Your bank statements, automatically. For every entity you own.
DocGenie pulls bank and credit card statements from 3,953 institutions on a one-time client authorization, into your existing Drive, Dropbox, or SharePoint folder. One LLC or twenty.
Free for 2 connections. Covers Amazon and Capital One out of the box.
You're running a business, not a document collection workflow.
- Logging into 5 banks and 3 credit card portals every month.
- Forwarding statements to your bookkeeper or accountant, one PDF at a time.
- Tax season scramble pulling 12 months of records.
- Multi-entity sorting: which statement belongs to which LLC.
- 2FA codes interrupting your day for tasks that aren't your job.
The bookkeeping side of running a business, automated.
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Every entity, every account, every cycle, in one place.
Authorize each institution once. Documents arrive in the right entity folder, on the schedule set by your plan.
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Send your accountant a Drive link instead of statements.
Your bookkeeper or CPA accesses the same folder DocGenie delivers to. No more email forwarding, no more "did you get the August statement?"
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Tax season takes a morning, not a weekend.
By April 1, you have 12 months of statements organized and ready. Hand them off, or do your own books.
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Visibility across all your entities.
One dashboard. Every entity, every account, every cycle. The kind of overview you would otherwise build by hand in a spreadsheet.
Multiple entities, one DocGenie account.
You own more than one entity. The bookkeeping side scales the wrong way. More entities, more logins, more tax-season chaos.
Set each entity up as a separate "client" in DocGenie. Each one gets its own folder, its own institutions, its own retrieval cycle.
A real estate investor with 8 LLCs runs 8 "clients" inside one DocGenie account. The folders organize themselves. Statements arrive on schedule. Tax season stops being a sorting problem.
Your accountant gets the documents without the email chain.
Most small business owners hand documents to a bookkeeper or CPA. With DocGenie, you share the cloud folder. They access statements as they arrive. No forwarding, no missed months, no January-deadline fire drill.
If your accountant uses DocGenie too, the workflow connects: they handle the retrieval setup, you authorize once, documents flow.
3,953 institutions, including the ones you actually use.
- Business banking
Chase, Bank of America, Wells Fargo, U.S. Bank, PNC, BlueVine, plus regional banks and credit unions.
- Business credit cards
American Express, Chase, Capital One, Discover, and more.
- Brokerages
Charles Schwab, Fidelity Investments, Merrill, Morgan Stanley, Edward Jones, and more.
What this looks like for owners.
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Solo entrepreneur (1 LLC)
One business bank and one credit card. DocGenie retrieves both statements every cycle into one folder. You forward the folder link to your CPA in January.
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Airbnb host or rental property investor (6 properties)
Six properties, each in its own LLC. Authorize each once. Statements arrive in property-specific folders every cycle: every document for every property. Schedule E per property is straightforward, whether you list on Airbnb, VRBO, or rent long-term.
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E-commerce operator
Business bank and business credit card. Two institutions, every-cycle retrieval, single folder, ready for monthly close.
Cheaper than the time you're spending now.
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 entity 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 entrepreneur, 1 entityFree or Core$0 to $35 / month
Free covers Amazon and Capital One on 2 connections. Core adds bi-weekly retrieval, 15 connections, and Drive / Evernote.
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Most owners
Multi-entity owner, 2 to 5 entitiesCore or Professional$15 to $150 / month
Most multi-entity owners land on Core. Move up to Professional once weekly retrieval and on-demand pulls start to matter.
- Holding company or 6+ entitiesProfessional or Enterprise$50+ / month
Professional fits most holding-company owners. Enterprise once you want client-management tooling and Box or SharePoint delivery.
Free for 2 connections forever. No credit card required.
See full pricingQuestions owners ask before signing up.
Something else? Email hello@docgenie.cloud or use the contact form.
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Do I need an accountant to use this?
No. DocGenie works whether you do your own books, hand them to a bookkeeper, or hand them to a CPA only at year-end. The same folder structure works for either workflow.
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What if I only have one entity?
DocGenie works for one entity or twenty. Single-entity owners typically pay less since fewer documents are retrieved each cycle.
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Can my bookkeeper or CPA access this?
Yes. Share the cloud folder with them as you would any Drive, Dropbox, or SharePoint folder. They access the statements as they arrive. No DocGenie account on their end is required.
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Does this work alongside QuickBooks or Xero for my own books?
Yes. DocGenie delivers source documents to your cloud storage. Your QuickBooks or Xero workflow picks up from there. The bank feed handles transactions; DocGenie handles the actual statements you reconcile against.
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What about my personal accounts?
DocGenie works for any institution in the catalog, business or personal. Many owners separate personal and business retrievals into different folders. Two connections on the Free tier covers both Amazon and Capital One out of the box.
Spend your time running the business.
Free for 2 connections. No credit card. Authorize your bank and credit card once, and statements arrive in your folder every cycle.