SharePoint integration is now live! You can connect SharePoint to securely store documents retrieved through our platform, giving you tighter control over how and where documents are organized.
In addition, you can now select the exact site and folder location for both SharePoint and OneDrive. This gives teams precise control over document placement, making it easier to stay aligned with team structure and compliance requirements.
Box integration is now live! You can connect your Box account to securely store documents retrieved through our platform, giving your team another enterprise-ready storage option.
This is ideal for organizations with strict document management and compliance requirements. With support for multiple storage providers, you can also choose Box as your default destination and keep everything aligned with existing workflows and IT standards.
Capital One is now available! You can connect your Capital One accounts and have statements automatically retrieved for just 1 credit per statement. This connection is open to all users, including our Free Tier.
We support all Capital One account types: Checking, Savings, Business Accounts, and Credit Cards.
We’ve just launched our integration with Microsoft OneDrive! You can now connect your OneDrive account to securely store documents retrieved through our platform.
This has been one of the most requested features from our enterprise customers, and we’re excited to deliver. With OneDrive support, your organization can stay aligned with IT policies while keeping document access simple and secure.
Google Drive integration is now live! You can connect your Google account to securely store your documents from our platform directly into your Google Drive.
Plus, with support for multiple storage providers, you can now link different services and choose which one you'd like to use as your default. More flexibility, your way.
We’re excited to announce that DocGenie is now open to everyone!
After months of beta testing, user feedback, and product improvements, you can now sign up and start effortlessly automating the retrieval of all your financial documents.
We’ve officially completed our onboarding with Mastercard, adding an additional 3,100 institutions to DocGenie. With this expansion, our platform now supports 4,000 institutions, offering the most comprehensive financial document retrieval available.
We’re excited to announce that TD Bank is now available! As one of the largest banks in the United States, TD Bank serves over 29.7 million customers worldwide with a wide range of personal, small business, and commercial banking services.
We're excited to announce that PenFed Credit Union is now available! As America’s second-largest federal credit union, PenFed serves nearly 3 million members worldwide with over $34 billion in assets.
We’re excited to announce the launch of our Weekly Email Summary feature! Each week, you’ll receive an email detailing your connections, the number of documents retrieved for each account, and any connection issues that need your attention. Stay informed without having to check your documents each week.