Use cases
The browser work we take off your team's plate.
Different industries, same pattern: critical systems behind a login, no API, and people paid to move data between them by hand. Here is where we tend to start.
Case study
Insurance form hell, gone.
The problem
Sidecare is a health-insurance broker. Every time it signs a new company, ops has to register that company and every single employee on the insurer's platform — by hand, copy-pasting from Sidecare's back office into a portal that has no API. At scale this was dozens of hours every week of pure transcription, with the data-entry errors that always come with it.
What we built
We mapped the back-office → insurer flow end to end, then built an automation that reads each newly signed contract from Sidecare's back office and registers the company and all of its employees on the insurer platform. Every field is validated before submission, every run is captured, and an ops lead gets a report of exactly what was created.
The outcome
Onboarding that used to take an ops person a full afternoon now runs unattended in minutes. The team stopped copy-pasting and went back to actual broker work.
- Dozens of hrs
- Reclaimed every week
- Same-day
- Company onboarding
- ≈0
- Transcription errors
- 100%
- Runs audited
“The part of the job everyone dreaded just disappeared. New deals get set up the same day now.”
Healthcare
Payer portals, claims, eligibility and credentialing — handled without an army of clerks.
Healthcare runs on portals that were never meant to talk to each other. Eligibility lives in one payer system, claims in another, credentialing in a third — and none of them expose an API. We automate the navigation between them with a full audit trail, so your team works exceptions instead of typing.
Where time goes today
- Logging into a dozen payer portals to check claim status
- Re-keying eligibility data between systems
- Slow, form-driven prior-authorization submissions
- Provider credential checks across state licensing boards
- Reconciling remittance data from portals with no export
What we automate
- Claim submission, tracking and reconciliation
- Eligibility verification across multiple payers
- Prior-authorization monitoring and follow-up
- Provider license and certification verification
Insurance
Carrier portals, policy verification and renewals across systems that don't share data.
Every carrier has its own portal, its own login, its own quirks — and they time out the moment you look away. We keep authenticated sessions alive, navigate each portal like a human operator, and capture every document and decision so compliance has a clean record.
Where time goes today
- Claims processing across dozens of carrier portals
- One-by-one policy verification behind login-gated systems
- Document downloads blocked by portal restrictions
- Duplicate data entry across systems lacking APIs
- Time-consuming compliance checks on regulatory sites
What we automate
- Claims submission and tracking across carriers
- Policy coverage verification and renewals
- Certificate-of-insurance and loss-run collection
- Company and employee registration on insurer platforms
Fintech
Banking portals behind MFA, statement pulls and reconciliation in isolated browsers.
The data your product needs is locked behind logins, MFA and bot detection — with no public API in sight. We run each session in an isolated, sandboxed browser with saved authentication context, so statements, holdings and filings flow in reliably and securely.
Where time goes today
- Financial data locked behind logins with no API
- MFA and session timeouts blocking automated access
- Portfolio data scattered across brokerage platforms
- Compliance documents buried in legacy systems
- Bot detection shutting down naive automation
What we automate
- Statement and transaction-history downloads
- Account and portfolio reconciliation
- SEC / registry filing collection
- Business-registry lookups for onboarding
Data entry
The copy-paste between two systems that never got an integration. We are the integration.
Some of the most expensive work in a company is one person moving data from one screen to another because IT never built the integration. We become that integration — without waiting on either vendor — with validation and audit logging built in.
Where time goes today
- Manual copying between portals that lack APIs
- Repetitive form-filling from spreadsheets and databases
- Typos, wrong fields and missed records
- Integrations stuck in an IT backlog for quarters
- Hours of automatable work, every single week
What we automate
- Portal submissions to vendor and government systems
- Multi-step form completion from a source of truth
- Cross-system data synchronization
- Bulk parallel record processing
KYC / KYB
Pull registry filings, screen sanctions and UBOs, and assemble a review-ready packet.
Onboarding a business customer means touching half a dozen sources that have no API: company registries, sanctions and PEP lists, UBO databases, document vaults. Analysts spend their day tabbing between them and pasting into the onboarding tool. We assemble the whole packet automatically and hand analysts only the exceptions worth a human.
Where time goes today
- Manual lookups across registries (Infogreffe, Companies House, Secretary of State)
- Sanctions and PEP screening across multiple vendor tools
- Beneficial-owner (UBO) tracing by hand
- Downloading and filing incorporation documents
- No consistent audit trail for the regulator
What we automate
- Company filing and officer extraction from registries
- Sanctions / PEP / adverse-media screening
- UBO resolution and ownership-chain capture
- Supporting-document download and packet assembly
- Exception flagging for human review
Don't see your exact workflow?
The pattern is always the same — a login, no API, and a person doing the same thing every day. Tell us about yours and we'll tell you honestly whether it's a fit.