Daron Pacheco uploaded six months of bank statements to Claude and got back a spreadsheet flagging unused subscriptions, duplicate charges, and a plan to fix his finances. It works for small-business owners who can't afford a real CFO, but watch out for privacy risks.
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Yeah. And I don't have a CFO, like I don't have a chief financial officer. I don't have the funds for it. I don't have the budget for it, obviously, like being a small business. So I am the guy. And so I can sit there and study all of the statements and trends and everything. But I was like, okay, what if I just upload, which use this with caution, by the way, your data will be, on the internet somewhere hidden in a server if you do this. So maybe on the edge of town, maybe hidden right there, literally a few blocks over. Yes. Um, but what I did was I uploaded my bank statements to Claude for like the last 6 months, and I had it act as a CFO, and it built a whole spreadsheet for me of like, hey, these are subscriptions that you're probably not using anymore. These are charging you twice. Go check on those. Here's a game of action to, to make your overall financial snapshot healthier.