Parse statements, log expenses, check balances. Every one is ready to run, and you can adjust it in plain language.
Reconcile API records by ID and export a current analysis table.
Your shared spreadsheet stays current with the latest JSON feed. Get a matching CSV and a report of what changed.
Deliver checked data extracts to colleagues each month.
Get a dated CSV and row count in your shared folder every month, or an error note explaining why the export stopped.