Web & Portal Automation

Vendor portal automation, without the data entry

A managed AI agent that logs into the vendor and supplier portals that have no API, reads what's there, and keys data in and out for you — so nobody on your team lives in a browser tab all day.

No API needed
browser-native automation
Every portal
logins · forms · downloads
From $2K
build · co-managed run
The storm

Death by a thousand logins

Half your back office runs on portals you don't control — supplier sites, customer procurement systems, carrier dashboards — none of which offer an API. So a person logs in, clicks through, copies numbers into a spreadsheet, and does it again tomorrow.

  • Staff manually logging into a dozen vendor portals every day to pull orders, ASNs, and invoices.
  • Re-keying portal data into your ERP or spreadsheets — slow, and error-prone.
  • Missed portal deadlines (acknowledgements, chargebacks) because nobody checked in time.
  • No API means off-the-shelf integration tools simply can't touch these systems.
Who it's for

As a Operations Manager, I need to stop my team from living inside vendor portals all day.

As a Office / Admin Manager, I need to get portal data into our system without manual re-keying.

As a Owner / Founder, I need to scale order volume without hiring another data-entry clerk.

What the agent does

What the agent does

We map the exact portal clicks your team does today, then build an agent that drives the browser the same way — with logins, MFA handling, and exception alerts — and co-manage it so it keeps working when the portal changes.

  1. 01

    Log in securely

    The agent authenticates into each portal — handling sessions and MFA — using credentials you control.

  2. 02

    Read the screen

    It reads orders, invoices, statuses, and documents straight from the page, no API required.

  3. 03

    Key data in and out

    It submits acknowledgements, fills forms, and uploads documents — exactly the steps your staff do by hand.

  4. 04

    Sync to your systems

    Extracted data flows into your ERP, spreadsheet, or database so there's one source of truth.

  5. 05

    Flag the exceptions

    Anything unexpected — a price mismatch, a failed login, a new portal layout — routes to a person with context.

The build spec
AI Agent

Wires into

  • Supplier & vendor portals
  • Customer procurement portals
  • Carrier / logistics dashboards
  • Your ERP or spreadsheet

What it does

  • Authenticated login + MFA
  • Read orders/invoices/statuses
  • Form fill & document upload
  • Two-way sync to your systems

What's included

  • Process mapping of each portal
  • Browser automation build
  • Credential vaulting
  • Exception monitoring & break/fix
2 slots$2,000 build$300/mo managed(priced from the live quote catalog · the Process Blueprint is free)
Exceptions only
your team reviews, the agent does the clicking

Portal work is pure repetition — the perfect thing to hand off. Multiply the minutes per portal visit by the number of visits a week and you have your payback; add the chargebacks and missed deadlines you stop eating.

Run the numbers in the ROI calculator

Questions, answered

What if the portal has no API?

That's exactly the case this solves. The agent drives a real browser the way a person does — logging in, reading the page, and entering data — so it works with portals that have no integration option at all.

How does it handle logins and MFA?

Credentials are vaulted and never hardcoded. The agent handles sessions and common MFA flows; where a human approval is required, it pauses and routes to your team.

What happens when the portal changes its layout?

We co-manage the agent in production and monitor it. When a portal changes, the agent flags it and we adjust — you don't get a silent breakage.

How fast can it go live?

Most builds go from process mapping to a live agent in days, starting with a free Process Blueprint.

Get your team out of the browser

Start with a free Process Blueprint: we map your portal workflows end-to-end and show you exactly what an agent would take off your team's plate — no commitment.