A Hubdoc Auto-Fetch alternative for automated bank statement retrieval

If you ran a practice through Hubdoc, you remember Auto-Fetch. It pulled client bank statements, credit-card statements, bills, and invoices straight from the institutions, on its own, every cycle. Then Xero bought Hubdoc, the connections retired one by one, and by 2022 Auto-Fetch was gone.

One Xero Platinum Partner put it plainly: “Hubdoc did a beautiful job, and then all of a sudden it had to be manual again.” DocGenie is what we built to keep that workflow running: broader institution coverage, and connections that don’t give out the way Auto-Fetch’s did.

Why Auto-Fetch went away

Auto-Fetch saved real hours: set it up once, and statements landed in cloud storage every cycle with nobody logging into a bank. After the acquisition, Hubdoc’s priorities moved. The connectors went first, as banks tightened authentication faster than they could keep up, and the product reoriented around receipt and bill capture inside Xero. By 2022 the feature was retired, with no migration path and no replacement.

So firms went back to what Auto-Fetch had spared them: logging into client banks one tab at a time, chasing two-factor codes, waiting on statements that should already be in the close.

What DocGenie does in its place

DocGenie pulls statements, credit-card statements, and other source documents from the institution on a recurring schedule and drops them into the cloud storage you already use, organized by client and period. Connect a client once. The file is in the right folder before you start reconciling, with no chase emails and no client logging in to grab a PDF you’ll wait two days for.

The parts that make it fit a practice rather than a consumer are the ones that don’t show up in a demo. Coverage, first: the connectable institutions run across banks, credit unions, brokerages, insurers, and utilities, and new ones land each week, so the odd credit union one client insists on is usually reachable from the same place as everything else. Then the connectors themselves, engineered from day one against the way banks actually authenticate now: MFA, app-based 2FA, app passwords. It’s the same pressure that broke Auto-Fetch in the first place.

The rest is about where the documents end up. Clients grant viewer-only access; files land in your own Google Drive, OneDrive, Box, or Dropbox, under the controls you already run, encrypted in transit and at rest. Setup doesn’t need an engineer, and nothing sits on a platform you have to log into later. (The full security model is in Built on a foundation of security.) And none of it fights your bank feed. Keep the QBO or Xero feed for the daily signal it’s good at, and let DocGenie handle the thing a feed can’t produce: the institution’s actual statement PDF, the document audit and reconciliation run against.

Whether you have 10 clients or 200, the process is the same; adding one doesn’t add a new way to chase documents, and the hours it used to take go back to advisory work and client conversations. Plans track practice size, from solo bookkeepers on Free or Core to multi-staff firms on Professional or Enterprise, and pricing has the specifics.

Stop chasing statements

Auto-Fetch is gone. Its workflow doesn’t have to be. Pull a statement once, have it keep arriving, on connections built for the way banks guard their doors today. DocGenie picks it up where Hubdoc set it down.