Portal Fetch: monthly invoice pulls from no-API vendor portals for bookkeepers

The basic idea, scheduled pulls of invoices from vendor portals for accountants, is already on the market. GetMyInvoices and invoicefetcher sell it to tax advisors, Skyvern offers it as an open-source agent with an invoice cookbook, and Booksmate is a new entrant. The open-source YAML recipe library with a paid hosted runner is the weakest idea because Skyvern already fills that role for technical users. The opening is the long tail and the North American small-firm market. The incumbents cover big SaaS and European portals they maintain themselves. A bookkeeper with 30 to 150 US small-business clients mostly needs local utilities, insurers, suppliers, payroll and telecom portals that no catalog includes. A tool that lets the bookkeeper record any portal once and have an agent replay it could serve those clients. Hubdoc dropped portal fetch in 2022 because the connections broke and got blocked, and Xero users still ask for it back. So the product would win on how it handles failures, not on how many portals it supports. That means an MFA handoff to a human, failure screenshots with one-click retry, and per-client billing. It also needs to deliver into QBO/Xero inbox emails and Dext/Hubdoc inboxes rather than replacing them. The Missing Docs Board is worth more bundled with the fetcher than sold as a separate add-on. CollectCue, DocChase and Uku already sell checklists of outstanding documents, but none of them combine that with automated portal pulls and failure triage. Two risks to address: portal terms of service and bot blocking, which killed Hubdoc's fetch, and credential liability for a small vendor.

• GetMyInvoices (fino data services)

  The closest direct competitor. It says it pulls invoices automatically from more than 10,000 online portals, email inboxes and apps, on a retrieval interval you set for each portal login. Files can be passed on to tax advisors and accounting software. It is strongest in the DACH region (Germany, Austria, Switzerland) and is priced at roughly 19 euros a month according to a third-party listing.

• invoicefetcher

  Targets tax advisors and bookkeepers directly. One account gives access to each client's invoices, transfers run every 30 minutes, and it connects to accounting software through a token or OAuth. Also European-focused.

• Skyvern

  An open-source AI browser agent. It ships a Bulk Invoice Downloader cookbook and markets an Invoices Agent (https://skyvern.com/invoices) that logs into vendor portals with stored credentials, handles 2FA and CAPTCHA, and downloads and emails PDFs. This is very close to the Fetch Recipes open-core idea, but it is aimed at developers rather than bookkeepers.

• Booksmate

  A new tool for bookkeepers and accountants. It collects invoices from Amazon, Stripe, Google, Microsoft, PayPal and others through a curated set of monitored portal connections, starting at $13 a month. Capterra shows no reviews yet.

• Hubdoc (Xero)

  Used to fetch bills from hundreds of supplier portals for bookkeepers. Xero retired these connections in April 2022 because banks and suppliers blocked them, keeping only a few direct API connections. Users are still asking for it back on the Xero Ideas forum. This shows there is demand, and also that the work is fragile.

• CollectCue / DocChase / Uku

  Tools for chasing documents and tracking what is missing at month-end in small bookkeeping firms: recurring requests per client and period, status of outstanding items, and reminders. They overlap with the Missing Docs Board as a dashboard, but they collect files from clients rather than fetching them from portals. Uku also fetches bank statements (https://help.getuku.com/en/articles/11727208-how-to-fetch-bank-statements-and-collect-missing-documents).

Checked 2026-10-27