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For accountants and bookkeepers

Stop chasing clients for bank statements.

One-time client authorization, then DocGenie pulls every bank and credit card statement from 3,953 institutions into your existing Drive, Dropbox, or SharePoint folders. Every cycle, automatically. Built for firms running monthly close across dozens or hundreds of clients.

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Works with Google Drive, Dropbox, OneDrive, SharePoint, Box, and Evernote.

The bookkeeping problem

Every month-end, the same firefight.

  • Chasing clients for statements they keep forgetting to send.
  • Logging into a dozen client banking portals on their behalf.
  • 2FA codes texted to the wrong phone, reset workflows that take a week.
  • Catch-up engagements that mean pulling 12 months of statements across 8 institutions.

If month-end close is half bookkeeping and half document collection, you're not alone.

What changes

The close stops waiting on clients.

  • Documents land before you start work.

    By the time you open Drive on the 1st, every bank statement and credit card statement is already there. No reminder emails. No "did you get a chance to send those?" follow-ups.

  • Onboarding takes minutes, not weeks.

    Send a new client one link. They authorize their institutions. You get historical and ongoing documents automatically.

  • Catch-up engagements stop being painful.

    Historical retrieval pulls 6 to 24 months of statements in a single pass at most major US banks. Available depth varies by institution.

  • Reconciliation works from the source.

    QBO and Xero feeds give you transactions; DocGenie gives you the actual statement document. When the feed and the statement disagree, the statement wins. That's why your reconciliation needs both.

Workflow integration

Slots into the workflow you already have.

DocGenie delivers documents into the same Drive, Dropbox, or SharePoint folder structure you already use. Files are named consistently. Folders match your existing client organization.

If you use QuickBooks Online or Xero, DocGenie sits upstream of the bank feed. Feeds give you transactions; DocGenie gives you the statements you reconcile against. When a feed drops (and feeds drop), the document side of your month-end is unaffected.

Your workflow
Existing setup
  1. 1
    Documents arrive in your cloud storage
    DocGenie pulls. Drive / Dropbox / OneDrive / SharePoint / Box / Evernote.
  2. 2
    Bank feed handles transactions
    QBO / Xero. Same as today.
  3. 3
    You reconcile transactions against the statements
    The way reconciliation has always been done.
When a feed drops (and feeds drop) the statements still arrive. The document pipeline is independent of the transaction feed.
Coverage

3,953 institutions, including everything your clients use.

  • National banks

    Chase, Bank of America, Wells Fargo, Citibank, U.S. Bank, PNC.

  • Regional banks and credit unions

    Hundreds of regional banks and credit unions across all 50 states.

  • Credit cards

    American Express, Capital One, Discover, business credit cards across major issuers.

  • Brokerages

    Fidelity Investments, Charles Schwab, Merrill, Morgan Stanley, Edward Jones.

Find your client's institution
In practice

What this looks like in practice.

  • Month-end close

    Before DocGenie

    5 days of chasing 40 clients for statements. Manual logins to 30 portals. 4 reset-password workflows. Close starts on the 8th.

    With DocGenie

    Documents arrive on the 1st through the 5th automatically. Close starts on the 6th.

  • New client onboarding

    Before DocGenie

    2 weeks of email back-and-forth pulling 12 months of historical statements across 6 institutions.

    With DocGenie

    Client authorizes once. Historical documents retrieve in the first run. Ongoing retrieval continues every cycle.

  • Catch-up bookkeeping

    Before DocGenie

    Client says "I'm 18 months behind." You quote 40 hours just to assemble documents.

    With DocGenie

    Client authorizes their institutions. Historical retrieval pulls available depth (typically 6 to 24 months at most major US banks; varies by institution) across every account. You quote a fraction of the previous estimate, and start on the books, not the document hunt.

Pricing for your firm

Pay for what you retrieve.

DocGenie meters retrieval in credits. 1 statement at most major US banks costs 5 credits. Pick the tier that covers a typical month for your client mix; if you go over, overages bill at your tier's rate. The Free plan covers 2 connections, no card required, and supports Amazon and Capital One out of the box.

  • Solo bookkeeper, 5 to 15 clients
    Core
    $15 to $35 / month

    Bi-weekly retrieval. Premium-connection coverage. Drive, Dropbox, and Evernote.

  • Most firms
    Mid-market firm, 30+ clients or weekly close
    Professional
    $50 to $150 / month

    Weekly retrieval plus on-demand. Historical pulls. Adds OneDrive.

  • Multi-office or 100+ clients
    Enterprise
    $300+ / month

    Client management, Client Connection Link, custom institutions, Box and SharePoint.

Free for 2 connections forever. No credit card required.

See full pricing
FAQ

Questions bookkeepers ask before signing up.

Something else? Email hello@docgenie.cloud or use the contact form.

  • Can't I just use the QBO or Xero bank feed?

    Use both. The bank feed handles transaction-level sync to your accounting platform; DocGenie pulls the actual statement documents you need to properly reconcile. Feeds also drop and need reconnecting; DocGenie keeps a permanent archive even after a feed breaks or a bank purges its online history. Keep QBO or Xero for the institutions the feed handles well; use DocGenie for everything else, and for the statements your reconciliation actually requires.

  • Isn't this what Hubdoc or Dext does?

    Different category. Hubdoc and Dext capture receipts and bills your clients hand to you. DocGenie pulls statements directly from the institution. Most firms run both: Hubdoc or Dext for inbound receipts; DocGenie for the bank and credit card statements the firm has to fetch itself.

  • Does DocGenie integrate directly with QuickBooks or Xero?

    DocGenie delivers documents to your cloud storage. From there, your existing QuickBooks or Xero workflow picks them up. We don't push transactions into QuickBooks directly. We deliver the source documents you reconcile against.

  • How does this scale to a 200-client firm?

    The same way it works for a 5-client firm. Each client authorizes once. Retrieval runs in the background. Pricing scales with retrieval volume, not seat count.

  • What about catch-up bookkeeping for a new client?

    Historical retrieval pulls available depth per institution. For most major US banks that's 6 to 24 months. Depth varies by institution and we cannot guarantee a specific number until the first run. For statements the bank has already purged from its online portal, DocGenie's archive holds anything we have already retrieved on that client.

  • What happens if a client's bank isn't supported?

    Request the institution. New connectors are added weekly based on customer requests. In the meantime, your existing manual process handles that one client.

  • Do clients need to do anything every month?

    No. Authorization is one-time per institution. Retrieval runs automatically. Clients only re-engage if their institution forces re-authorization, which is typically every 90 to 365 days.

Stop chasing. Start closing.

Free for 2 connections. 3 credits a month. No credit card. Add a client and watch the next statement appear in your folder on its own.

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