What is finance-process?

A financial document-processing command for extracting transactions from bank-statement PDFs and combining data from CSV or Excel files. It can also convert statements and check the quality of the extracted data.

Use it to extract dates, descriptions, amounts, and balances from statements, consolidate multiple files, remove duplicates, standardize columns, and verify totals.

It removes repetitive manual entry and cleanup when financial records come in different formats. Validation helps find missing transactions, duplicate records, and balance errors.

How ronnycoding/my-personal-assistant configures Claude Code

Reuse

Borrowing it

Nothing to install: this file belongs to ronnycoding/my-personal-assistant. Take a copy, put it at the same path in your own repository, and replace the rules that are about this project with yours.

Copy the file

curl -O https://raw.githubusercontent.com/ronnycoding/my-personal-assistant/main/.claude/commands/finance-process.md

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.

README.md

[![agentmods](https://agentmods.dev/badge/commands/ronnycoding/my-personal-assistant/finance-process/github.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/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

Your own site · 80×15

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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. A grade says what 26 rules found in the file — not that it is safe.

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.

Model	Per session	Once invoked
Fable 5.1	$0.00000	$0.01230
Opus 5.5	$0.00000	$0.00492
Sonnet 5.5	$0.00000	$0.00246
Haiku 4.5	$0.00000	$0.00123

Measured 2mo ago against content hash 4733498ae1c4, method: parsed. Prices are Anthropic first-party input rates as of 2026-10-07, 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 2mo 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.

2mo 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 12mo 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.

Documents Finance and fintech PDF Spreadsheets

finance-process next to 6 commands from other repositories
Mod	Type	Stars	Last push	Licence	Scan	Tokens	Works with
finance-processronnycoding/my-personal-assistant	Command	12	12mo ago	MIT	A	0	Claude Code
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batch-fillGetEmboss-ai/emboss-claude-plugin	Command	0	8d ago	MIT	A	12	Claude Code
cleanlocalplugins/plugins	Command	5	3mo ago	MIT	A	17	Claude Code
expense-reportjwiegley/claude-prompts	Command	20	1mo ago	none	A	9	Claude Code
extractdanielrosehill/Claude-Purchasing-Plugin	Command	2	2mo ago	none	A	0	Claude Code

my-personal-assistant: Command for Claude Code