Feature Ideas

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  1. Mercury Bank

    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/

    Jason K

    0

  2. 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

    2

  3. Verizon

    Team DocGenie

    0

  4. PNC Bank

    Q3 2024

    Team DocGenie

    0

  5. AT&T Connection

    https://www.att.com/

    Team DocGenie

    0

  6. T-Mobile

    Team DocGenie

    0

  7. FedEx Invoices

    Team DocGenie

    0

  8. UPS Invoices

    Team DocGenie

    0

  9. Vanguard

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

    John S

    0

  10. Add Prudential

    www.prudential.com one of the largest

    Moksh D

    0

  11. Add NewRez

    https://www.newrez.com/sign-in/ Lots of mortgage statements

    Moksh D

    0

  12. GoCardless Statements

    John G

    0

  13. Stripe.com Statements

    John G

    0

  14. Guideline 401k

    https://www.guideline.com/

    John G

    0

  15. The Hartford

    business.thehartford.com/policies

    John G

    0