Automatically Retrieve and Store Online Statements

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Receiving paper statements in the mail is a pain. Especially for those of us who store information electronically. I have stopped receiving paper statements from any vendor that offers this option. I no longer want to have to deal with a physical copy of the statement.

FileThis Connections

However, I do want to save the statement in my electronic filing system. I may need it at a later time. While I could just go to the vendor website and retrieve it when needed, I have found that most keep past statements online for only 18 months.

Retrieving electronic statements by hand takes time. Time I do not want to waste.

Fortunately, I found a service a while ago that automatically retrieves my statements and pushes them to my chosen electronic file cabinet, which for me is Evernote.

FileThis

The service is called FileThis.

Using FileThis, I have connected my bank, credit card company, wireless provider, and utility company. There are several hundred businesses that work with FileThis. There are even some insurance companies on the list.

FileThis scans each company website for new statements posted (once a week, in my case) and downloads them directly to my Evernote account. Automatically!

There are several options for where File This will store your documents. Evernote, Box, Dropbox, Amazon Cloud, within your FileThis account, and directly to your computer.

The best thing about this service is – it just works.

I initially used the free service that allows for up to six connections. A paid plan starts at $20 per year (yes, per year) and allows for 12 connections. I upgraded to the paid service as it allows me to connect to more accounts.

As a side note: Wouldn’t it be nice for your agency to use a service like FileThis to retrieve all new documents from the insurance companies you represent when they become available online? Why try to re-invent the wheel? I am just wondering!

I recommend you check out FileThis for your personal accounts.

What ways have you found to streamline your management of electronic documents? Personally or for your organization?

Please note: I reserve the right to delete comments that are offensive or off-topic.

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2 thoughts on “Automatically Retrieve and Store Online Statements

  1. Steve, we have been working on getting as many of our current client’s email address. As you know it is hard to get in contact if you don’t have their cell phone number and even if you do few answer if they don’t know who is calling. We started using RocketReach to find some of the missing email addresses with some success! I’m wondering if you know of any other such services to look at.

  2. Steve, I jumped on this based on your initial recommendation in 2015. I was looking for this specific solution and so glad you pointed it to me. Manually saving online PDF statements, saving email attachments and scanning paper statements are all such a time suck. I use it for my personal bills and a number of business accounts (i.e. bank statements, credit cards). It does not integrate with everything but it handles a lot (i.e. no Capital One anymore, some utilities and it stopped doing medical insurance EOBs). If you change vendors, you already have stored of prior statements in your file system that are backed up to quickly reference without reactivating your online account to pull them. Then you delete the vendor and add the replacement. It even pulls each of my Amazon purchases by invoice. Also, it will pull all available past statements when you start up your account. That alone is worth the the first $50 a year cost. The only upkeep you have to do is keep an eye on your accounts as sometimes they need to be refreshed or fixed. FileThis won’t pull the documents until you update access through the portal. I believe so much in the product, I became a tiny investor through a funding round through SeedInvest (first and only time I ever did this). When FileThis was acquired in 2020, I doubled my investment.