Bookkeeper

Paste CSV or upload a PDF statement. Claude categorizes each transaction to Schedule C / Schedule E buckets.

1 · Pick entity & account

Entity

Account

2 · Import data

Paste CSV (Chase, US Bank, etc.)

Upload PDF (OCCU, Peak CU)

Tell Claude which account to pull from, expected amounts, or anything else that helps it parse correctly. Notes are saved per entity and auto-loaded on your next import so you don't have to retype them.

Drop a bank statement PDF — Claude reads it directly.

Saved transactions

0 total across 0 entities

No transactions yet. Import above to get started.