Intelligent System Orchestration

UiPrime: Put Your Report Downloads
on Autopilot

Stop wasting your team’s valuable time on repetitive Portal downloads. UiPrime automates the heavy lifting—saving you time and money, and freeing your best resources to focus on high-impact, productive work.

UiPrime Workspace

Live Automation Run

RUNNING

1. Data Extraction

2. RPA Engine Processing

0%

3. Excel Ready

Foundation

What Exactly is UiPrime?

It is your ultimate automation builder. UiPrime goes beyond basic tasks, giving you a secure, easy-to-use platform to build custom automated solutions. Connect your systems, centralize your data, and eliminate manual repetition across your entire enterprise.

Universal Secure Single App

A secure environment to centralize and manage all automated tasks, including legacy company reports and new, bespoke enterprise workflows.

User-Built Workflows

Design and build your own multi-step automations with our intuitive workflow builder, connecting business systems and other third-party apps without user intervention.

Extensible Centralized Hub

Securely manage and deploy all locations, credentials, templates, and full custom workflows from one unified location.

BUILT FOR YOUR TEAM'S NEEDS

Built for Your Universal Automation Needs

Reclaim the hours lost to manual, mind-numbing tasks. Whether you need to streamline standard daily operations or design entirely new custom workflows, UiPrime handles the heavy lifting so you don't have to.

Quick & Universal Setup

Configure your varied system integrations, locations, credential profiles, and custom task assignments once, and let the workspace seamlessly manage the rest.

Multi-System Workflow Automation

Go beyond basic RPA. Execute predefined batches or use the upcoming builder to design and run your own custom workflows to handle tasks across multiple platforms automatically.

Advanced Data & Excel Automation

Say goodbye to manual formatting. UiPrime automatically processes multi-source data, applying your custom logic, templates, and formulas to create polished, ready-to-use files.

Background Scheduler

Shift daily operations to timed execution. Schedule your custom workflows and reports to run once, daily, weekly, or monthly, complete with snooze, skip, and auto-start capabilities.

Real-Time Status Dashboard

Never guess if an automated process finished. Track the success rates of all your custom and standard runs with visual dashboard charts, an in-app activity timeline, and daily log files.

Enterprise-Grade Entitlements

Adapts to your specific security and organizational requirements through server-driven entitlements, scaling exactly to what your expanding business needs, far beyond a single industry.

Dashboard Storyline

One dashboard for the full automation loop

UiPrime keeps setup, execution, Excel output, scheduling, and run health visible in one workspace, so teams can move from configuration to status review without switching tools.

UiPrime full dashboard showing profiles, run controls, Excel Automation, Scheduler, current run status and weekly status
1

Profiles & Credentials

Select saved profiles, keep credentials organized, and manage customer locations from the left control area.

2

Add, Edit, Delete Setup

Create new profile configurations, update existing setup, or remove outdated entries from the same dashboard.

3

DMS & Entitlement View

See the active DMS, release, plan type, expiry, task count, success count, and attention count at the top.

4

Run Controls

Choose date range presets, confirm scheduler readiness, and run selected automation batches on demand.

5

Excel & Scheduler Actions

Open Excel Automation for output work, or manage saved schedules for timed execution.

6

Current Run Status

Review completed, ready, and attention items in a visual status chart after each run.

7

Weekly Status

Track completed work and attention items across the week to understand run health quickly.

8

Last Run Confirmation

Use the bottom status line to confirm the latest automation time and completion state.

Operating Flow

Connected from setup to result

UiPrime works like a connected workspace: setup details feed the run, the run creates usable output, and the dashboard keeps the team clear on every result.

Input

Systems, profiles, reports

Output

Files, dashboard, logs

Prepare Setup

Choose source systems, profiles, reports, locations, and folders once.

Run Automation

UiPrime follows the saved run plan and handles repetitive portal or file work.

UiPrime workflow hub

Prepare Output

Templates, filters, formulas, and folders turn raw data into usable files.

Review Status

Dashboard, activity logs, and scheduler status show what needs attention.

Setup Run Excel Monitor
Access & Control

Built for controlled business operations

UiPrime is designed as one customer-facing desktop app with controlled licensing, local setup data, and server-managed system availability.

License-Based Access

Trial, activation, release, and force-logout flows keep access tied to the licensed user and machine.

System Access Controls

Available system options are controlled centrally, so teams only see the automation workflows enabled for them.

Local Customer Setup

Profiles, report mapping, schedules, and paths stay app-adjacent for easier customer support and setup review.

Visible Run State

Dashboard and report status views help operators spot completed, pending, and attention-needed work quickly.

Connect with UiPrime

Ready to Transform Your Business Reporting?

Stop losing hours to manual login repetition and tedious location-wise exports. Let's set up your automated workspace today.

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Help Center

Frequently Asked Questions

Quick answers about UiPrime, automation capabilities, and implementation.

How does the Background Scheduler work?+

It allows you to shift daily operations to timed execution. You can schedule reports to run once, daily, weekly, or monthly, complete with snooze, skip, and auto-start capabilities.

Can it handle multiple locations?+

Yes, you can configure multiple locations and credential profiles once, and the RPA engine will run specific report batches across all of them automatically.

What is the difference between Pro and Basic mode?+

Pro mode offers full system and Excel automation, while Basic mode is tailored for Excel-only operations. Both are managed through server-driven entitlements.

Can reports, locations, or templates be changed later?+

Yes. Your team can update setup details such as locations, credential profiles, download paths, and report selections as operations change.

Where are downloaded reports and Excel outputs saved?+

Files are saved to the configured download and output folders selected during setup, making it easier to keep daily reports organized.