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Pricing

Honest pricing. Credits aligned with what it costs to fetch.

DocGenie meters retrieval in credits because aggregator costs vary by institution. You see the cost per connection before you authorize. Every credit count on this page maps to statements at major US banks.

Quick translation: 1 statement = 5 credits at most major US banks. Professional's 75 credits cover ~15 statements/month at major US banks.
  • Free

    For trying DocGenie on a couple of accounts.

    $0 forever
    3 credits · 2 connections
    Covers Amazon and Capital One on Free
    • Standard connections
    • Monthly retrieval
    • Dropbox sync
    • Email support
    Start free
  • Core

    For solo bookkeepers and small firms with 5–15 clients.

    $15 /month
    20 credits · 15 connections
    ~4 statements/month from major US banks
    More credits available
    • 35 credits $25/mo
    • 50 credits $35/mo
    • Premium connections
    • Bi-weekly retrieval
    • Overage allowed
    • Dropbox, Google Drive, Evernote
    • Email support
    Sign up
  • Most popular
    Professional

    For mid-market firms with 30+ clients or weekly close cadence.

    $50 /month
    75 credits · 30 connections
    ~15 statements/month from major US banks
    More credits available
    • 125 credits $75/mo
    • 200 credits $110/mo
    • 300 credits $150/mo
    • Weekly retrieval + on-demand
    • Historical / back-statement pulls
    • Dropbox, Drive, Evernote, OneDrive
    • Priority email support
    Sign up
  • Enterprise

    For bankruptcy departments, family-law firms, and multi-office practices.

    $300 /month
    600 credits · Unlimited connections
    ~120 statements/month from major US banks
    More credits available
    • 1,050 credits $500/mo
    • Client management
    • Client Connection Link
    • All storage destinations + Box and SharePoint (separate providers)
    • Priority email support
    Sign up

Annual billing saves 20% on Core, Professional, and Enterprise · Free plan never expires · Cancel any paid plan with one click

Credit math

How credits work.

Credits meter document retrieval. The cost per statement depends on the institution. 1 statement at most major US banks costs 5 credits. Some institutions are cheaper. Amazon and Capital One both retrieve under the Free tier. Some are more, depending on authentication and parsing complexity.

  • 1 statement = 5 credits at most major US banks.
  • Amazon and Capital One supported on Free.
  • Per-connection cost shown before you authorize.
  • Overages billed per credit at your tier's rate. No service interruption.
Credits → Statements
What your credit allowance actually retrieves at major US banks
Tier Credits / mo ≈ Statements / mo at major US banks
Free 3 Amazon and Capital One only
Core 20 ~4
Professional 75 ~15
Enterprise 600 ~120
Premium connections (certain brokerages, multi-step utilities, custom institutions) cost more. Per-connection cost is shown before you authorize.
Recommended tier

Which tier fits your firm.

We named the tier most firms in each category land on after the first month. If you're between two, default to the lower one. Paying for the occasional overage credit costs less than paying for a bigger plan you don't fill.

Firm profile Recommended tier Typical monthly spend
Solo bookkeeper · 5–15 clients Core $15–35/mo
Mid-market firm · 30+ clients Professional $50–150/mo
Family law / HNW divorce firm Enterprise $300+/mo · CCL required
Consumer bankruptcy department Enterprise $500/mo · 1,050 credits
Estate / probate practice Professional or Enterprise Depends on volume
Compare plans

What's included at each tier.

  Free Core Professional Enterprise
Monthly credits 3 20 / 35 / 50 75 / 125 / 200 / 300 600 / 1,050
Price (entry) $0 $15 $50 $300
Connections 2 15 30 Unlimited
Retrieval cadence Monthly Bi-weekly Weekly + on-demand Weekly + on-demand
Premium connections — ✓ ✓ ✓
Historical pulls — — ✓ ✓
Overage credits — ✓ ✓ ✓
Dropbox ✓ ✓ ✓ ✓
Google Drive · Evernote — ✓ ✓ ✓
OneDrive — — ✓ ✓
Box — — — ✓
SharePoint — — — ✓
Client management — — — ✓
Client Connection Link — — — ✓
Support Email Email Priority email Priority email
Pricing FAQ

The questions about credits, overages, and tier switches.

Credit clarity is the #1 thing we hear before sign-up. If your question isn't here, contact us.

  • What does a credit get me?

    1 statement at most major US banks costs 5 credits. Premium connections (certain brokerages, multi-step utilities, custom institutions) cost more, depending on authentication and parsing complexity. Connection cost is flagged when you add the institution, so you always know before you authorize. Professional's 75 credits cover ~15 statements/month at major US banks.

  • What if I run over my credit allowance?

    On Core, Professional, and Enterprise, overage credits are billed per credit at the same rate as your tier. No service interruption, no surprise gating. The Free tier doesn't allow overages: when you hit 3 credits, retrieval pauses until the next month or until you upgrade.

  • Do credits roll over?

    No. Credits don't roll over. Each billing cycle starts fresh; unused credits from the prior cycle don't carry forward.

  • Does the Free plan ever expire?

    No. 3 credits and 2 connections, forever. It's designed for a solo practitioner trying DocGenie on a couple of accounts before scaling to a paid tier.

  • Is there an annual plan?

    Yes. Annual billing saves 20% on Core, Professional, and Enterprise.

  • Can I switch tiers mid-month?

    Yes. Upgrade and the new credit allowance is prorated to the remaining month. Downgrade and the change takes effect at the next billing cycle. Your existing connections, credentials, and archive come along.

  • How do I move from CCL-authenticated connections to firm-held when I downgrade from Enterprise?

    Be careful here. Enterprise's CCL connections live in the client's session, not your firm's. If you downgrade, those connections will need to be re-authenticated as firm-held, meaning you'd hold credentials again. Most Enterprise customers stay on Enterprise for this reason.

Every tier

What every plan includes, from Free through Enterprise.

  • Free tier
    Free, forever

    No credit card. 3 credits and 2 connections, no expiration.

  • Commitment
    Cancel anytime

    No contracts. No minimums. Downgrade with one click.

  • Authentication
    Read-only access

    Cannot move money. Document retrieval only, every tier.

  • Compliance
    SOC 2 aligned

    AES-256 at rest. TLS 1.3 in transit.

Start on the Free plan. Connect a real client when you're ready.

3 credits, 2 connections, free forever. Most firms upgrade to Core within a month, usually after the first close where they didn't send a single reminder email.

Start free See the product