Customer reviews

Documentric is a new product. We are gathering verified reviews from the accountants, bookkeepers, and finance professionals who use it. Real customer reviews will appear here soon.

See the quality for yourself

The best way to judge Documentric is to run one of your own bank statements through it. Convert a statement free, no account or credit card required, and review every extracted transaction before you export.

1 free conversion every 24h · No account · No credit card

Built for professionals in

CPAsBookkeepersMortgage BrokersTax PreparersFamily Law AttorneysBusiness OwnersForensic Accountants

Frequently asked questions

What do people use Documentric for?

Documentric converts client PDF bank statements into QBO files for QuickBooks import or CSV files for reconciliation. The inline review step, where every extracted transaction is shown before export, lets you check accuracy before the data reaches your accounting software.

How does Documentric compare to DocuClipper?

Documentric is more affordable than DocuClipper. Starter is $19 per month for 300 pages, against DocuClipper's $39 per month for 200 pages — half the price for 50% more pages. There is also a free tier: one conversion every 24 hours without an account, or 10 pages a month when you sign in. Documentric is AI-powered rather than template-based, so it adapts to any bank PDF layout. See the full comparison at documentric.com/vs/docuclipper.

Is there a free option before I commit?

Yes. Documentric gives you one free conversion every 24 hours with no account or credit card required, and 10 free pages a month once you sign in. Upload a real client statement and see the extraction quality and review interface before deciding on a paid plan.

Try Documentric on your own statements

Upload a PDF bank statement, no account, no credit card. A free conversion every 24 hours to test with your own documents. See the inline review for yourself.

Free tier: 1 conversion / 24h · Starter from $19/mo · No card required