Accounting and finance
Close the books without the portal clicking.
QuickBooks Desktop, state tax portals, and bank portals have no API. StitchOps still runs them.
What teams here run first.
The close depends on portals that only a person can log into.
Statement downloads
Every bank portal, downloaded for the period before the close starts.
State portal filing status
Filing and payment status across states, in one table.
Client access provisioning
Staff access granted and removed as engagements start and end.
Reconciliations that start in a portal
The portal side pulled into the file the accountant works from.
How it runs
One worker VM. Every system.
The agent on a worker VM inside your network logs into QuickBooks Desktop, state tax portals, and bank portals with vaulted credentials, does the task the way controllers and staff accountants would, and logs every step.
See the platform →Worker
worker-01 · connected
- Windows Server 2022 · signed installer
- outbound only · TLS 1.3 · 0 inbound ports
- unattended session · dedicated VM
Capabilities
- browser
- desktop
- terminal
- file
- ldap / ad
Systems reached today
- QuickBooks Desktopdesktop14
- state tax portalsbrowser9
- bank portalsbrowser6
- expense platformsbrowser22
Secrets
31 references resolved on worker · 0 values sent to control plane
Evidence
Every run, on the record.
Status, timing and redacted results for each step, with the evidence a reviewer asks for attached to the run rather than reconstructed from screenshots later.
How security reviews go →| Run | Workflow | Time | Status |
|---|---|---|---|
| run_01j8k | offboard-closed-apps | 5.2s | ok |
| run_01j8h | rotate-portal-password | 12.4s | ok |
| run_01j8f | access-review-monthly | 188s | ok |
| run_01j8c | orphan-cleanup | 41.0s | failed |
| run_01j89 | oem-report-pull | 58.3s | ok |
Why controllers and staff accountants trust it.
Credentials stay yours
Referenced from your vault or ours, resolved on the worker. The model never sees a value.
Runs in your environment
An outbound-only agent on a dedicated worker VM. Screen content never leaves it.
Evidence on every run
Step-level logs and evidence make each run reviewable.
Start with one workflow that never had an API.
Fifteen minutes on your top three manual processes. We tell you which one to run first.