What we learn from real firms.
Practitioner-to-practitioner notes on bank statement automation, the document pipeline beneath bookkeeping and legal practices, and the operational decisions firm owners make when retrieval becomes the bottleneck.
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BookkeepingDigital accounting: benefits, best practices, and tools that actually work
Most accounting practices have moved off paper. The remaining gap is the document collection step. Here's what changes when the workflow finally goes fully digital.
Michael Dec 9, 2024 · 5 min read -
ProductBank statement automation: a guide for bookkeepers and small businesses
Bank statement automation is the upstream-of-the-ledger workflow that pulls statements from financial institutions on schedule. Here's what's in scope, what's not, and where it fits.
Michael Nov 25, 2024 · 6 min read -
BookkeepingTop 10 reasons to digitize bookkeeping document workflows
Ten reasons a small accounting practice should move document workflows off paper and out of inbox attachments. Each one ties to a specific consequence in the close cycle.
Michael Nov 11, 2024 · 4 min read -
ComparisonA Hubdoc Auto-Fetch alternative for automated bank statement retrieval
Hubdoc retired Auto-Fetch in 2022. DocGenie picks up where it left off, with automated bank statement retrieval for accountants and bookkeepers, and broader institution coverage.
Michael Oct 28, 2024 · 5 min read -
BookkeepingWhat is a source document in accounting?
A source document is the original record of a transaction. It's what reconciliation runs against, what auditors ask for, and what the ledger has to match. Here's how the category works.
Michael Oct 14, 2024 · 4 min read -
ComparisonWhere DocGenie fits when you already use Dext for receipt capture
Dext Fetch and DocGenie occupy different lanes in the document pipeline. Receipt and invoice ingestion stays with Dext; bank statement retrieval moves to DocGenie. Many firms run both.
Michael Sep 30, 2024 · 3 min read -
ComparisonDocGenie is the #1 FileThis Alternative
DocGenie is the FileThis alternative built for the gaps that mattered most: broader institution coverage, secure automated retrieval, and delivery into the cloud storage you already use.
Michael Sep 16, 2024 · 2 min read -
ProductBuilt on a foundation of security
DocGenie was designed around the security posture practices need when handling client banking documents. The principles behind it, and the controls that follow.
Michael Sep 2, 2024 · 3 min read