Docparser
By SureSwift Capital, Inc
Sign up for a free Docparser account to get started.
Import documents via manual upload, email attachments, cloud storage (Dropbox, Google Drive, OneDrive), or the REST API.
Define custom parsing rules using Docparser’s no-code interface or pre-built templates. Highlight fields to extract data and tweak rules as needed.
Upload sample documents to test and verify the accuracy of the parsing rules.
Set up integrations with tools like Zapier, Google Sheets, or MS Power Automate to automate data export and workflows.
Docparser can be customized extensively to fit specific business needs:
Custom Parsing Rules: Users can create tailored parsing rules to extract specific data points from documents, such as text fields, tables, numeric data, and more, using a no-code interface.
Preset Templates: Docparser offers pre-built templates for common document types like invoices, purchase orders, bank statements, contracts, HR forms, and shipping notes, which can be further customized as needed.
Flexible Rule Editing: Parsing rules are fully editable, allowing users to modify, rename, reorder, or delete rules to ensure the output matches their exact requirements.
SmartAI Parser: The SmartAI Parser automatically identifies document layouts and creates rules for data extraction. Users can adjust these rules to handle complex or unique document structures.
Integration Options: Docparser integrates with various tools like Zapier, Google Sheets, Salesforce, and MS Power Automate. Custom workflows can be set up to send parsed data directly to accounting systems, CRMs, or other endpoints.
Batch Processing: Businesses with high-volume needs can use batch processing to parse multiple documents simultaneously while applying custom rules.
Multi-format Support: Docparser supports diverse file formats (PDFs, Word documents, scanned images) and allows exporting data in formats like CSV, Excel, JSON, or XML for seamless integration into existing workflows.
Handwriting Recognition: For specialized needs like processing handwritten forms or notes, Docparser's AI-powered handwriting recognition adds another layer of customization.
Checkbox and Barcode Parsing: The platform can extract checkbox responses and barcode/QR code data from forms and shipping labels based on user-defined rules.
Docparser does not impose setup fees or maintenance charges, as its pricing is based solely on subscription plans. All features, including unlimited parsing rules, integrations, and data downloads, are included in the subscription cost without additional charges.
Parsing Credits: Each document parsed consumes credits (1 credit = 1 document up to 5 pages). Additional credits can be purchased if users exceed their monthly allowance.
Extended Retention: Users can pay extra to extend document retention periods beyond the standard duration (e.g., 120 or 360 days).
Parsing Assistant Service: For users needing help with complex setups, Docparser offers a paid service to create custom parsers for recurring documents.
Docparser offers a range of training and support options to help new users effectively utilize its platform:
Docparser Academy: A dedicated learning hub with step-by-step video tutorials covering basic and advanced features, such as creating parsers, handling specific document types, and optimizing workflows.
Free Basic Training: New users can access free basic training to get started with the platform and learn essential features.
One-on-One Demos: Personalized demos are available upon request, where Docparser experts showcase the platform’s capabilities and guide users through setup and use cases tailored to their needs.
Knowledge Base: A comprehensive library of articles and guides is available to address common questions, troubleshooting, and advanced use cases.
Webinars: Docparser conducts webinars to onboard new users, providing live demonstrations of key features like creating custom parsers and integrating workflows.
Docparser employs robust security measures to ensure data protection and compliance with industry standards. Here are the key security features:
All data is encrypted both in transit (using HTTPS/SSL encryption) and at rest (using bank-level encryption protocols) to prevent unauthorized access
Passwords are stored as encrypted hash keys, ensuring they cannot be accessed or viewed by anyone, including Docparser staff.
Docparser operates on Amazon Web Services (AWS), leveraging its secure infrastructure, including virtual private clouds (VPCs), network access control lists (ACLs), and failover mechanisms.
Servers are regularly updated with the latest security patches, and backups are performed daily to prevent data loss.
Users can specify a data retention period ranging from 0 to 180 days, after which all associated data is permanently deleted beyond recovery.
Only a limited number of staff members have access to customer data, and support staff can only view data upon explicit user request for assistance.
All team members undergo background checks and training on data security protocols.
Docparser complies with GDPR for EU-based companies, ensuring lawful processing of personal and document data. It uses Standard Contractual Clauses for international data transfers.
The platform is also CCPA-compliant, protecting the rights of California-based users.
User data belongs exclusively to the user; Docparser does not resell or reuse parsed data for any purpose. Parsed data is kept confidential and sealed within the user's account settings.
Docparser releases updates frequently and continuously, as evidenced by its detailed change history. Updates typically include new features, bug fixes, performance improvements, and enhancements based on customer feedback. Here are the key points about how updates are managed:
Frequency of Updates: Updates are rolled out multiple times a month, addressing both minor fixes (e.g., UI adjustments, bug fixes) and major enhancements (e.g., new templates, improved logic systems).
