WalmartCoupa
CostcoAriba
Home DepotTungsten
Portal directory
Maintain a complete directory of customer portals, linked to the right account, credentials and owner.
Offload customer portal operationsto Rex.
Submit invoices through customer portals within SLA, track acceptance, and escalate rejections the same day.
Rex agent submitting an invoice to a supplier portal
ariba.com / submit-invoice
⋯Invoice number
PO number
Date
Amount (USD)
Drop invoice PDF
Portal work, handled end to end.
PO-44218.pdf
Reconciled · NetSuite
PO fetching
Rex checks for new purchase orders, downloads PDFs, and reconciles them against your ERP.
invoice-INV-59230.pdf
Ref #CNF-MONCY1NX
Invoice delivery
Rex submits invoices, attaches PDFs, completes required fields, and captures confirmations.
Rejected · missing PO
INV-44218 · routed to A. Patel
Exception handling
When something fails, Rex routes the issue to the right person with context.
Walmart · INV-44218
Submitted
Pending
Approved
Paid
Status tracking
Rex monitors portal status after submission — accepted, rejected or pending approval.
Toap@homedepot.com
Re: PO-44218 — status?
Sent · 9:14 am
Customer follow-up
When a PO is missing, rejected, or stalled, Rex follows up by email based on your policies.
Coverage
Built forevery customer portal
Rex supports every major vendor portal and configures custom portals for your team in days.
- 01
Connect your systems.
Connect ERP or CRM to sync invoices and provide portal credentials.
- 02
Review portal directory.
Rex automatically identifies all portals across your customers.
- 03
Set up new portals in days.
Rex captures the workflow with your team and turns it into a reusable procedure.
- 04
End-to-end portal operations.
Rex fetches POs, submits invoices, and monitors status.
- 05
Operators review exceptions.
MFA prompts, rejections, missing POs, and broken credentials route to the right person.
Controls
Controls finance teams can trust.
Credentials
Credential management
Rex stores portal credentials securely, scoped per customer.
MFA
MFA handling
Connect your inbox and Rex will pick up MFA codes automatically.
Access
Scoped system access
Connect only the ERP, CRM, and inbox data needed for the portal workflow.
Alerts
Alerts
Get notified when access breaks, connections fail or credentials expire.
Audit
Audit trail
Every agent job includes a full action trail, reasoning trail, and source data record.
1Password
1Password vault integration
Connect your existing 1Password vault and Rex pulls credentials directly.
From the guides
FAQ
Customer portal questions
Rex supports 130+ portals, including Coupa, SAP Ariba, Tungsten, Tradeshift, Basware, and Procurify. For net-new portals, Rex runs a guided setup and is typically operational within days, subject to portal complexity.
RPA usually depends on fixed scripts. When a portal changes, the workflow breaks. Rex uses browser agents and computer use to execute portal work more flexibly, with exception handling and auditability built in.
Rex can log in, fetch purchase orders, submit invoices, attach PDFs, complete required fields, capture confirmation references, check status, and identify rejection reasons.
Each customer and portal can have its own rules: required attachments, PO matching logic, invoice fields, approval paths, contacts, and follow-up policies. Rex stores those rules and applies them on future runs.
Yes, but only where needed. Rex handles routine work automatically and escalates exceptions such as MFA checkpoints, missing POs, rejected invoices, expired credentials, or unclear portal instructions.
Yes. Every agent job includes an audit trail showing the actions taken, data used, reasoning, result, and any escalation.
Credentials can be managed in Rex or connected through a 1Password vault. Rex can also notify your team when credentials expire or portal access fails.
Customer portal operations,handled by Rex.
Rex runs the manual O2C work your team would otherwise outsource.