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Financial services and fintech

Automate financial portals, on infrastructure you control

Self-hosted browser infrastructure for account aggregation, payment automation, document extraction and KYC. Credentials and customer financial data never leave your network.

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175M+

Docker pulls

SOC 2

Type II report

99.9%

Uptime commitment

Security & compliance

SOC 2Type IIGDPRCompliantHIPAACompliantDPAAvailable
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Security posture

The blocker is rarely the automation. It's the review.

The workflow gets built in a sprint and then waits on procurement. Self-hosting removes the question that holds it up, because there is no third party in the data path left to assess.

The challenge

Shared cloud infrastructure fails the security review

Automating logged-in access to banks, payroll systems and payment portals means handling credentials and customer financial data. Your InfoSec team has to approve every vendor in that data path, and a shared browser fleet is a hard one to get signed off.

The alternative

Running your own browser fleet

It clears the security review, then becomes a permanent engineering cost. Chrome leaks memory, concurrent sessions fight over CPU, bot detection changes weekly, and the team you hired to build financial products is patching browsers instead.

The solution

Self-hosted Browserless

The same browser infrastructure, running inside your own VPC, on-premises, or air-gapped. Credentials and financial data never leave your network, your existing Puppeteer and Playwright code runs unchanged, and there is no browser fleet to operate.

Compliance summary

Two pages for your security review.

SOC 2, GDPR, HIPAA, self-hosted.
What you get

Production browser infrastructure, deployed on your terms

Everything below runs in the self-hosted enterprise image, inside your own network boundary.

Deployed where your data already lives

  • Docker and Kubernetes, inside your VPC or on-premises
  • Air-gapped deployment is a documented, supported configuration
  • The container makes no outbound calls to run
  • License keys are time-limited and validate offline
  • Scale horizontally across your own cluster

Built for the security questionnaire

  • SOC 2 Type II report available through the Trust Center
  • GDPR compliance, with a DPA available on enterprise plans
  • Regular third-party penetration testing
  • Subprocessor list provided on request
  • SSO and user roles on enterprise plans

Evidence for every automated run

  • Session recording captures the run as a replayable audit trail
  • DOM changes, clicks, keyboard input, console and network activity
  • Screen recordings written straight to your own storage
  • OpenTelemetry export to your existing observability stack
  • Token roles to scope what each service can do
In production

Fintechs already running on Browserless

Three published case studies, in payroll, retirement and open finance.

Use cases

What financial teams automate with Browserless

Every one of these is a workflow behind a login, on a site that was never built to be automated.

Consented account aggregation
Fetch balances and transaction history from institutions that never shipped an API, using credentials your customer has explicitly consented to share.
Payment and transfer automation
Drive payments, transfers and direct deposit changes inside customer portals, holding an authenticated session through multi-step flows and 2FA.
GP portal and data room extraction
Pull statements and capital account documents out of hundreds of investor portals, each with its own login, layout and download quirks.
ERP and bank integration fallback
Cover the long tail of institutions your API integrations do not reach, so one missing endpoint does not become a missing customer.
Underwriting and KYC data gathering
Collect verification data from registries, filings and government portals as part of onboarding, with a recorded trail of what was checked.
Statement and document generation at volume
Render statements, confirmations and disclosure packs as formatted PDFs at production volume, on the same infrastructure that runs your portal automation.
Deployment

Deploy inside your network boundary

Where does the data live? Wherever you put it. Our cloud stores customer data primarily in the United States, and self-hosting removes the question altogether.

Your own Virtual Private Cloud

Run Browserless inside the VPC your financial data already sits in.

On-premises

Deploy on your own hardware when the review says nothing leaves the building.

An air-gapped environment

Docker or Kubernetes with no outbound connectivity required to run.

Zero rewrites

Keep the Puppeteer and Playwright code you already have

Puppeteer and Playwright over WebSocket, BrowserQL, and the core REST endpoints all run in the self-hosted image, with the same request formats as the cloud. Point your existing scripts at your own endpoint and ship. No re-architecture, no new SDK, no migration project to schedule around a release freeze.

// Same Puppeteer code, pointed at your self-hosted Browserless
const browser = await puppeteer.connect({
  browserWSEndpoint:
    'wss://browserless.internal.your-vpc.example/?token=YOUR_API_KEY',
});

const page = await browser.newPage();
await page.goto('https://portal.your-institution.example/login');
// Credentials and customer financial data stay inside your network
APIs

Pick the API that fits the workflow

Carrying HIPAA obligations too?

Benefits reconciliation and claims work stack HIPAA and a BAA on top of everything on this page.

See the healthcare page

Ready to put this in front of your security team?

Talk to us about your deployment, or read how we handle SOC 2 Type II, GDPR and the DPA in the Trust Center.

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