For finance and accounting
Close the books without the portal shift.
Every month-end has a stretch of work that ends in a bank portal, a state tax site, an expense platform, or a desktop accounting package. None of them has an API your team can use, so a person logs in, downloads, re-keys, and confirms.
What the rest of the stack cannot reach.
StitchOps turns that routine into saved workflows that run on a worker VM in your environment, on a schedule or on demand. Describe the task to Stitch, review the steps, run it once as a discovery session, and replay it every period after, with a run log for the auditors.
Portals and desktop packages
Browser, Windows desktop, and file steps in one workflow, so a bank download can land in QuickBooks Desktop without a person in between.
Scheduled and on demand
Run at period end, daily, or when someone asks. Runtime inputs keep one definition reusable across entities.
Credentials stay vaulted
Portal logins are referenced from 1Password, Keeper, or the StitchOps vault and resolved on the worker at run time.
A log for every run
Status, timing, and redacted inputs and outputs on each step. Evidence for the close, and for the auditor.
How it works with your stack.
Step 1
Pick the recurring one
The download, upload, or re-keying task that eats the same hours every period.
Step 2
Scope a proof of value
Systems, inputs, evidence, and confirmation gates, agreed in the workflow audit.
Step 3
Deploy
The agent on a worker VM, outbound TLS only. Credentials into the vault.
Step 4
Replay every period
The discovery session becomes a saved workflow. Add the next entity or portal as a sub-workflow.
How it runs
Described once. Replayed every time.
Tell Stitch the task, review the typed steps, and save it. The agent runs it on a worker VM in your environment with a vaulted credential, and logs every step.
See the platform →What you can finally automate.
Download statements from each bank portal and file them by entity
Pull the state tax filing confirmation and attach it to the close checklist
Enter approved expense batches into a desktop accounting package
Reconcile a vendor portal against the ledger and flag the differences
Rotate a shared portal password and update the password manager
Governance
Ask for it in plain language.
Claude, ChatGPT or Copilot can run these from your existing assistant. The model picks from typed tools; the agent owns the credentials and stops for confirmation on anything destructive.
Connect your assistant →I found a saved workflow for this. Running it on worker-01.
tool call
workflow_offboard_closed_apps
{ "email": "j.doe@example.com" }
Confirmation required
Step 5 deactivates the user in vendor-portal. This cannot be undone by the workflow.
completed in 5.2s
3 portals · 6 steps · evidence: step_05.png, step_11.png, step_17.png
Done. The user is removed from all three portals. Evidence is attached to run_01j8k.
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.