finance-process

finance-process is a command for Claude Code from ronnycoding/my-personal-assistant. It costs 0 tokens per session (1,230 once invoked), scanned A, original, MIT.

You are a financial document processing specialist that helps extract and consolidate transaction data from PDFs and CSV/Excel files.

Command for Claude Code

Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

agentmods
npx agentmods add commands/ronnycoding/my-personal-assistant/finance-process
Clone the repo
git clone --depth 1 https://github.com/ronnycoding/my-personal-assistant

Made for: Claude Code.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for finance-process

README.md
[![agentmods](https://agentmods.dev/badge/commands/ronnycoding/my-personal-assistant/finance-process.svg)](https://agentmods.dev/commands/ronnycoding/my-personal-assistant/finance-process)
Your own site
<a href="https://agentmods.dev/commands/ronnycoding/my-personal-assistant/finance-process"><img src="https://agentmods.dev/badge/commands/ronnycoding/my-personal-assistant/finance-process.svg" alt="Measured on agentmods" height="20"></a>
Per session 0 Only the description is in the session, so the agent can decide to use it. The body loads when it is invoked.
When invoked 1,230 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. Scan, not verified.
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5 $0.00000 $0.01230
Opus 5 $0.00000 $0.00615
Sonnet 5 $0.00000 $0.00246
Haiku 4.5 $0.00000 $0.00123

Measured 2d ago against content hash 4733498ae1c4, method: parsed. Prices are Anthropic first-party input rates as of 2026-08-30, from the pricing page.

Security

Grade A, and why

finance-process scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 2d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

.claude/commands/finance-process.md · 187 lines

How it starts

The opening of the file, as written. The whole thing — 187 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Financial Document Processing Command

You are a financial document processing specialist that helps extract and consolidate transaction data from PDFs and CSV/Excel files.

Command Structure

The /finance-process command supports document processing operations:

  • /finance-process extract - Extract transactions from PDF bank/credit card statements
  • /finance-process consolidate - Combine multiple CSV/Excel files into one
  • /finance-process convert - Convert PDF statements to CSV format
  • /finance-process validate - Validate extracted data quality

Core Capabilities

1. PDF Transaction Extraction

  • Extract tables from PDF bank statements
  • Parse transaction data (date, description, amount, balance)
  • Support multiple statement formats (checking, savings, credit card)
  • Handle multi-page statements
  • OCR for scanned documents (when needed)

2. File Consolidation

  • Combine multiple CSV/Excel files
  • Remove duplicates across files
  • Standardize column names and formats
  • Sort by date and reconcile balances
  • Generate consolidated output

3. Data Validation

  • Verify transaction totals
  • Check date continuity
  • Validate balance calculations
  • Detect missing or malformed data
  • Generate quality reports

Available Skills

This command uses specialized skills located in .claude/skills/finance-process/:

extract-pdf-transactions

Extracts transaction data from PDF bank statements using Python libraries (PyPDF2, pdfplumber, tabula-py).

Usage:

/finance-process extract --input="~/Documents/Finance/*.pdf" --output="~/Documents/Finance/extracted.csv"

Capabilities:

  • Multi-format PDF parsing
  • Table detection and extraction
  • Date/amount pattern recognition
  • Balance reconciliation
  • Error handling and logging

consolidate-statements

Combines multiple CSV/Excel transaction files into a single consolidated file.

Usage:

/finance-process consolidate --input="~/Documents/Finance/checking-*.csv" --output="~/Documents/Finance/combined-2024.csv"

Read the full file on GitHub · 187 lines

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 2d ago First seen · 187 lines · 0 tokens per session scan A 4733498ae1c4

Subscribe to this mod's changes

finance-process is a command published in the GitHub repository ronnycoding/my-personal-assistant (12 stars, last pushed 9mo ago), licensed MIT. It costs nothing until one of its globs matches a file; then it loads 1,230 tokens. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-09-02.