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Intelligent Automation

Large-Scale Document Migration Tool

FastAPIPlaywrightSQLiteReact 18ViteRadix UIAWS S3
Large-Scale Document Migration Tool demo

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Overview

Full-stack document automation tool for bulk financial-document retrieval from web portals, with Playwright-driven downloads, customizable filtering and optional AWS S3 integration.

The Challenge

Retrieving fund and investor documents from a web portal one-by-one doesn't scale when you need thousands of them for a migration or archive project. This tool automates that retrieval with Playwright-driven browser downloads, gives you a full file browser over what's been downloaded, and optionally pushes everything to AWS S3 for cloud backup.

The Solution

Retrieving fund and investor documents from a web portal one-by-one doesn't scale when you need thousands of them for a migration or archive project. This tool automates that retrieval with Playwright-driven browser downloads, gives you a full file browser over what's been downloaded, and optionally pushes everything to AWS S3 for cloud backup.

Key Features

  • ✓Document download: retrieve fund/investor documents by category and year, in bulk or targeted to a specific fund.
  • ✓Real-time progress: visual feedback and notifications during downloads.
  • ✓File management: a full file browser with smart search (filename, path, category, year), file details, and quick re-download actions.
  • ✓Recursive scanning: automatically picks up all subfolders.
  • ✓AWS S3 integration: optional, encrypted-credential cloud backup alongside local storage.
  • ✓Desktop-optimized UI: a wide, tabbed interface built for this specific workflow rather than a generic file manager.

Project Info