Upload a client's PDF bank statement, review extracted transactions in a side-by-side editor, and export a QBO or CSV file ready for QuickBooks or Xero. No typing. No formatting. No rework.
Starter from $29/mo · 500 pages · No card required to try
These are the friction points accountants tell us cost them the most billable hours every month.
Keying in 200 transactions from a PDF statement takes 45–90 minutes. At $100/hr that's $75–$150 of labor per client per month — for work your software should handle automatically.
Chase, Bank of America, Wells Fargo, credit unions — every bank lays out their PDFs differently. A tool that only works with one format is a tool you'll abandon by client three.
Import a bad QBO file and you're reconciling against ghost transactions. Most converters export first, ask questions never. Documentric shows you every transaction before the file is generated.
Six capabilities that cut the time from "client sends PDF" to "imported in QuickBooks."
Chase, Bank of America, Wells Fargo, HSBC, credit unions, and 10,000+ more. You never need to pre-configure a template.
AI-powered OCR reads dates, amounts, descriptions, and running balances with 99% accuracy — including scanned PDFs.
Side-by-side PDF viewer and editable transaction table. Fix any extraction error before the QBO file is generated — not after it's in QuickBooks.
One click to QuickBooks Online, QuickBooks Desktop, Xero, Sage, or any CSV-compatible system. QBO files import cleanly every time.
Documentric flags any discrepancy between extracted balances and calculated running totals before you export — catching OCR drift automatically.
Client financial data is sensitive. All uploaded PDFs and exported files are automatically deleted within 24 hours. Nothing lingers on our servers.
A workflow designed around how accounting practices actually operate.
Client emails you their bank statement — any bank, any format. No special export required from their end.
Upload the PDF to Documentric. AI processes it in under 30 seconds, extracting every transaction with dates, amounts, and descriptions.
Scan the extracted table against the PDF. Edit any field inline. The balance reconciliation check flags any totals that don't match before you proceed.
Download the QBO file and import it into the client's accounting system. Or export CSV for Xero, Sage, or any other platform.
"This tool saved me 10+ hours per week. I used to dread the first week of the month when all the client statements came in. Now I process each one in under two minutes."
Based on a practice processing 125 statements/month at ~4 pages each (500 pages).
Yes. Each upload is a separate statement. You can process statements for multiple clients within the same account, download each export, and keep your workflow organized by client. Client data is never mixed.
Batch processing is available on Professional and Business plans. You can upload multiple PDFs and process them in sequence. For practices handling 100+ statements a month, the Professional plan at $79/mo covers 2,000 pages.
Yes. Each statement export produces a standalone QBO file. You import each file into the corresponding client QuickBooks account separately — exactly the same process as receiving a bank feed. There is no cross-client data in any single export.
At an average of 4 pages per statement, 125 statements equals roughly 500 pages per month — that fits the Starter plan at $29/mo. For longer statements averaging 8 pages, the Professional plan at $79/mo covers 2,000 pages. DocuClipper charges $39 for just 200 pages.
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