Finetech
How a leading Asian fintech automated 60+ bank portals to eliminate manual errors and streamline financial reporting
In fintech, precision is everything. But when you’re managing funds across dozens of banking partners - with no APIs and no integrations - precision starts to feel unreasonable.
That was the reality for one of Asia’s largest fintech platforms. With partnerships spanning 60 banks across the region, every day brought a mountain of manual work: logging into outdated portals, downloading statements, and reconciling transactions.
Their operations team relied on manual labor to do it all. But when errors started slipping through, they knew it was time for a better approach.
Thousands of Statements, Zero Automation
Each day, their ops team had to:
Log into a bank’s super admin portal
Search for a specific account or entity ID
Filter by the correct timeframe
Download PDF statements one by one
Multiply that by 60+ banks - and you get an entire workforce dedicated to clicking through portals that haven’t changed in a decade.
The stakes were high: a missed statement meant incorrect balances, delayed audits, and major downstream risk.
Human Errors, Systemic Risk
To manage cost, the company outsourced much of this work to lower-cost labor markets. But that came at a price:
Mistakes in filters or account IDs
Missed or duplicated downloads
Gaps in monthly reporting
And when your business moves millions each day, small mistakes become big problems fast.
Browser Agents That Click Like a Person - But Never Miss
With CopyCat, they deployed browser agents that:
Log into each bank portal securely
Search for the right accounts and timeframes
Download statements with 100% accuracy
Feed documents directly into their reconciliation pipeline
No engineers needed. No scripts to maintain. Just bots that follow the same steps a human would—only faster, and without mistakes. What once required full-time headcount across multiple teams now runs quietly in the background.
Bank Portals Aren’t Going Away. But Manual Work Can.
If your team is still relying on people to click through outdated portals, you’re scaling risk—not operations.
CopyCat helps you automate what others can’t: the legacy, the brittle, the API-less.