Add Platform

Basic Information

Platform Name * A friendly name to identify this vendor

Username / Email *

Password *

Invoice Page URL Optional but recommended for cloud portals. Examples: Linode https://cloud.linode.com/billing · Atlassian https://admin.atlassian.com/billing (use your org’s billing URL). If blank, the agent looks for Billing/Invoice links after login.

Auto-discover invoice downloads (recommended) When enabled, the agent scrolls the billing page, finds PDF/Excel links and common Download/Export buttons, and tries each — so you can add many vendor sites with only Login URL + Invoice URL, without CSS selectors. Turn off only if a site mis-detects and you want manual selectors only.

Notes

CSS Selectors (Advanced - Optional)

Leave blank to use auto-detection. Only fill these if automatic login doesn't work for this site.

Username Field Selector

Password Field Selector

Invoice Link Selector Link to click to get to the invoices list

Download Button Selector Button/link that downloads the invoice file

Cancel