Solutions
Portal automation for the logins, downloads, and data entry
A lot of office work runs through websites that were never built to talk to anything else. Someone logs into a carrier, bank, or vendor portal, finds the right report, downloads it, and types the numbers into a spreadsheet — then does it again tomorrow. We automate that.
The portal work that fills the week
Portal work is rarely one big task. It is the same handful of steps repeated across several sites: sign in, click through to the same screen, export or copy a table, rename the file, paste figures into a workbook, and move on to the next portal. It is careful work, and it is exactly the kind of work that should run on its own.
What portal automation handles
- Signing into the portals your team already uses, on a schedule
- Downloading the same statements, remittances, and reports each cycle
- Reading tables straight off the page when a portal has no export button
- Copying figures into your spreadsheet or the next system in line
- Renaming and filing downloads so the next person can find them
Built for the portals you already have
Most of these sites have no API, so we build with Python and browser automation that works the portal the way your team does today. Nothing changes on the portal side, and you do not have to switch software. We build around one workflow first, then add the next portal once the first one runs.
When a run does not go cleanly
Portals change. If a login fails, a page layout moves, or a figure does not look right, the run stops and flags the item for review instead of filling in a guess.
Where the data goes next
Portal downloads usually feed something else. Payment files can go straight into payment reconciliation, and statement PDFs and document packets into document automation. Tell us which portals your team logs into from the contact section, and we will say plainly whether we can automate them.