Reconciles bank statements and receipts, analyzes spending patterns, flags suspicious activities, and detects duplicate transactions. Answers personal finance questions via MCP. Use when the user: uploads bank statements, CSVs, or receipts; asks about spending habits, expenses, or budgets; requests a spending breakdown for a date range; or asks any question about their financial data. Trigger terms: "reconcile", "spending", "expenses", "insights", "transactions", "budget".
2026-03-29
