DocGenie Bewertungen & Produktdetails

Stop chasing statements. DocGenie automatically retrieves bank, credit card, and financial statements from hundreds of institutions, organizes them into a standardized folder structure, and delivers them straight to Dropbox, Google Drive, OneDrive, SharePoint, Box, or Evernote. Built for bookkeepers, accounting firms, lawyers, multi-entity operators, and family offices who manage financial documents across dozens or hundreds of clients. Instead of logging into 5–30 portals per client, handling 2FA codes, and renaming files by hand, DocGenie does the pull on a schedule and files each statement where it belongs. What DocGenie handles for you: - Scheduled monthly, bi-weekly, or weekly retrieval across hundreds of banks, credit cards, and billers - 2FA and expired-login handling, including a Client Connection Link so clients can authenticate on their own without sharing credentials with your staff - Consistent file naming and folder structure across every client - Delivery to the cloud storage you already use — no new document silo to learn - A permanent archive of every statement retrieved, so you're never stuck when a bank has purged its own 12–24 month online history Why firms switch: - Bank feeds drop, and transaction feeds aren't statements — DocGenie gives you the actual PDFs you need to properly reconcile, file taxes, verify income, or support legal discovery - One standardized workflow across every client, instead of a dozen ad-hoc processes - Add clients without adding headcount for document collection - Works alongside QBO, Xero, Hubdoc, and Dext — it fills the retrieval gap they don't cover