Statements and transactions from every account, on schedule.
Statement downloads, transaction exports, payoff quotes.
How Rindler drives your bank, card, and brokerage portals
Your agents collect statements and transactions from bank, card, and brokerage portals, and pull payoff quotes from servicers. Your team keeps custody and control of every account. Built for lenders, accounting teams, fintechs.
The manual grind today
Lenders, accounting teams, and fintechs pull records from every institution separately: Chase, Bank of America, Charles Schwab, American Express, each with its own login and its own idea of where the statement archive lives. A month of statements across nine accounts is nine sign-ins and nine downloads. A payoff quote means finding the right page in yet another loan-servicer portal. There is no feed behind any of it, so the exporting gets done by hand, account by account.
Download last month's statements from all nine bank accounts.
Download last month's statements from all nine bank accounts.
Export this quarter's transactions from Chase and reconcile them against the ledger.
Pull payoff quotes from each loan-servicer portal.
What your team stops doing by hand
What the agent does
The agent signs in the way your team does and pulls what you ask for: last month's statements across every account, a quarter of Chase transactions for reconciliation, payoff quotes from each servicer. Statements come back saved and labeled by account and period. Transaction exports arrive as a structured table your ledger can ingest, not a PDF someone has to open and re-key. A tenth account simply joins the run.
What comes back
Transaction tables land ready for the ledger, and payoff quotes line up for comparison across servicers. Custody never moves: the accounts and the records stay your team's. These are read-and-export workflows, and nothing gets moved or paid on a portal unless your team explicitly instructs it. Reconciliation, approvals, and every transfer or payment decision happen on your side, in your systems.
Works with
Don't see your portal? We'll map it for you.
- Chase
- Bank of America
- Charles Schwab
- American Express
How we get you live
Read-and-export on the major banks runs in production today, sign-in included: statement downloads and transaction exports across the accounts you connect. Card, brokerage, and loan-servicing portals follow the same pattern, mapped on request.
- 01Map
We map your portal's screens into deterministic actions.
- 02Verify
Our automated verifier runs it against the real site.
- 03Ship
The workflow ships to your team only after it passes.
Curious how Rindler handles Banking & Lending? We’ve already mapped portals you can try.Try our already-mapped sites →
Automate the sites your work depends on.
Talk to us and we'll scope your sites, volume, access, and terms, then tell you exactly what we would deploy.