# DocuClipper — Converts PDF bank, card and brokerage statements, invoices and receipts into QuickBooks, Xero, Excel or CSV. > Source: Tick Mark Books — https://tickmarkbooks.com/docuclipper (structured, researched, re-verified) DocuClipper is a financial document extraction tool that turns PDF bank, credit card and brokerage statements, invoices, receipts, checks and tax forms into structured rows. Each statement period is totaled against its printed opening and closing balances before export. **Best for:** Accounting and bookkeeping firms retyping client bank statements at month-end | Fact | Value | | --- | --- | | Website | https://www.docuclipper.com/ | | Category | Month-end close and reconciliation, Bookkeepers and accounting firms, Freelancers and the self-employed, Works with QuickBooks Online, Works with Xero | | Open source | No | | Price | $29 a month | | Price checked | 28 October 2026 | Screenshot of DocuClipper: https://tickmarkbooks.com/img/1920/screenshots/docuclipper.webp, captured 28 October 2026 **What we checked** - Pages last read: 28 October 2026 - Price on its site: From $29 a month (From its pricing page) ## What it costs A month of books at 100 transactions: Does not apply No plan keeps a full set of books ## DocuClipper price and plans Prices excluding tax, as DocuClipper publishes them. | Plan | Price | What's included | | --- | --- | --- | | Starter (60 pages) | $29 a month | Keeps no full set of books; Flat fee | | Starter (120 pages) | $39 a month | Keeps no full set of books; Flat fee | | Starter (300 pages) | $79 a month | Keeps no full set of books; Flat fee | | Business (640 pages) | $159 a month | Keeps no full set of books; Flat fee | | Business (1,000 pages) | $219 a month | Keeps no full set of books; Flat fee | | Business (1,500 pages) | $299 a month | Keeps no full set of books; Flat fee | | Enterprise (1,800 pages) | $399 a month | Keeps no full set of books; Flat fee | **What needs a higher plan** - Business: Your own bookkeeper Pricing page as we captured it: https://tickmarkbooks.com/img/1920/screenshots/docuclipper/pricing.webp, captured 28 October 2026 Read on https://www.docuclipper.com/pricing/, 28 October 2026. ## What we checked on DocuClipper ### What it costs to keep your books **Cost for a solo freelancer** · Partly — A freelancer pays $29 a month on the cheapest plan, Starter at 60 pages, which the vendor itself calls ideal for freelancers; that buys page processing and unlimited users, but it reads uploaded statements and receipts rather than connecting to a bank, and the vendor's own front page says there is no bank to connect. > Ideal for freelancers & small businesses with moderate processing needs. > — https://www.docuclipper.com/pricing/ · Plan cards, Starter card subtitle and price cell at the 60-pages level, billing control set to Monthly, checked 28 October 2026 **Promotion and regular price** · Partly — yearly shown monthly: the billing control above the plan cards opens on Annually and shows Starter as $20.30 a month, while clicking Monthly shows the month-to-month rate of $29; the vendor names no time-limited promotion and no price that changes after a first period. > Annually (30% off) > — https://www.docuclipper.com/pricing/ · Billing control above the plan cards, Annually button, highlighted as the active state when the page loads, checked 28 October 2026 **Ledger included** · No — It is not an accounting ledger at all: it extracts documents and exports or pushes them into QuickBooks Online or Xero, whose subscription you pay separately. > DocuClipper is a bank statement converter and financial data extraction software. It extracts structured data from bank and credit card statements, invoices, receipts, checks and tax forms, and exports it to Excel, CSV, QuickBooks or Xero > — https://www.docuclipper.com/ · Homepage FAQ, 'What is DocuClipper?', checked 27 October 2026 **What the price is based on** · Yes — Billing is a flat monthly fee per account with a page allowance; one successfully processed PDF page counts as one page, and users are unlimited. > One page of any PDF you successfully process counts as one page. A 12-page bank statement uses 12 pages; a single-page invoice uses 1. We only count pages that are successfully extracted > — https://www.docuclipper.com/pricing/ · Pricing FAQ, 'What counts as a page?', checked 27 October 2026 **Users included** · Yes — Every plan includes unlimited users at no extra cost, with the page allowance pooled across the whole account rather than per