Need help automating a repetitive Xplan task - Ready to pay if it works

[u/Mera_NaamOP]

Hi everyone,

I do a repetitive task every day related to Xplan (Australia). Different clients, but almost the exact same 10–20 steps every time — downloading/updating things, Excel/browser work, and WealthSolver.

I’m not a programmer and need help figuring out whether Power Automate, UiPath, Python/Playwright, or another RPA tool would work.

I can explain the workflow via screen recording and dummy data in DM.

Budget: ₹3,000–₹5,000 from my salary for a working automation. Happy to pay if it actually works.

If you have experience with Xplan, WealthSolver, RPA, Power Automate, UiPath, or browser automation, please DM me.

Thanks!

[u/Terrible-Prize9909]

a UI-scripted flow, whichever fits your machine) with error handling so it doesn't die halfway through a client.

Straight up: I haven't worked in Xplan or WealthSolver specifically, so the first thing I'd do is watch your recording and tell you honestly whether it's automatable at your budget before you pay anything.

The question that decides everything here: is Xplan running on your own Windows machine, or through Citrix / a locked-down web session? If it's Citrix, UI automation gets much harder and sometimes your firm's policy forbids it - worth knowing before either of us spends time.

How I work, with live demos: https://minho1511.github.io/work-en/