I tested different OCR tools for invoices. DocuClipper was the easiest and most accurate.
It turns PDFs, scans, or digital invoices into clean data in seconds. You can send that data straight to QuickBooks or Excel.
It also has automation. You can match invoices to purchase orders, check transactions, and more.
Here’s how it works.
My Experience
I got a paper invoice and snapped a picture of it. Now I want to scan it into my accounting software without typing everything by hand.
This invoice is fake, but the paper and the photo are real. I’m using it to show how the OCR works.
To scan this invoice, go to DocuClipper. You can try it for free.
Drop an invoice into this view.
It only works with PDF files.
A few seconds later, the data shows up in neat columns.
Looks correct to me.
It also pulled some extra fields from the invoice:
It’s mostly correct, but there are a few small errors you can fix.
For example, it shows “Clara ThompsonBlueTech Ventures 77.” It should be the name, then the company, then the address.
Still, pretty impressive given how bad the image quality is.
Some parts are hard to read even for me.
If something is missing, you can add a new line and fill it in.
If there’s extra info or bad formatting, just delete that line.
After fixing the fields, you can export the invoice to Excel or QuickBooks for bookkeeping.
Before exporting, you can also customize the file.
For example, change the date format with a dropdown instead of editing it by hand.
That’s all you need for basic use.
Now let’s look at some advanced options.
After running OCR on the invoice, you’ll see a column on the right side of the viewer:
These options give you more control and automation.
- Approvals help keep spending in check.
- Automation saves time.
- Matching makes sure invoices line up with bank records and purchase orders.
Let me show you.
1. Approvals
With this feature, you can set rules so some invoices need approval first. For example, invoices over a set amount go to a manager.
This keeps spending under control and adds a check before payment.
Here’s the view. Just add a name, description, conditions, and approvers.
2. Automation Rules
This feature lets you set custom rules for handling invoices automatically.
For example, you can auto-categorize invoices from a vendor or set default tax codes.
This cuts down on manual work and errors.
Here’s how it looks. Just set the conditions and choose what to include or exclude.
You can add more conditions by clicking Add another condition.
You can also set categories for them and add as many as you need.
3. Bank Transaction Matching
This feature matches invoice data with bank transactions.
It confirms the invoice was paid and matches your books, which cuts reconciliation issues.
Here’s how it looks with sample invoices:
4. Purchase Order Matching
This checks the invoice against a purchase order.
If the amount, items, and vendor match, it gets approved faster. If not, it flags a mismatch.
Here’s a sample:
Pretty handy, right?
This tool turns invoice images into digital data without typing everything by hand.
It also cuts down on errors.
But that’s not all. Sure, you could OCR an invoice with ChatGPT too.
The difference is this is a full invoice management platform. You can set rules and conditions to automate the boring parts.
Pricing
Here’s the pricing of DocuClipper AI.
Here’s what you get for the price:
Starter ($27/mo) — 120 pages/month. Good for freelancers and small businesses.
Growth ($52/mo) — 280 pages/month. Includes categorization and 1-year retention.
Pro ($111/mo) — 640 pages/month. Adds reporting, API, team tools, and premium support.
Enterprise (Custom) — Custom pages and features. Built for large firms with heavy needs.
Pros
Let’s go over the pros and cons.
This is based on my own testing and what others said in reviews.
- Works with any invoice format, no setup or training needed
- Very accurate at pulling data
- Fast, can handle big batches in seconds
- Connects with QuickBooks, Excel, and more
- Secure and reliable
- Easy to use with good support
Cons
- No deep analytics, it only extracts data
- Pricing depends on how many pages you process
- Sometimes splits invoices into separate files if they have multiple accounts
Core Features
Before I cap it off, here’s a quick rundown of the main features of this platform:
- High accuracy (97.5%+) — pulls key invoice data reliably
- Fast — processes invoices in ~30 seconds, handles big batches
- No setup — works out of the box, no template training
- Flexible export — Excel, QuickBooks, CSV, or other tools
- Handles any format — scanned PDFs, digital invoices, multi-page docs
- Smart automation — rules for categorization, approvals, vendor handling
- Enterprise security — SOC 2 compliant, AES 256-bit encryption, AWS hosting
- Scales easily — process 10x more invoices without extra staff
Handy, right? I also like that you can test it free on their site before paying.
To Take Home
DocuClipper makes invoices simple.
Drop in a PDF, it pulls the data, and you can fix anything before exporting.
It’s fast, accurate, and works right away.
You also get extras like approvals and matching if you need more control. But even the basics save a ton of time compared to typing by hand.
Thanks for reading! 🙂
