DocGenie

DocGenie is your automated assistant for managing financial documents. Instead of wasting hours logging into multiple portals, chasing down statements, or sorting endless PDFs, DocGenie does it all for you. Once you connect your accounts—whether that’s banks, credit cards, utilities, payroll providers, or other institutions—DocGenie automatically retrieves your documents as soon as they’re available.

Every file is downloaded securely, organized by client or account, and stored in a consistent, easy-to-navigate structure. No more renaming files, moving them into folders, or worrying about something slipping through the cracks. With DocGenie, your bank statements, invoices, credit card bills, and other key documents are always up-to-date, searchable, and ready for when you need them—whether that’s for bookkeeping, reconciliations, taxes, or audits.

Designed with bookkeepers, accountants, and busy business owners in mind, DocGenie eliminates tedious manual work so you can focus on what really matters: advising clients, running your business, and saving valuable time.