On-Demand Retrieval is now available. You can manually request a connection fetch at any time instead of waiting for the next scheduled pull.

This gives you immediate access to the latest statements when you need them.

This feature is available in Professional and Enterprise plans.

Client Management is now live. You can organize clients and their financial connections in a structured, consistent way that eliminates scattered files and messy naming conventions.

Documents are automatically stored using a standardized folder structure:

/Client Name / Institution / Account Name / Statement XXX.pdf

This keeps records clean, predictable, and aligned with how firms already manage client data. It is built to reduce administrative overhead and make managing multiple client relationships far more scalable.

Our updated dashboard is now live. It delivers a clear, birds-eye view of your key metrics so you can quickly understand what’s happening across all your connections.

We’ve also introduced new table-based connection views for better visibility and faster scanning, along with a refined UI that improves clarity, consistency, and usability.

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.