Drag and drop any bank statement PDF — digital or scanned. Supports all banks worldwide, up to 50 MB.
Every extracted transaction appears in an editable table. Fix any errors inline before export.
Download QBO for QuickBooks, CSV for Excel/Xero/Sage, or a formatted Excel workbook.
No bank-specific profiles to configure. If you can download a PDF, Documentric can convert it.
Works with Chase, Bank of America, Wells Fargo, HSBC, Barclays, and any bank worldwide — no setup needed.
AI-powered OCR handles digital PDFs and scanned statements with industry-leading accuracy.
Review and edit every transaction before export. No surprises after import into QuickBooks.
Auto-verifies that extracted transactions match the opening and closing balance on every statement.
One tool for all formats. Import directly into QuickBooks, Xero, Sage, Excel, or Google Sheets.
Client financial data is sensitive. All uploaded files are automatically deleted within 24 hours.
Documentric works with PDF statements from any bank worldwide — including Chase, Bank of America, Wells Fargo, Citibank, Barclays, HSBC, and thousands more. No bank-specific configuration is needed.
Yes. Documentric uses AI-powered OCR that handles both digital text-layer PDFs and scanned or image-based statements. It even processes low-quality scans.
Documentric exports to QBO (QuickBooks Online and Desktop), CSV (compatible with Xero, Sage, Excel, and Google Sheets), and formatted Excel (.xlsx) workbooks.
Yes. You get 50 free pages with no account required. Paid plans start at $29/mo for 500 pages with a 14-day free trial.
Documentric achieves 99% accuracy on well-formatted PDFs. The inline review step lets you catch and correct any edge-case errors before export.
All files are encrypted in transit (TLS) and at rest (AES-256). Files are automatically deleted within 24 hours of upload. Your data is never shared or sold.