Bank collections across 6 portals
From 12 people doing manual work to a fully automated pipeline
The challenge
A company was processing collections from six different banks manually. Two people per bank, four hours a day, every day. The work was repetitive, error-prone, and impossible to scale — any new bank relationship meant hiring more people.
How we built it
We started with the highest-volume bank to prove the model, got it running in production within three weeks, then rolled out the remaining five portals over the next month. Each agent was tuned for the specific portal's UI and login flow.
What we built
We built a set of front-end automation agents — one per bank portal. Each agent logs in, navigates the portal, extracts payment data, and downloads the records. A reconciliation agent then matches everything against internal records and flags discrepancies. The entire flow runs unattended, on a schedule.
Results
- 960 hours/month of manual work eliminated
- Fewer errors in reconciliation
- Faster cash visibility — data available same day instead of next day
- Every run tracked and auditable in Mesh
How Mesh monitors this
All six agents report to Mesh. The ops team sees a single dashboard with run status, records processed, and error rates per bank. When one bank changed their portal layout, Mesh flagged the failure immediately and we patched the agent the same day.