentiality standards.
- Easily integrates extracted data with existing systems.
Automatically Convert Any PDF Bank Statement to Excel, CSV, QBO in Seconds
Cut hours of work with bank statements down to minutes. DocuClipper bank statement converter, with a 99.6% accuracy rate, works with all bank statements. Easily convert all your clients’ bank statements and import the bank transactions into any ERP or accounting software.
Top Features
- Automatic Conversion for Any PDF Bank Statements
- Supports Both Scanned and Digital PDF Versions
- Seamless Integrations
- Bank Statement Reconciliation
- Automatic Multiple Account Detection
Effortlessly Extract Data from Invoices, Receipts, and Bills
DocuClipper’s Invoice OCR and Receipt OCR technology technology extracts data from PDFs instantly, saving you time and eliminating manual entry. Focus on decisions, not data entry.
- Automatic Conversion for Any PDF Invoices & Receipts
- Supports Both Scanned and Digital PDF Versions
- Import to Excel and Your Accounting Software
- Unlimited Line Item Extraction
- Invoice & Receipt Rules Automation
Easily Import Your Extracted Data Anywhere
DocuClipper lets you export extracted data into the exact format you need, ready for seamless integration into your accounting software, ERP, CRM, or spreadsheet. Focus on insights, not data formatting or manual entry.
- Export Data in Custom Formats
- Integrate with Accounting Software
- Connect to Your CRM & ERP
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.
- SOC 2 Certified: Meets high standards for data protection.
- Amazon Servers: Reliable infrastructure ensures uptime and security.
- AES 256-Bit Encryption: Military-grade protection for your data.
Advanced Tools for Financial Investigators You'll Love
Complete File Inventory
Never miss a crucial document again. Our File Inventory feature ensures all necessary statements are present for your analysis, providing a comprehensive overview of your available data.
- Comprehensive Overview: Ensure all necessary statements are present for your analysis.
- Missing Document Detection: Quickly identify if any documents are missing from your analysis.
- Customizable Date Range: Define the start and end date for your analysis, ensuring completeness over the desired period.
Simplified Transaction Categorization
Automatically categorize transactions using keywords, simplifying data analysis and interpretation.
- Keyword-Based Categorization: Utilize keywords to automatically sort transactions into categories.
- Data Simplification: Ease data analysis and interpretation with organized transactions.
- Customizable Categories: Create your own category groups to suit your specific analysis needs.
Intelligent Transfer Detection
Our system identifies transfers between accounts, providing a clear and concise view of financial behaviors.
- Automatic Detection: Our system identifies transfers between accounts automatically.
- Clear Financial Overview: Gain a concise view of financial behaviors through transfer detection.
- Manual Adjustment: Ability to approve or reject identified transfers for improved accuracy.
Visualize the Flow of Funds
Bring your data to life with visuals that clearly illustrate the flow of money across accounts.
- Visual Data Representation: Illustrate the flow of money across accounts with intuitive visuals.
- Income and Expense Overview: See income, expenses, and transfers between accounts clearly.
- Interactive Exploration: Click on elements to dive deeper into specific money flows.
Eliminate Tedious Manual Date Entry from Financial Documents & Save Cost.
Optimize your financial analysis processes with automated data entry and deliver better results for your clients much faster. Easily scale your operation and remove repetitive manual data entry tasks with DocuClipper.
Fraud Detection Automation
Quickly identify fraudulent activities through automated extraction of key data from financial documents.
Audit Trail Accuracy
Create precise and reliable audit trails by accurately extracting data from multiple financial sources.
Expense Verification
Streamline verification of expenses by efficiently processing and organizing receipts and invoices.
Transaction Analysis
Easily analyze transaction histories to identify inconsistencies, irregularities, and potential fraudulent activities.
Compliance Monitoring
Ensure regulatory compliance by extracting detailed and accurate data from various financial documents.
Data Consolidation
Effortlessly consolidate and standardize data from diverse financial documents for comprehensive analysis.
Identify Financial Discrepancy
Detect discrepancies in financial records quickly with automated and precise data extraction.
Investigation Reporting
Generate comprehensive and detailed investigation reports from accurately extracted financial data.
Historical Data Retrieval
Swiftly retrieve and analyze historical financial data for in-depth forensic investigations.
Process Douments at Scale With Our Leading OCR APIs That's Ready for Any Workload
Invoice OCR API
Efficiently extract and digitize 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.
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
Documents Processed
Customers
Accuracy
Avg. Processing Time
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.
DocuClipper saved us a lot of time
DocuClipper has helped us eliminate several manual data entry processes, saving us a lot of time.
Eliminate manual fdata entry with specialized OCR software for financial documents.
Try it for Free
Get a 14-day free trial to convert your financial documents.
Frequently Asked Questions about DocuClipper's OCR Solution for Financial Investigators
DocuClipper is a top-tier OCR tool specifically designed to aid financial investigations. It simplifies data extraction from PDF bank and credit card statements, saving time and improving accuracy.
With DocuClipper, you can automate data extraction from PDF bank statements. Its AI-powered OCR technology and features like Multiple Accounts and Customizable Output provide tailored solutions for financial investigations.
DocuClipper’s Multiple Accounts feature automatically identifies and separates multiple accounts within a single document, providing separate, organized files for each account.
Yes, with DocuClipper’s Customizable Output feature, you can select specific fields and download data in your preferred format, tailoring the output to your investigative needs.
DocuClipper uses advanced AI-powered OCR technology, offering high levels of accuracy in data extraction, making it a reliable tool for financial investigations.
DocuClipper is designed to be user-friendly, making it a great choice for financial investigators looking for an easy-to-use, effective OCR tool.
