Feature Ideas

On the same screen where we tick-off which accounts to include in the sync, let us set the subdirectory where that account's statements should be stored. Currently DocGenie dumps everything into 1 directory which a human then has to spend time moving files destroys a huge part of the value proposition of your SaaS service in the first place. A CPA practice using this for multiple clients can't have all the statements mushed into 1 folder.

https://squareup.com/us/en

Q3 2024

It is very unsatisfying to signup and pay for the service and then have to wait until the end of the month for statement downloads to start. People like immediate gratification. It is a bit of a letdown after signing up, enabling connections, etc, to have no statements downloaded and need to wait more than a week...

https://www.att.com/

The possibility of having a full white label when sending an email to the clients to create a connection. This idea would create more trust and also allow for more expansion

We have many clients based in Canada that use Mercury to do business in the USA. This would be a great add and is already available on Plaid. https://mercury.com/

https://www.guideline.com/

https://www.openbank.us/