Core Features
How It Works
Sapoto automates the tedious work of logging into provider portals and downloading documents. The browser agent runs locally on your machine, guided by an LLM in the cloud that never sees your credentials or files.
Add a Provider
Add any financial portal — your bank, insurance company, SaaS vendor, or utility. Enter your login credentials, which are encrypted and stored locally in your OS keychain (macOS Keychain or Windows Credential Store).
Credentials never leave your device. There is no cloud endpoint for credential storage.
Agent Syncs Your Documents
When you trigger a sync (or on a schedule), Sapoto logs into the provider, navigates to your documents section, and downloads your statements and invoices — just like you would manually.
The browser agent runs on your device. An LLM in the cloud guides navigation, but never sees your credentials or downloaded files.
Documents Saved Locally
Downloaded PDFs and statements are saved directly to a folder on your device. You can configure the output directory, organize by provider, and optionally forward documents via email.
Documents flow directly from the provider to your local disk — they are never routed through our servers.
Scheduling
You can run syncs manually or set up automatic schedules. When scheduled, Sapoto runs in the background at the configured intervals — daily, weekly, or monthly — and downloads any new documents since the last sync.
Scheduled syncs only download new documents. If a statement was already downloaded in a previous run, it won't be downloaded again.
What Sapoto Does
Under the hood, Sapoto performs the same actions you would:
Opens the provider's login page
Fills in your credentials (injected from the OS keychain, never in AI prompts)
Handles 2FA prompts when required
Navigates to the statements or documents section
Identifies and downloads available documents
Saves files to your configured output folder
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