Features of DocGenie
Revolutionizing Document Workflows
Embrace the future with our cutting-edge tools. With the power of our automated retrieval, your workflows will be more streamlined than ever before.
Automated Retrieval
Our advanced automated retrieval system streamlines your document management, saving valuable time for individual users and businesses. Ideal for quick, efficient information retrieval in a fast-paced world.
Secure Handling
We use state-of-the-art encryption and strict access controls to ensure the utmost security for your sensitive documents. Whether you're an individual or a business, your data is protected to the highest standards.
Intuitive User Interface
Our user-friendly interface is designed for simplicity and efficiency, making setup and management simple and fast. This means you spend less time learning and more time doing.
Scalability
Our platform is built to scale alongside your evolving needs. Whether managing personal documents or handling vast amounts of corporate documents, our solution adapts to accommodate your growth.
Responsive Support
We're here when you need us and always ready to assist with any questions or challenges. Individual users and businesses benefit from our prompt, expert service, ensuring no downtime and maximum productivity.
Cloud Storage
DocGenie integrates with top cloud providers like Dropbox, Google Drive, Evernote, Box, and Microsoft OneDrive. Store and access your documents in your preferred cloud service for security, convenience, and peace of mind.
Workflow Automation
You can customize your document workflows to suit you. Our workflow automation lets users and businesses streamline, reduce manual effort, and focus on what matters most.
Reliable
Built to be trusted. Our platform is engineered for reliability, ensuring that individual and business users can trust us. With regular updates and a robust infrastructure, we keep your workflow smooth and secure.
Need clarification?
What is DocGenie?
DocGenie simplifies your life by automatically downloading and organizing your important documents—bank statements, invoices, credit card statements, and more. Once you connect your accounts, the platform does all the work for you. Your documents are neatly categorized and stored, ready for quick access whenever you need them.
What type of institutions do you support?
DocGenie supports a broad range of document types—from bank statements to invoices. Easily connect with banks, brokerage firms, insurance providers, utilities, and more for one unified document management solution.
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. Microsoft OneDrive, or Box.com.