像簿记员一样整理个人财务
Clean up personal finances like a bookkeeper
一名注册会计师机器人登录了经纪公司和Venmo账户，下载了账单，分类了支出，匹配了收据，并准备了TurboTax修正说明.
做了什么
The CPA Bot received login access to Vanguard, Fidelity, Morgan Stanley, Venmo, accounting software, and Evernote. It downloaded hundreds of statements on its own, compared the 2024 return to IRS records, found duplicate charges and misclassifications, matched Lowe's receipts, traced transfers, sorted rental expenses into repairs versus improvements, read and tagged scanned receipts across 5000 notes, and pieced together lot costs from bank records, Venmo notes, a deed, and a shared spreadsheet. It produced ready-to-import fix files and step-by-step TurboTax amendment instructions for the user to apply.
效果如何
It saved over a hundred hours, caught missed interest on a Morgan Stanley 1099 before any IRS notice, and organized the finances more thoroughly than a human CPA.
值得注意
Best for occasional large cleanups, not monthly use.
试试这个 Prompt
Act as a bookkeeper for my personal finances for [tax year]. With me signed in, go through [brokerage, Venmo, and other accounts], download the statements, classify each expense into [categories], and match them to the receipts in [folder]. Produce a spreadsheet of the results plus a list of items that need my attention, and if an amended return looks necessary, write step-by-step instructions for [tax software]. Don't submit, file, or change anything in any account without showing me first.