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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

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

Integrations Supported

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

API Availability

Has API

API Availability

Has API

Pricing Information

$15/month
Free Trial Offered?
Free Version

Pricing Information

$49.95/mo + 0.50% per invoice collected
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site 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

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

Categories and Features

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

Accounts Receivable

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

Billing and Invoicing

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

Payment Processing

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

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