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Statements pull themselves. From 3,953 institutions. Into the cloud storage you already use.

How DocGenie pulls statements from 3,953 institutions on a one-time, read-only authorization, then lands them in the cloud storage you already use, organized by client.

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Client onboarding

Add clients in seconds.

Add a client. Each client can have multiple contacts. The CFO authorizes the operating accounts; the bookkeeper authorizes the corporate credit cards. Different people, same client folder. Each contact gets their own one-time authorization link. The dashboard shows who's authorized, who hasn't, and who needs a reminder.

  • Multiple contacts per client. Each adds their own accounts.
  • One-time authorization link per contact.
  • Status visible per contact and per client.
  • Client Connection Link (the contact-facing link flow) is available on the Enterprise tier.
Step 1
1
Firm sends a link
Email, SMS, or QR
Step 2
2
Contact authenticates
On their own device
Step 3
3
Statements flow in
Organized by client
No credentials on your firm's systems

Connection refreshes route to the contact, not your firm. Your team never sees a password and is never on SMS duty for a 2FA code.

Acme Holdings LLC
Pick the institutions you bank with

Read-only access. Document retrieval only. The connection mode (direct or credential-based) is shown before you authorize.

  • Chase
    Checking · Savings
    Read-only
  • American Express
    Business credit card
    Read-only
  • Bank of America
    Checking · Savings
    Read-only
  • Charles Schwab
    Brokerage
    Read-only
Authenticate at each institution
Institution authorization

Two ways to authorize. Read-only either way.

Where the institution supports direct authorization, the client signs in at the bank and DocGenie receives a read-only token. The credential never touches DocGenie. Where the institution doesn't, you provide the credential when you add the institution. DocGenie encrypts it with AES-256-GCM under a key unique to your firm, scopes it to document retrieval, and deletes it on revoke. The connection mode is shown before you authorize.

  • 3,953 institutions supported.
  • Read-only either way. Cannot move money.
  • Connection mode shown before you authorize.
Automatic retrieval

Documents retrieve themselves.

Authorization is a one-time event. Retrieval isn't. Once an institution is authorized (direct or credential-based), DocGenie checks it on a recurring schedule set by your plan and pulls every new document into your cloud storage.

  • Bi-weekly on Core.
  • Weekly on Professional and Enterprise.
  • On-demand pulls available on Professional and Enterprise.
  • Core
    Bi-weekly

    Twice a month. Fits monthly close cadence for solo and small firms.

  • Professional
    Weekly + on-demand

    For mid-market firms and any practice that runs a 4-day or weekly close.

  • Enterprise
    Weekly + custom institutions

    Same cadence as Professional, extended to institutions outside our standard catalog through dedicated connector engineering.

Historical pull. Need 6 to 24 months of statements for a discovery request or pre-filing pull? On-demand retrieval drops them as a single batch. Available depth varies by institution.
Your cloud storage
Google Drive
  • Acme Holdings LLC
  • Chase
  • Slate - ...6370
  • Statement 2026-04-13.pdf
  • Statement 2026-03-13.pdf
  • Statement 2026-02-13.pdf
  • Total Checking - ...8421 (4)
  • American Express (8)
  • Bank of America (8)
  • Northwind Logistics (16)
  • Coastal Property Group (12)
Cloud delivery

PDFs land where you already work.

Documents land in the cloud storage your firm already uses. Google Drive, Dropbox, OneDrive, SharePoint, Box, or Evernote. Files are organized by client, then institution, then account.

  • Client-level folder organization.
  • Account-level subfolders within each institution.
  • Dropbox
    All tiers
  • Google Drive
    Core+
  • Evernote
    Core+
  • OneDrive
    Pro+
  • Box
    Enterprise
  • SharePoint
    Enterprise
Source documents

The institution's actual PDF, not a transaction feed and not an asset summary.

Reconciliation, court filings, lender underwriting, and tax prep all need the institution's actual statement. DocGenie retrieves that PDF directly. Other categories don't.

  DocGenie Plaid / aggregators QBO / Xero feeds
Delivers institution's PDF statement ✓ Always Asset summary only No, transactions only
Court-acceptable for bankruptcy ✓ ✗ Disqualifying ✗
Usable for reconciliation ✓ Partial ✗ Cannot reconcile
Requires engineering to implement No code Yes, developer required No
Visibility and control

Know what's happening on every client.

The client dashboard shows connections, active accounts, documents downloaded, and last sync at a glance. Per-institution rows show account counts, downloads, and connection status.

  • Connections, active accounts, documents, and last sync up top.
  • Per-institution accounts, downloads, and status.
  • Broken connections flagged on the dashboard.
Acme Holdings LLC
3 contacts
Connections
6
Active
5
Broken
1
Active accounts
12
Documents
248
Last sync
2 hrs ago
Institutions
  • Chase 3 accounts 96 downloads Active
  • American Express 2 accounts 64 downloads Active
  • Bank of America 2 accounts 48 downloads Active
  • Charles Schwab 4 accounts 40 downloads Active
  • PNC 1 account 0 downloads Broken
Operating details

What happens between authorization and delivery.

Authorization persistence

Tokens last as long as the institution allows.

Most institutions issue tokens valid for 90 to 365 days. DocGenie sends a re-authorization request to the client before any token expires.

Retrieval cadence

Each institution checked on schedule.

On every scheduled run, DocGenie checks each authorized institution for new documents. Each new document is named to your firm's convention and delivered to your cloud storage.

Naming and structure

Predictable paths every time.

Path
Client / Institution / Account / File
Example
ABC Client / Chase / Slate ...6370 / Statement 2026-04-13.pdf
Re-authorization

Broken connections route back to the client.

When an authorization expires or the institution forces re-authorization, the client receives a new request through their original Client Connection Link. Past retrievals stay in your cloud storage.

Trust

Read-only access. Firm-unique encryption keys. AES-256 at rest, TLS 1.3 in transit.

Where the institution supports direct authorization, DocGenie holds a read-only token, never a password. Where it doesn't, you provide the credential at add-institution time; DocGenie encrypts it with AES-256-GCM under a key unique to your firm and deletes it the moment you revoke. Both modes are read-only. Documents are encrypted at rest with AES-256 and in transit with TLS 1.3.

Full security overview
  • Authentication
    Read-only either way

    Direct authorization where supported (token, no password). Credential-based access where not (AES-256-GCM, firm-unique key, deleted on revoke).

  • At rest
    AES-256

    Documents, retrieval logs, and authorization tokens encrypted at rest.

  • In transit
    TLS 1.3

    Every connection, institution side and cloud-storage side.

Ready to stop chasing documents?

Free for 2 connections, 3 credits a month. No card. Add a connection and watch the next statement appear in your storage on its own.

  • Read-only access
  • Free tier never expires
  • Cancel anytime
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