Choose Your Plan

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.

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.

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.

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.

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.

Credits in DocGenie are like currency within our platform, allocated based on your subscription plan. You use these credits to download documents from various institutions connected to our service. The cost in credits for each download varies by institution type. Standard connections typically require 3 or 4 credits per document, whereas premium connections cost 5 credits. For example, retrieving 2 documents from a premium connection is 10 credits.

Connections in DocGenie refer to the established links between our platform and a variety of institutions from which you can retrieve documents. We offer two types of connections: standard and premium. Standard connections are direct links with institutions, facilitating easy retrieval of documents. Premium connections are developed through our extensive partnerships and networks, aimed at providing the broadest range of coverage across the largest number of institutions.