Welcome to Effortless Document Management

Automated Solutions to Securely Retrieve, Organize, and Store Documents from any Institution.

Genie Laptop
Efficiency Redefined

Tech-Powered Document Retrieval

DocGenie is redefining document management by merging innovative technology with a user-friendly design. Our platform eliminates manual processes, automating the retrieval and organization of documents from a diverse array of institutions, creating an experience that's not only efficient but also secure and intuitive.

Say goodbye to manual handling and embrace streamlined efficiency and peace of mind with DocGenie, the forefront solution in managing your digital paperwork.

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Our Principles

The Foundations of Our Excellence

Innovative Technology

Innovative Technology

Discover DocGenie's Commitment to Innovation: We continuously evolve our technology to offer advanced, user-friendly document management solutions.

Strategic Partnerships and Network

Strategic Partnerships and Network

Utilizing our vast network of organizational partnerships, we ensure seamless retrieval of your documents from any location.

Effortless

Effortless

Designed to simplify document management at its core, our platform ensures ease at every interaction with a strong focus on security.

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Security

Security is our top priority. Keep your sensitive documents safe with our state-of-the-art encryption and multi-layered security protocols.

Some of our Partners

bofa
wells
truist
td
capitalone
keybank
huntington
citibank
bmo
popular
mt
pnc
FAQ

Need clarification?

What is DocGenie?

DocGenie employs advanced automation technology to simplify the retrieval and organization of your documents. Once you connect your accounts from various institutions, DocGenie automatically downloads and categorizes your documents, saving you time and effort. Our intuitive platform ensures that your documents are not only easily accessible but also neatly organized for quick reference.

What type of institutions do you support?

DocGenie is versatile enough to handle a wide range of document types, including bank statements, investment reports, insurance policies, and more. We support connections with an extensive array of institutions, such as banks, brokerage firms, insurance companies, utilities, and other businesses, ensuring that you can manage all your important documents through a single platform.

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

At DocGenie, we prioritize your data's security and privacy. We employ bank-level encryption to protect your documents during transfer and storage. Our platform follows stringent data protection protocols and complies with industry-standard privacy regulations to ensure that your sensitive information is kept secure at all times.

What happens if my account with a the institution is closed?

DocGenie keeps your documents accessible, even if you close an account with an institution. It saves a historical record of all your documents in your chosen cloud storage, so you can always reach them, no matter what happens with your accounts. This way, your important information is never lost, and you always have a complete archive.

Where do my documents get stored?

With DocGenie, all your documents are stored in your preferred cloud storage solution. You have the flexibility to choose where your documents go, whether it's Dropbox, Google Drive, Evernote or Microsoft OneDrive.