DocsLoop

DocsLoop is a Data & Analytics tool that converts PDF documents to Excel spreadsheets. It instantly extracts data from invoices, bank statements, and receipts, eliminating manual data entry and errors.

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At a glance

Pricing

Freemium · Paid · Usage-based · Enterprise

Free tier

Yes

API

Yes

Skill level

Non-technical

About

What is DocsLoop?

DocsLoop is an AI-powered document processing platform designed to streamline data extraction from PDF files into structured Excel spreadsheets. It supports various document types including invoices, bank statements, receipts, and purchase orders, enabling users to upload multiple documents for bulk processing. The tool boasts a high accuracy rate and aims to save significant time and costs associated with manual data entry. DocsLoop ensures data security by not storing documents on its servers, with extracted data remaining available in the user's account. It offers a straightforward three-step process: pick document type, upload PDF, and download the Excel file. While currently supporting PDF input and CSV export, future updates will include more formats like JSON and XML, and an API is available for Enterprise plans.

Best used for

Ideal for small business owners, freelancers, and accountants who need to convert PDF invoices, bank statements, and receipts into structured Excel data. Especially valuable for automating manual data entry, reducing errors, and saving hours on financial document processing.

Common actions

convert PDF to Excel

extract data from documents

automate data entry

process financial documents

Capabilities

Key features

PDF to Excel conversion
Extract data from invoices
Extract data from bank statements
Extract data from receipts
Bulk document processing
AI-powered data extraction
Export to CSV

Target Audience

small business ownerfreelanceraccountantstartup founder

Integrations

Not yet documented

Pricing & Plans

Freemium · Paid · Usage-based · Enterprise

Not publicly disclosed. Check docsloop.com for current pricing.

FAQs

What types of documents can DocsLoop process?

DocsLoop currently supports processing invoices, bank statements, receipts, and purchase orders. The platform is continuously expanding its capabilities to include more document types based on user needs and feedback.

How does DocsLoop ensure the security and privacy of my documents?

DocsLoop prioritizes security by not storing any documents on its servers. The extracted data remains available in your account, and you can manually delete it at any time. Third-party services used also adhere to strong privacy and security measures.

Can I process multiple PDF documents at once?

Yes, DocsLoop allows you to upload and process multiple PDF documents simultaneously. The system processes them in parallel, maximizing efficiency for users who need to handle large volumes of files.

What happens if there's an error during document processing?

If a document is corrupt or cannot be sent to the system, no credits will be consumed. However, if a valid document is uploaded under an incorrect category, credits will still be used for the processing attempt.

What export formats are available for the processed data?

Currently, you can export the processed data in CSV format. DocsLoop is actively working on adding more export options, including Excel, JSON, and XML, to provide greater flexibility for users.

Does DocsLoop offer an API for integration?

Yes, DocsLoop provides a comprehensive REST API, which is available for Enterprise plans. This allows businesses to integrate DocsLoop's document processing capabilities directly into their existing workflows and systems.

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