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Finance Manager

Reads the statements you upload to your own Claude each month and reports where money goes and what to look at. It is a plain downloadable skill with no connector: no bank connection, and nothing it reads ever reaches Knorra. Its output is a summary, not financial advice.

Anyone who wants a monthly view of their spending without connecting a bank.

Works inQuickBooksXeroStripeGoogle DriveBooks, payments, files

What it does

  • Reads statements you upload as PDF, CSV or spreadsheet files
  • Sorts every transaction into plain categories
  • Lists recurring payments with their yearly cost
  • Points out up to five things worth a look
  • Keeps everything inside your own Claude

What you must have

Every tool, plan and permission this flow needs, with what it costs you.

  • A Claude plan that can read files

    You upload statements into a chat each month.

    Cost to you: Your existing Claude subscription.

  • Your statements as files

    Download them from your bank or card provider as PDF or CSV. There is no bank connection.

    Cost to you: Free.

What waits for your yes

Nothing goes out from this flow. It reads your statements and writes a summary inside your own Claude.

When it runs

It runs when you ask it to. You can add a monthly reminder during setup.

What it reports

Nothing. This flow never reports to Knorra and has no dashboard card.

Version 1.0.0, released 12/11/2026. Changelog