DocGenieDocGenie, Inc.
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Related Products
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About
DocGenie is an automated document retrieval platform that eliminates the need for manual downloads from banks, utilities, and other institutions. It securely connects to thousands of providers, fetches statements and bills, and organizes them in one central hub. Users no longer have to log in, enter 2FA codes, or repeat monthly tasks to access their important files. The platform is designed with advanced encryption and multi-layered security protocols to ensure data privacy. With its focus on innovation and effortless workflows, DocGenie simplifies document management for individuals and businesses. By transforming repetitive processes into automated efficiency, it helps users save time and stay organized with ease.
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About
Moxtra’s Client Interaction Platform has been built in partnership with several of the world’s leading financial institutions. These organizations use the platform to power their digital business — with rigorous compliance, privacy, security, and auditability. Moxtra enables the seamless extension of business processes. For enhanced security, the solution can be deployed as a private cloud, shared multi-tenant cloud, or on-premise service. All interactions on Moxtra are self-documented and recorded. Capture the location, device, and time for every interaction within Moxtra, and maintain visibility on all communications. Moxtra is engineered to meet the stringent security requirements of regulated industries, with encryption, and the ability to support the unique best practices of each business.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
DocGenie is designed for individuals, businesses, and institutions that want secure, automated access to recurring documents without the hassle of manual downloads
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Audience
Companies interested in a powerful portal for clients
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and VideosNo images available
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Pricing
$15/month
Free Version
Free Trial
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Pricing
$120 per month
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationDocGenie, Inc.
Founded: 2024
United States
docgenie.cloud/
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Company InformationMoxtra
Founded: 2012
United States
moxtra.com
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Categories |
Categories |
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Collaboration Features
Brainstorming
Calendar Management
Chat / Messaging
Contact Management
Content Management
Document Management
Project Management
Real Time Editing
Task Management
Version Control
Video Conferencing
Customer Experience Features
Action Management
Analytics
Customer Segmentation
Dashboard
Feedback Management
Knowledge Management
Multi-Channel Collection
Sentiment Analysis
Survey Management
Text Analysis
Trend Analysis
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Integrations
Bitbucket
Desktop.com
Google Drive
Mailchimp
Okta
PagerDuty
PayPal
Stackreaction
Stripe
Trello
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Integrations
Bitbucket
Desktop.com
Google Drive
Mailchimp
Okta
PagerDuty
PayPal
Stackreaction
Stripe
Trello
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