Docparser Review

PROS: The accuracy of document parsing is the best of its kind and the integration tools work brilliantly. For example, the Email integration for importing documents that work effortlessly, only sending er documents to the email provided for each parsing rule and the job done. The parsing rule creation process is also straightforward and almost no technical skill required. Getting the output is also very convenient, either directly download the processed documents or use the integration tools provided by Docparser such as API or Docparse even able to send the processed documents to an email.

CONS: The tabs in the Imported documents section are a bit confusing. I do not entirely understand why they even exist. It may be better to list the documents in a single page and differentiate them so that the users do not constantly refresh or click to see the documents in the different stages. It could be on the same page but section them so the users can see their uploaded documents instantly after it has been uploaded.

PROS: Easy of implementation. Able to parse most documents

CONS: Does not implement OAuth 1.0 two factor authentication. We've implemented a fully automated system where customer orders are automatically forwarded to Docparser from our email server. Docparser then parses the pdf and forwards the data in JSON to an outward facing Suitelet in Netsuite. This Suitelet then does a Restful integration using OAuth 1.0 to a Netsuite Restlet. The Suitelet handles the required two factor authentication. The Restlet loads the order to Netsuite.

PROS: I receive every month a very nice, but complex, bank statement. The bank does not provide an excel format of this statement. And docparser accomplishes the job with excellence. Now, I can understand exactly where my money is going to. I can easily break the documento into columns and treat each one of them. When I don't know how to do it, I can access the support team and they help me solving the problem.

CONS: I couldn't integrate it with Zapier. It's not that easy as I thought. And my protected pdfs are not being parsed, so this should be fixed and upgraded. Also, the pricing model could be based on credits. I need to parse only 2-5 documents per month. And there is not a plan for this use case. The way you set to export to excel is not that easy to handle and to understand. It took time and I needed help to make it work.

PROS: docparser is easy to use but still incredibly powerful. We're saving over 80 hours of real human time per month for $39. The ROI has to be quoted in scientific notation!

CONS: I can't imagine....

PROS: This software has allowed us to extract data from multiple report documents and put them in one easy to analyse spread sheet. it has saves us weeks of time and eliminated the possibility of human error.

CONS: Nothing at the moment.

PROS: It is easy to understand and visually see what is getting taken off of pdfs. You set up rules for a particular type of pdf and then you can see what the result swill be before you click save. This makes it easy to adjust the rules to make sure you are getting the information you want and nothing else.

CONS: Every once in awhile when I am getting transactions from a bank or credit card statement, it will mess up a number. Mostly this occurs when the pdf is a scan of an actual document that is old. What I mean is my client took an old bank statement that has been sitting in a desk for a year getting wrinkly and then they scan it so the pdf isn't the best image to begin with.

PROS: Docparser provides a flexible system to configure how to categorize documents by type, and use different parsing rules for each type. The flexibility and configurability is what I most liked about the product.

CONS: They have put a lot of work into making something that could be really complicated into something manageable by non-technical users. However, there are some areas where I find myself wanting more control. "Regular Expressions", for example, are incredibly powerful but also incredibly hard to use for someone that doesn't work with regex syntax on a regular basis. While there is a low-level matcher that supports regex, all other parsing tools don't. It would be useful if they did.

PROS: This has allowed me to upload CSV files to Xero where financial service providers have been unable to provide them.

CONS: For a non-accountant (like me) it takes a short time to get the settings correct but once you have it you will save a lot of time.

PROS: The flexibility of the rule creation. The software allows you to drill down on exactly what you want. the support team is fantastic. They respond quickly and are very communicative.

CONS: The parsing rule process is built to anticipate users next move but I don't find it to align with the way I think through a problem. The good thing is the support team has worked with me on everything I've encountered and has successfully worked to overcome my objection each time - whether enlightening me on rationale or actually changing something about the software to better align with my expectations.

PROS: Doc Parser is quick and easy to set up, had it up and running within 10 minutes, and does exactly what i need it to do.

CONS: The cost for Doc Parser is a little higher then Id like as I only use it for one task but can see the advantage if you had more then this.

PROS: I like the flexibility of being to apply rules to standard documents But also then to bend those rules for the exceptions Applying parsing rules also helps a lot in organising the data with extraction - and this has saved me countless hours already in the short while using this service

CONS: Initially it feels a bit confusing, mostly due to unfamiliar terms used. But I quickly got the hang of it.

PROS: I like being able to have multiple document templates as each vendor tends to have their own "take" on what is useful to include in an invoice or order and formatting can vary a great deal. Therefore, my templates are not based on vendor name - they are based on the data found in the invoices. Example file names: "line-qty-units-isbn13-desc-discount-level-ext-dollar" or "line-qty-desc-unit-ext-float" Vendors aren't always consistent from invoice to invoice. They may be using software that resizes table columns to fit the text, which means you have to adjust your table format slightly each time to ensure the parsing is correct. That's easy to do. The forums and Q&A resources are usually helpful and I've found them responsive to email.

CONS: 1. The UI for making changes to the template. I hate the popup box routine at the end of making a change. It takes a lot of mouse clicks. 2. I've never gotten the subtemplates to work. (see note above about vendor formats being inconsistent.) Subtemplates "supposedly" help with minor variations. Maybe this works for other applications as it is a great idea. 3. There are a lot of little tweaks to be made that aren't obvious to improve character recognition. Why not start with the highest level of quality (ie. turn on OCR) at the start? If that makes file size a problem for storage or performance when processing a lot of files at once, walk people through how to "downgrade" to an acceptable level or establish a recommended number of files not to exceed some size limit. For example, during a trial scan there were no extra spaces or funky characters in the document but then I figured out about half of the "6s" had been transformed to "8s" - not terribly helpful. I want to be able to trust the result rather than having to proof hundreds of line items. 4. Given the inconsistencies I have with the input data sources, I don't think I'll be able to automate the parsing tasks - such as grabbing attachments from email automatically. Again, I have a small business, so I'm OK with the workaround.

PROS: DocParser is the perfect solution for our data entry needs. It does what one of our employees spent hours doing in just 5 minutes.

CONS: I have no complaints.

PROS: is a very useful and versatile tool that saves me a lot of time when processing documents.using regex I can automatically extract all the information I need frontal PDF files.

CONS: there is nothing in particular that I dislike about docparser. If I had to say something, I wish that the unused units in one month could be transferred to the other.

PROS: How easy it was to get setup. The integration with Zapier. The best part is the accuracy of the data.

CONS: Nothing that I can think of, the accuracy is wonderful and the Customer Support team was great to work with.

PROS: It allows me to automatically pull needed content from pdf contracts that are emailed to me as a sales rep, and let's me input that into my crm

CONS: It's highly complex and initial setup requires a lot of testing but it works every time now

PROS: Costumer support Excellent integration with in house systems and processes

CONS: There are a long list of features that could make the tool a legend. Surely they are to be deployed giving the right time

PROS: You can set up the job in minutes, and processes large batches of otherwise repetitive work in minutes. Great visual rules creator for data modeling and extraction. Has APIs and integrates via third party integration apps.

CONS: I think a better support for unstructured documents and, of course, find a way to implement the trendy AI.