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- Use cases
Where it applies
Anywhere the work is behind a login and there is no API.
The pattern is the same in every case: a person signs into a portal, clicks through the same sequence, and moves data out. It repeats monthly or daily, it is too specific for a vendor to have solved, and the site will never expose an API, because it has no reason to build one.
The pattern we automate
Almost every use case on this page is one of four movements. Recognise yours in the list below and the rest of the site will describe it precisely.
- Pull: retrieve a statement, report, remittance advice or status page and land it somewhere you can query.
- Push: submit a filing, an invoice, a claim, a renewal or an attestation through a form nobody will ever expose programmatically.
- Reconcile: sign in to two systems that do not know about each other and compare what each one says.
- Monitor: watch for a change: a status flip, a new document, a deadline approaching.
What makes these hard is not the clicking. It is that the front door is a login, often with MFA, increasingly with SSO, and always with a session the site can revoke at will.
What we do not do
We are deliberately narrow, and saying so saves everyone time.
- We do not bypass authentication, solve CAPTCHAs to gain initial access, or circumvent a site’s bot protection. The human signs in during capture. We replay what the site then granted.
- We do not scrape public pages at scale. If the data is public, use a normal crawler. It is cheaper and you do not need us.
- We do not help violate terms of service. If a portal prohibits automated access in a way that binds you, that is your contract to honour, and we will not design around it.
In practice the sites our customers automate are ones they are entitled to access, their own tax filings, their own bank statements, their own claims, and the only obstacle is that the site offers no programmatic door.
Pick the one that sounds like your month
- 01 Tax & statutory portals GST, income tax, MCA, EPFO. Monthly filings that are pure repetition.
- 02 Internal tools behind SSO Admin panels and back-offices nobody will ever expose programmatically.
- 03 Vendor & supplier portals Pull invoices, push POs, reconcile statements across dozens of logins.
- 04 Banking & reconciliation Statement downloads, payment status, multi-account sweeps.
- 05 Insurance & claims Claim status, document submission, broker dashboards.
- 06 Healthcare payer portals Eligibility checks and remittance advice, without a clearinghouse.
- 07 Government filings & licences Renewals, attestations, status checks on public portals.
- 08 Lead & market research Data that exists only for logged-in members of an association or exchange.
- 09 E‑commerce seller dashboards Settlement reports, inventory, returns — per marketplace, per region.
- 10 Legacy back office Green screens and intranet apps that predate the concept of an API.
Your portal is not on the list. It almost certainly still fits. The list is a sample of the ten we see most, not a boundary on what the runtime can drive.
Not sure yours fits?
Describe the workflow in two sentences. We’ll tell you straight whether it does.