Add each vendor with Login URL + credentials + Invoice/billing page URL
Leave Auto-discover on (default): the agent scrolls the page and tries PDF/links and Download buttons without manual CSS
Add as many platforms as you need — each run logs in and downloads from every enabled site, then emails attachments in one batch
MFA: agent posts to a Teams channel (Incoming Webhook) with a link — you open the link and paste the code (Teams chat reply alone does not deliver the code). Set MFA_NOTIFY_EMAIL=false in .env for Teams-only, no duplicate email
Use CSS selectors only if a site still fails (CAPTCHA still blocks automation)
The agent will login, navigate to invoices, and download any new PDFs/Excel files
Downloaded invoices are forwarded to your accounts team automatically