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 50 pages free, no account or credit card required, and review every extracted transaction before you export.

50 free pages · 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, with a free tier of 50 pages and paid plans from $15 per month for 500 pages. It is also 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 50 free pages with no account or credit card required. 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. 50 free pages to test with your own documents. See the inline review for yourself.

Free tier: 50 pages · Starter from $15/mo · No card required