seat. > Every plan includes unlimited users at no extra cost, so you can add your whole team without per-seat fees. Pages are pooled across the account. > — https://www.docuclipper.com/pricing/ · Pricing FAQ, 'Do you offer team or accounting firm pricing?', checked 27 October 2026 **Past your plan’s limits** · Partly — The vendor states unused pages do not roll over on monthly billing, but publishes no overage rate or stated behavior once the allowance runs out. > Pages included in the monthly plan do not carry forward to the next month. This means that any unused pages at the end of your billing cycle will not be available in the next cycle. > — https://www.docuclipper.com/pricing/ · Pricing FAQ, 'If I do not use all my pages, will they carry to the next month?', checked 27 October 2026 **Setup or onboarding fee** · No — The vendor states plainly that there are no setup fees and no contractual obligations of any kind on any plan. > No, there are no contractual obligations or extra fees of any kind. > — https://www.docuclipper.com/pricing/ · Pricing FAQ, 'Are there any contracts or setup fees?', checked 27 October 2026 ### What the AI does with your books **What the AI does** · Yes — AI categorizes extracted transactions, identifies merchants and transfers, and AI templates pull custom fields from any document by natural-language prompt. > DocuClipper automatically analyzes and categorizes transactions from bank statements (PDF or scanned), credit card statements, and CSV or Excel files. > — https://www.docuclipper.com/solutions/transaction-categorization-software/ · Section 'AI-Powered Transaction Categorization', checked 27 October 2026 **What the AI costs** · Yes — included - automatic transaction categorization is listed as a feature of the cheapest Starter plan, with no credit pack or AI add-on sold separately. > Automatic transaction categorization > — https://www.docuclipper.com/pricing/ · Pricing page, Starter plan feature list, checked 27 October 2026 **Categorizes transactions** · Yes — It categorizes bank and card transactions without rules and says it learns from your corrections; custom keyword and merchant overrides are also available. > Learns from your corrections over time > — https://www.docuclipper.com/solutions/transaction-categorization-software/ · Section 'AI-Powered Transaction Categorization', bullet list, checked 27 October 2026 **Reconciles your accounts** · Partly — It checks each extracted statement period against the statement's own printed opening and closing balances, but does not reconcile a ledger's books to the bank. > Each period is totaled against the statement's printed opening and closing balances. Periods that do not tie out are flagged before you export. > — https://www.docuclipper.com/ · Homepage, 'Step 4 Verify', checked 27 October 2026 ### Who checks the AI’s work **People check the books** · No — Checking the output is the buyer's job: the product flags periods that fail the balance check and expects your team to review them before export. > Your team reviews only the periods that don't tie out. > — https://www.docuclipper.com/ · Homepage, step 2 'See which statements match the bank', checked 27 October 2026 **Your own bookkeeper** · Partly — No bookkeeper is provided, but the Business plan includes a dedicated account manager with phone and premium support for service questions. > Phone + premium support with dedicated account manager > — https://www.docuclipper.com/pricing/ · Pricing page, Business plan feature list, checked 27 October 2026 **Your accountant can sign in** · Yes — Unlimited free users on every plan means an outside accountant or bookkeeper can be added without any extra seat charge. > Absolutely, you can add as many users as you want for free. Users share the pages included in the plan. > — https://www.docuclipper.com/pricing/ · Pricing FAQ, 'Can we try DocuClipper with multiple users?', checked 27 October 2026 **Accuracy the vendor claims** · Yes — It claims 99.9% field-level accuracy and backs it with published production figures on how many statement periods tied out to printed balances. > DocuClipper delivers 99.9% field-level accuracy. … In the 30 days to October 15, 2026, 94.6% of 118,000+ digital statement periods tied out. > — https://www.docuclipper.com/ · Homepage FAQ, 'How accurate is DocuClipper at extracting financial data?', checked 27 October 2026 ### Where your books live and what it connects to **QuickBooks Online** · Yes — Direct integrations with QuickBooks Online and Xero are on every