A DocuClipper alternative for when you need the answer, not the spreadsheet

The problem

Converting a statement is step one. The real question is "did every payout arrive?" or "did I pay anyone twice?", and after converting, you still answer it by hand in Excel.

What DocuClipper does well

DocuClipper is a dedicated converter. It turns bank and credit card statements, invoices and receipts into Excel, CSV, QBO and other accounting formats, with direct QuickBooks and Xero integrations and an API. It checks each statement's running balance and totals, lets you fix rows in a review screen before you export, and takes a quarter or a year of statements in one batch. Its higher plans add cash-flow analysis.

Where SandQuery is different

Converter (e.g. DocuClipper)SandQuery
OutputRows in Excel, CSV, QBO and other formatsRows plus reports that answer questions
Stripe dataNot supportedConnect Stripe or upload CSV; payouts matched to bank deposits
Several monthsBatch upload; Excel and CSV output can be combinedStatements kept together as one set, read as one table
Checking rowsBalance and totals checks; you fix rows before exportRows a check can't confirm go to you to review
Getting data outExcel, CSV, QBO and moreCSV for Excel, Google Sheets and your accounting software

FAQ

Can I get my data into QuickBooks or Xero?

Statement rows and report results download as CSV, which you can bring into QuickBooks or Xero.

Want a direct export to QuickBooks or Xero?
Can I use both?

Yes. SandQuery reads the CSV files a converter produces, as well as PDFs.

Next step

Join the waitlist ยท Bank statement PDF to Excel