Feature Ideas

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  1. Quicker Initial Fetch Time

    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...

    Tamir S

    1

  2. Verizon

    Team DocGenie

    0

  3. PNC Bank

    Q3 2024

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    0

  4. T-Mobile

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    0

  5. AT&T Connection

    https://www.att.com/

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    0

  6. Please add Your Mortage Online / Dovenmuehle Mortgage

    Please add the below as they manage a lot of different mortgages, including mine! https://www.yourmortgageonline.com/login https://www.dovenmuehle.com/

    Chris G

    0

  7. OpenBank

    https://www.openbank.us/

    Michael L

    0

  8. Principal Financial Services, Inc.

    https://www.principal.com

    Michael L

    0

  9. EZ Pass NY

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  10. PayPal

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  11. Delete/Remove Connections

    If a connection is no longer valid, include the option to remove the connection rather than simply disable.

    Kyle

    0

  12. FedEx Invoices

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  13. UPS Invoices

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  14. Vanguard

    You have Fidelity but no Vanguard integration; a bit surprised its not core already.

    John S

    0

  15. Upgrade

    https://www.upgrade.com/

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    0