Your agents, inside every bank portal
Cloud browsers, sandboxes and desktops that sign in to bank, card and payments portals, so your agents reconcile, file and onboard without an API.
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BUILT FOR PRODUCTION
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Built for portals that fight automation
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AN EXAMPLE RUN
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One request. A reconciled ledger.
Here’s one example, step by step. Your agent sends a single request. Solari gives each step its own browser or sandbox, started in milliseconds, runs the independent steps side by side and hands back clean results.
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USE CASES
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Reconciliations, filings and onboarding, on autopilot
Reconcile accounts automatically
Enable your agents to reconcile every account without a person in the loop. Solari browsers pull statements from each bank, card and payments portal, and a sandbox matches every transaction to the ledger, flagging only the exceptions.
Onboard customers in minutes
Automatically complete the setup steps that sit between sign-up and go-live. Solari browsers fill in partner, bank and agency portals the moment a customer signs up, so onboarding never waits in a queue.
File and track every renewal
Enable your agents to submit returns, registrations and renewals across state and local portals, then follow each one to confirmation. Solari browsers handle each portal’s forms and sessions, so nothing slips past a deadline.
Keep investor data current
Automatically pull positions, tax lots and activity from brokerage and custodian portals into your system. Solari browsers run on a schedule and sandboxes normalize the data, so client reports are always current.
Collect statements and receipts
Enable your agents to gather every statement and receipt from card issuers and vendor sites, even those that block bots. Solari’s stealth browsers bypass bot detection, so documents arrive on schedule instead of being chased.
Update the ledger and ERP
Automatically post entries and update records in your accounting systems, including desktop-only software. Solari desktops operate the app the way a person would, so books stay accurate without double entry.
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PRODUCTS
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Three tools. One API for every fintech workflow
Browsers, sandboxes and desktops from one API. Give every agent the environment it needs without stitching together separate infrastructure.
Give every agent
a place to work
Browsers, sandboxes and desktops from one API. Start free and scale when you need to.