plan, plus QuickBooks Desktop files > Every plan includes direct integrations with QuickBooks Online and Xero, QuickBooks Desktop files (QBO, IIF), and exports to Excel, CSV, OFX, QFX, and QIF. > — https://www.docuclipper.com/pricing/ · Pricing FAQ, 'What integrations are included in every plan?', checked 27 October 2026 **Xero** · Yes — Direct integrations with QuickBooks Online and Xero are on every plan, plus QuickBooks Desktop files > Every plan includes direct integrations with QuickBooks Online and Xero, QuickBooks Desktop files (QBO, IIF), and exports to Excel, CSV, OFX, QFX, and QIF. > — https://www.docuclipper.com/pricing/ · Pricing FAQ, 'What integrations are included in every plan?', checked 27 October 2026 **QuickBooks Desktop** · Yes — Direct integrations with QuickBooks Online and Xero are on every plan, plus QuickBooks Desktop files > Every plan includes direct integrations with QuickBooks Online and Xero, QuickBooks Desktop files (QBO, IIF), and exports to Excel, CSV, OFX, QFX, and QIF. > — https://www.docuclipper.com/pricing/ · Pricing FAQ, 'What integrations are included in every plan?', checked 27 October 2026 **NetSuite** · Yes — NetSuite has its own integration page but no plan detail. > Every plan includes direct integrations with QuickBooks Online and Xero, QuickBooks Desktop files (QBO, IIF), and exports to Excel, CSV, OFX, QFX, and QIF. > — https://www.docuclipper.com/pricing/ · Pricing FAQ, 'What integrations are included in every plan?', checked 27 October 2026 **Bank and card feeds** · No — There is no bank connection at all: you supply PDF statements by upload, email, cloud folder or API and it reads them. > No templates to build, no bank to connect, no rows to retype. > — https://www.docuclipper.com/ · Homepage, 'Convert a bank statement in three steps', checked 27 October 2026 **Moves you off QuickBooks Desktop** · Partly — It does not import QuickBooks Desktop history, but it produces QBO and IIF files that load statement and invoice data into QuickBooks Desktop at no extra cost. > Output formats include Excel (XLSX), CSV, QBO, IIF, OFX, QFX, and QIF for QuickBooks Desktop, QuickBooks Online, and Xero. > — https://www.docuclipper.com/pricing/ · Pricing FAQ, 'What banks and document formats are supported?', checked 27 October 2026 **Getting your books out** · Yes — Everything extracted can be downloaded as Excel, CSV or accounting-import files, and you can delete your data from the account at any time. > Your data belongs to you. We do not sell or share it, and you can delete your data at any time from your account. > — https://www.docuclipper.com/security/ · Security controls, 'Data privacy and ownership', checked 27 October 2026 ### Taxes **Files 1099s** · Partly — It reads 1099 forms box by box, including consolidated broker 1099s, but does not prepare or file 1099s for contractors you pay. > 1099-NEC, MISC, INT, DIV and R: one row per form, one column per IRS box, in box order > — https://www.docuclipper.com/solutions/tax-form-data-extraction/ · Section 'Stand-alone 1099s, box by box', checked 27 October 2026 ### Your data and its security **SOC 2 report** · Yes — It is SOC 2 Type II certified with an audit the vendor says had zero exceptions, and reports are available on request for procurement review. > Our controls are independently audited for security, availability, and confidentiality. Our audit was completed with zero exceptions. > — https://www.docuclipper.com/security/ · Security controls, 'SOC 2 Certified', checked 27 October 2026 **Your data trains AI** · No — The vendor states documents are not used to train third-party models and that statement extraction is deterministic and rules-based rather than generative. > Your documents are not used to train third-party models. > — https://www.docuclipper.com/security/ · Security controls, 'Deterministic extraction, not used for training', checked 27 October 2026 ### Who it is built for **Several businesses** · Yes — One account handles many clients' files at once with pooled pages and consistent categories, which is the firm workflow the vendor sells. > Upload thousands of documents at once. Month-end close doesn't stall when your team is processing hundreds of client files. > — https://www.docuclipper.com/industries/accounting/ · Section 'Batch Process at Scale', checked 27 October 2026 **Australia** · Yes — Sold to US businesses and beyond: it reads all major US banks plus Canadian, UK, Australian and South African institutions, and prices in USD, CAD, GBP, AUD and