30 N Gould St Ste R Sheridan, WY 82801, USA

Automated Multi-Bank Balance Consolidation

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Automated Multi-Bank Balance Consolidation

Designed and implemented an end-to-end RPA solution to automate daily balance retrieval across 34 banks, covering 700+ accounts for 300+ users. The solution handles diverse bank portals, authentication flows, and CAPTCHA scenarios, consolidating validated balances into a centralized Excel report for CFO reporting, eliminating a full-day manual process while improving accuracy, security, and turnaround time.

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