Statements and transactions from every account, on schedule.
Statement downloads, transaction exports, payoff quotes.
How Rindler handles your bank, card, and brokerage portals
Rindler collects statements and transactions from bank, card, and brokerage portals, and pulls 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. None of it arrives on its own, 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 Rindler does
Rindler 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. Transactions come back as a table your ledger can take straight in, not a PDF someone has to open and rekey. A tenth account simply joins the run, and an account that needs reconnecting is named rather than quietly skipped.
What comes back
Transaction tables land ready for the ledger, and payoff quotes line up side by side across servicers. Custody never moves: the accounts and the records stay your team's. This is reading and exporting, and nothing gets moved or paid on a portal unless your team instructs it. Reconciliation, approvals, and every transfer or payment decision happen on your side, in your systems.
Works with
Don't see your portal? Tell us and we will set it up.
- Chase
- Bank of America
- Charles Schwab
- American Express
How we get you running
We have taken Chase end to end ourselves, sign-in through statements, and the Bank of America account graph is mapped. Banking gets set up with you, account by account. Card, brokerage, and loan-servicing portals work the same way.
- 01Set up
We learn your portal end to end.
- 02Check
Our automated verifier runs it against the real site.
- 03Run
It ships to your team, working.
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.
Tell us the sites and the work. We go through them and get them running.