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What is DocGenie?

DocGenie is a next-generation platform designed to take the burden of document retrieval and management off users’ shoulders. With secure integrations to thousands of financial, utility, and organizational institutions, it automatically fetches recurring files such as bank statements, invoices, and bills. The system eliminates the need for repetitive logins, password entries, or 2FA codes, making document access seamless and reliable. Every file retrieved is automatically organized, ensuring users always have quick and structured access to their records. At the core of DocGenie is a strong emphasis on security, with state-of-the-art encryption protocols, multi-layered defenses, and compliance-driven safeguards. The platform also thrives on innovation, continuously enhancing its capabilities and expanding its partner network to cover more institutions worldwide. Designed for ease of use, it requires minimal setup, enabling individuals, businesses, and institutions to go paperless without friction. By automating document handling, DocGenie significantly reduces errors, improves workflow efficiency, and saves countless hours each month. Users benefit from the confidence of knowing their data is secure, private, and always accessible. Ultimately, DocGenie is redefining document management by turning one of the most repetitive digital chores into a hands-off, intelligent solution.

What is Biller Genie?

Biller Genie is an innovative, cloud-based solution that has earned accolades for its effectiveness in automating accounts receivable and streamlining e-invoicing processes, beginning with bill presentation and extending to follow-up collections and reconciliation tasks. Seamlessly integrating with your existing accounting software, Biller Genie eliminates the need for new software training, allowing you to maintain your current payment processor while the system takes care of the laborious tasks. With just a click to save, the platform handles everything from emailing invoices and sending paper bills to following up with reminders based on your personalized schedule, as well as accepting various forms of online payments like credit cards, ACH, and Apple Pay, all while reconciling these transactions within your accounting system. Users typically experience a significant reduction of 40% in overdue invoices, receive payments an average of 15 days faster, and reclaim between 10 to 20 hours of administrative time each week. In a matter of minutes, you can effortlessly set up your account and start enjoying the benefits of this remarkable service. Biller Genie not only simplifies the invoicing process but also empowers businesses to improve their cash flow and operational efficiency.

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Integrations Supported

Integrations Supported

AccountingSuite
DocuSend
Freedom Merchants
NMI Payments
QuickBooks Desktop Pro
QuickBooks Online
QuickBooks Online Advanced
The Card Association
Xero

API Availability

API Availability

Pricing Information

$15/month
Free Version

Pricing Information

$49.95/mo + 0.50% per invoice collected
$49.95/mo + 0.50% per invoice collected. Caps at $1,500. Monthly billing. No contracts.

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

DocGenie, Inc.

Date Founded

2024

Company Location

United States

Company Website

docgenie.cloud/

Company Facts

Organization Name

Biller Genie

Date Founded

2018

Company Location

United States

Company Website

ww2.billergenie.com/sourceforge

Categories and Features

Document Management

Not specified

Categories and Features

Accounting

Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Expense Tracking

Accounts Receivable

ACH Payment Processing
Billing & Invoicing
Check Processing
Collections Management
Online Payment Processing
Partial Payments
Receivables Ledger
Recurring Billing

AR Automation

Not specified

Billing and Invoicing

Billing Portal
Customer Portal
Customizable Invoices
Invoice History
Mobile Payments
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing

E-Invoicing

Not specified

Invoice-to-Cash

Not specified

Payment Processing

ACH Check Transactions
Debit Card Support
Mobile Payments
Online Payments
POS Transactions
Receipt Printing
Recurring Billing
Signature Capture

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