ZAR. > DocuClipper supports any bank, credit card, or brokerage statement format out of the box, including all major US banks, plus Canadian, UK, Australian, and South African institutions. > — https://www.docuclipper.com/pricing/ · Pricing FAQ, 'What banks and document formats are supported?', checked 27 October 2026 ### Trying it, starting and getting help **Free trial or free plan** · Partly — A 14-day trial with no credit card lets you process up to 120 pages of your own statements, but exporting or syncing requires upgrading. > Sign up free, no credit card required. During the 14-day trial, DocuClipper processes up to 120 pages and shows you every extracted transaction so you can verify the accuracy yourself. When you're ready to export > — https://www.docuclipper.com/pricing/ · Pricing FAQ, 'How does the DocuClipper free trial work?', checked 27 October 2026 **Sign up without a sales call** · Yes — You sign up, trial and subscribe online without a sales call; only custom Enterprise volume requires contacting the vendor. > Sign up free, no credit card required. … When you're ready to export or sync to QuickBooks/Xero, upgrading takes 30 seconds. > — https://www.docuclipper.com/pricing/ · Pricing FAQ, 'How does the DocuClipper free trial work?', checked 27 October 2026 **Contract and cancelling** · Yes — Month to month with no contract, cancellable from the account at any time; annual billing is optional and discounted. > No, we do not enforce any contracts for long-term commitments or other contract obligations whatsoever. And there are no hidden charges or fees. > — https://www.docuclipper.com/pricing/ · Pricing FAQ, 'Are there any hidden fees or contract obligations?', checked 27 October 2026 **Support** · Partly — Email and chat support on every plan, with phone and a dedicated account manager only from Business up; no published hours. > Email & chat support > — https://www.docuclipper.com/pricing/ · Pricing page, Starter plan feature list, checked 27 October 2026 ## DocuClipper alternatives - [Zoho Books](https://tickmarkbooks.com/zoho-books) · Free plan, then $20 a month: Cloud accounting ledger with Zia AI, bank feeds, sales tax and 1099 e-filing, from $20 a month. - [FreeAgent](https://tickmarkbooks.com/freeagent) · From £10 a month (about $13): UK cloud accounting with HMRC filing, bank feeds and AI receipt capture, priced per business type. - [Puzzle](https://tickmarkbooks.com/puzzle) · No list price: AI-native accounting software with optional bookkeeper services for startups and small businesses. - [Stampli](https://tickmarkbooks.com/stampli) · Price on request: Procure-to-pay workspace for invoices, vendors, payments and card spend, with AI coding and routing. - [Pilot](https://tickmarkbooks.com/pilot) · No list price: A bookkeeping and tax service for startups that pairs software-driven dashboards with human financial advisors. - [Booke AI](https://tickmarkbooks.com/booke-ai) · No list price: An AI bookkeeper that works inside QuickBooks Online and Xero to categorize transactions and match documents. - [SimpleAI](https://tickmarkbooks.com/simpleai) · From $79 a month: AI agents that extract, classify and reconcile accounting documents, then publish them into Xero or QuickBooks. - [Expensify](https://tickmarkbooks.com/expensify) · Free plan, then $5 a seat a month: Receipt scanning, company cards, bill pay and reimbursements that feed QuickBooks, Xero or NetSuite. - [Zoho Expense](https://tickmarkbooks.com/zoho-expense) · Free plan, then $4 a seat a month: Travel, expense and corporate card management with Zia AI receipt capture, from $4 per user a month. 5 of the 9 publish a price. [All 9 alternatives](https://tickmarkbooks.com/docuclipper/alternatives/) ## Sources and changes Last changed 28 October 2026 **Sources on docuclipper.com** (7) - https://www.docuclipper.com/pricing/, read 28 October 2026 - https://www.docuclipper.com/, read 27 October 2026 - https://www.docuclipper.com/solutions/receipt-scanning-software/, read 27 October 2026 - https://www.docuclipper.com/security/, read 27 October 2026 - https://www.docuclipper.com/solutions/tax-form-data-extraction/, read 27 October 2026 - https://www.docuclipper.com/solutions/transaction-categorization-software/, read 27 October 2026 - https://www.docuclipper.com/industries/accounting/, read 27 October 2026 ## Is this yours? Claim DocuClipper: https://tickmarkbooks.com/claim/docuclipper Report an error if a fact is wrong: hello@tickmarkbooks.com, subject "Report an error: DocuClipper (docuclipper)".