process-my-statements

What problem does it solve?

This Skill eliminates the manual effort of reading bank and credit-card statements and then trying to categorize transactions into accounting codes, producing a spreadsheet your accountant can use.

Core Features & Use Cases

• End-to-end statement processing: Extracts transactions from PDFs, canonicalizes party names, and categorizes them against your locked chart of accounts.
• Safety-first bookkeeping: Uses a Suspense bucket for low-confidence items and never invents new account codes.
• Accounting-ready outputs: Writes a formula-driven Google Sheets workbook (P&L, Transactions, CoA, Recon, and Warnings) via Composio.
• Cross-account transfer detection: Detects inter-account transfers and tags them to exclude from P&L totals.

Quick Start

Attach your bank and credit-card statement PDFs and specify the period you want to process, then ask for a Google Sheets bookkeeping workbook with transactions extracted, categorized, and reconciled.