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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.
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.
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?