How to Upload & Categorize Transactions from PDF Statements in Minutes

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Join Michael Kilner, founder of Agent CFO, as he demonstrates the incredible efficiency and time-saving capabilities of DocuClipper, a cloud-based service that converts PDF bank and credit card statements into Excel or QBO files, enabling you to reconcile and categorize your bank transactions in minutes.
Perfect for accountants and bookkeepers, DocuClipper simplifies multi-year cleanups and monthly reconciliations with just a few clicks.
In this video, Michael explains how DocuClipper has revolutionized his workflow, significantly reducing the time required to prepare financial statements for his clients. Watch the step-by-step process as he converts a sample bank statement and uploads it to QuickBooks, showcasing the accuracy and speed of DocuClipper.
Key Topics Covered:
- Introduction by Michael Kilner (Founder of Agent CFO)
- Overview of DocuClipper's Features
- Detailed Demo: Converting PDF Bank Statements
- Benefits for Accountants and Bookkeepers
- Downloading and Uploading Data to QuickBooks
- Additional Tools and Features of DocuClipper
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Learn more about Agent CFO: www.agentcfo.co
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