Give your agent the Archive bank statements claw

Reads bank statement mail every day at 07:00, files each statement into a stable drive path, and renames cryptic filenames to a sortable convention. It maintains a per-account-per-month index the reconciliation claw consumes, with no login and no Plaid because the bank already mails what the agent needs. Quiet runs save the index and send nothing.

Finance Financial operations
  • Files bank statement mail into a stable per-account drive path every morning
  • Renames cryptic filenames to a sortable account, year, month convention
  • Maintains the per-account-per-month index the reconciliation claw consumes
  • Needs no login and no Plaid because the bank already mails the statement