Types of Updates:
New features, such as parser templates or extended retention settings.
Performance improvements, like load balancing for parsing queues and backend optimizations.
Customer-requested changes, such as interface tweaks or functionality adjustments.
Bug fixes to resolve issues with parsing rules, integrations, or document handling.
Version Control: Docparser includes a Version Control feature that allows users to save and restore parser versions, ensuring flexibility when updates impact parser logic.
Docparser policies on data ownership and portability are clearly defined in its Terms of Service, Privacy Policy, and security documentation. Below are the key points:
User Ownership: Users retain full ownership of all data they upload or process through Docparser, including imported documents and parsed content. Docparser explicitly states that it does not resell, reuse, or exploit user data for any commercial purposes.
Confidentiality: All imported documents and parsed data are kept confidential and accessible only to the user. Support staff may access data solely upon user request for troubleshooting purposes.
Retention Control: Users can set a data retention period between 0 and 180 days. After this period, all associated data is permanently deleted beyond recovery.
Export Options: Parsed data can be exported in multiple formats, including CSV, JSON, XML, and Excel, allowing users to easily transfer their data to other systems or applications.
GDPR Compliance: Docparser complies with GDPR, which includes the right to data portability. Users can request their parsed data in a portable format or have it transferred securely to another system.
Docparser offers flexible terms for scaling up or down as organizational needs change, allowing businesses to adjust their subscription plans and credit usage seamlessly. Here are the key terms:
Upgrading Plans: Users can upgrade their subscription plans at any time. The new plan and pricing take effect immediately, providing additional parsing credits and features.
Purchasing Additional Credits: If users run out of parsing credits, they can purchase extra credits on demand or enable automatic credit replenishment to avoid workflow interruptions.
Managed Accounts: Organizations with multiple users can use the managed accounts feature (available from the Professional plan) to allocate and upgrade subscriptions for sub-accounts as needed.
Downgrading Plans: Users can downgrade their subscription plans at any time, but the changes take effect only after the current billing cycle ends.
Credit Management: Downgraded plans come with fewer credits, so users must adjust their document processing volumes accordingly.
Billing cycles (monthly or annual) remain unchanged when upgrading or downgrading.
Docparser terms and conditions for contract renewal and cancellation are outlined in its policies. Below are the key details:
Automatic Renewal: All subscribed plans are set to renew automatically for the same duration (monthly or yearly) unless terminated by the user at least 7 working days before the end of the current billing cycle.
Annual Subscriptions: Yearly plans renew automatically, with users receiving a discount equivalent to two free months compared to monthly plans.
Pricing Changes: Any pricing changes take effect only upon renewal of the subscription plan, ensuring no mid-term price adjustments.
Unused Credits: Parsing credits do not roll over to the next billing cycle, and unused credits are forfeited upon renewal.
Flexible Cancellation: Users can cancel their subscription at any time via their account settings. The cancellation takes effect at the end of the current billing cycle, and no further payments will be charged.
No Refunds for Prepaid Fees: If a user cancels before the end of a billing cycle, prepaid fees for the remaining period are non-refundable.
Reversion to Free Plan: After cancellation, accounts revert to the free plan, retaining parsers, settings, and parsing rules for up to one year unless the account is deleted by the user. Documents are deleted based on the data retention period set in parser settings.
Immediate Termination by Docparser: Docparser reserves the right to terminate a subscription immediately for violations of terms (e.g., misuse of access credentials or confidentiality breaches).
Notice Requirements: Notices of termination must be sent via email, either by the client ([emailprotected]) or by Docparser, to the email associated with the user's account.
Docparser complies with several key data protection and privacy standards, ensuring secure and lawful data processing. Below are the compliance standards it meets:
Docparser is fully GDPR-compliant, making it suitable for EU-based companies. It acts as a "data controller" for personal data and a "data processor" for imported documents and parsed data.
It uses Standard Contractual Clauses as the legal basis for international data transfers, ensuring compliance with EU regulations.
GDPR measures include user consent for data processing, anonymization of IP addresses, customizable data retention policies, and the ability to delete user accounts and associated data upon request.
Docparser complies with CCPA, protecting the rights of California-based users by ensuring transparency in how personal data is handled.
All data is encrypted in transit (AES-128) and at rest (AES-256), meeting industry-best practices for secure communication and storage.
Docparser adheres to modern web security protocols, including SSL encryption, password complexity requirements, and restricted server access via endpoint application control technologies.
Hosted on Amazon Web Services (AWS), Docparser benefits from AWS's robust security infrastructure, including virtual private clouds (VPCs), failover mechanisms, and regular updates with the latest security patches.
Users can set document retention periods ranging from 0 to 180 days, ensuring compliance with GDPR's data minimization principle.
