Loading...
Loading...
Found 2 Skills
Privacy-first planning-only statement export for banks, cards, brokerages, and payment platforms. The LLM builds a manual download checklist with official URLs, suggested date ranges, export formats, and staging directory, but does not use browser tools or browser automation. Use when account files are not on disk yet and the user wants more privacy. CLEAR step: C (Capture)
Smart CSV importer with format auto-detection. Handles major banks in Canada and US, plus payment platforms (Stripe, PayPal, Wise, WeChat Pay, Alipay) and browser-assisted exports gathered through `/cfo-statement-export`. Use when importing bank or credit card CSV exports. CLEAR step: C (Capture)