Web agents are automated agents that fetch files on your behalf and deliver them to the File library. Instead of logging into supplier portals or checking email inboxes manually, a web agent does it for you — on a schedule or whenever a trigger fires.
Web agents navigate to external websites — such as supplier portals or platform dashboards — to download invoice PDFs or CSV files. They run on a set schedule (for example, every weekday morning) or can be triggered manually.
Email agents work the same way but are triggered by incoming email. When an invoice or document arrives in a monitored inbox, the agent picks it up and uploads it to the File library automatically.
Web agents are set up by the Accounting Assistant operations team. To get one configured for your account, contact the team and provide:
The operations team will build and deploy the agent for you. Once it is live, it will appear in your Web agents list and start running automatically.
The All agents tab shows every agent in your account with its schedule, the time of its latest run, and its current status. Each agent can be run manually at any time using the ▶ button, regardless of its schedule.