Routines that stop needing a person
Every page below follows the same shape: the manual process as it happens today, the task that replaces it, what you need to build it, and what a run actually costs in credits. We're working with early users to find out which industries benefit most — if yours isn't here, tell us.
Invoice and payment reconciliation
Pull statements from the banking portal, match them against your accounting app, flag the exceptions and file the rest — every morning, before anyone logs in.
See how it worksComplianceStatutory portal filings and checks
Log in to the portals your business is required to use, fetch statuses, download acknowledgements and file returns on the dates they're due.
See how it worksOperationsVendor and customer onboarding
One form kicks off the whole chain: verify identifiers, create records across every system, request documents and chase the ones that don't arrive.
See how it worksSales & CRMKeep records in sync across silos
Stop re-keying the same customer into three systems. A task carries the data across and reports anything that didn't match.
See how it worksReportingRecurring reports on autopilot
Collect the same numbers from the same five places, assemble the report and email it to the same people — on the same schedule, without a person in the loop.
See how it worksBack officeBulk data entry and lookups
Feed a spreadsheet in and let a task work through it row by row, doing the lookups, entries and downloads a person would otherwise spend a day on.
See how it worksDon't see yours? These six are where we've seen the clearest wins so far, not a limit on what TaskMate can do. If a person on your team can do it in a browser, it can probably become a task.
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