AI Browser Agents for Portals and Legacy Systems
Let an AI agent handle the portals your team logs into all day
Some of the slowest work in a business happens in a browser tab: checking insurance eligibility, pulling statements from supplier portals, filing forms on government sites, updating a carrier portal one shipment at a time. These systems rarely offer an API, so ordinary automation cannot reach them. We build browser agents that log in with their own credentials, find what they need, fill in the forms, download the files and put the results where your team works. They retry when a site is slow and stop for a person when something looks wrong.
- 01
Portal lookups and form filing done in the background, around the clock
- 02
Results filed into your systems instead of copied by hand
- 03
A screenshot and log of every step, so you can see exactly what happened
- 04
Your team freed from repetitive logins and copy-paste
What it covers
Portal navigation
Agents that log in, search, read tables and fill in multi-step forms on insurance, carrier, bank, supplier and government websites.
Downloads and uploads
Statements, remittances, proofs of delivery and reports downloaded and filed, and documents uploaded where a portal asks for them.
Resilient by design
When a page layout changes, the AI reads the page the way a person would instead of breaking on a moved button, and alerts us when it cannot.
Secure credentials
Logins kept in a secrets vault on your account, with multi-factor codes handled through an approved method, never in a spreadsheet.
Full audit trail
Each run recorded with screenshots and a step log, so anyone can check what the agent saw and did.
What lands in your hands
Everything is built on your accounts and handed over with documentation. You own it from the first day.
- 1Browser agents for each portal and task in scope, running on your cloud account
- 2A schedule or trigger for each task, such as nightly, hourly or on a new record
- 3A dashboard of runs, results and failures, with screenshots
- 4Documentation of every portal, login and step
Asked before we start
Many portals allow it, some restrict it in their terms. We review the terms of each portal with you before we build and do not automate any portal that forbids it.
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