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Sharepoint

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Plaid

Coming soon!

Dropbox

How it Works

Don't see your tools listed? Reach out to us here and let us know! We are always looking to add support for new platforms.

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File and Format

Our filing system, built around your exact structure, formats and moves documents into their locations, automatically creating new folders if needed.

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Download

Our API securely downloads documents from your source environment with custom filters.

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Notify

Fully customizable notifications are sent out after each run with a breakdown of documents that link directly to your storage system for easy access.

Save hours moving documents every week

We fetch, format, and file all your documents behind the scenes, and notify you when it’s finished according to your exact folder structure and requirements.

Document Filing SideKar

Eliminate filing errors and delays

Boost efficiency of your existing tools

Before SideKar:

200+ investment documents per month

Frequent delays and filing errors

15+ hours per month of manual filing

$2,000+ per month in direct labor cost 

(not including lost productivity)

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After SideKar:

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100% automated delivery and filing

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Instant availability for reporting and reviews

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Hours saved and repurposed every month

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Always accurate with no manual effort

In Action: Real Impact for a Family Office

These figures reflect the actual workload and impacted experienced by one of our users. Client name has been omitted for confidentiality.

Ready to Automate Your Document Filing?

Stop wasting hours on manual document management. Let our Document Filing SideKar handle it all.

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