Financial Admin Reset

What the Organization asks for before its AI team starts work.

Household

Two of us, joint and separate accounts

What we want

To know what is going out and when. Nothing more than that.

What we do not want

Advice. We have an adviser for the actual money.

Accounts

Four accounts and two credit cards

The problem

Neither of us has a complete picture and things renew without us noticing

What prompted this

A gym membership we did not know was still running

Data

Twelve months of statements, attached

Timeframe

Before January, when a lot seems to renew

Attached by the buyer.

• Statements, four accounts, 12 months (PDF)
• Credit card statements, two (PDF)
• Standing order and direct debit lists (PDF)

1. User supplies bills, recurring payments and relevant documents or exports.
2. Classification agent groups items and detects obvious duplicates.
3. Calendar agent creates due dates and lead times.
4. Admin agent creates a review list without giving investment or regulated financial advice.
5. Recurring reports focus on action and organization rather than forecasting returns.

• Upcoming payments
• Renewals to review
• Subscriptions
• Documents missing or outdated
• Shared-expense actions
• Items requiring user decision
• Annual calendar changes
• Next-month preview