I gave Claude my bank CSVs like a CFO — it saved me $10,200 a year
rubenhassid · x · 2026-11-06
A practical workflow: never connect your bank to AI — instead export transaction CSVs to a folder, hand it to Claude to analyze like a CFO, find the problems, and fix them. The author saved $10,200/year for his business while keeping full manual control over his accounts.
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