01Optional automatic data collection from HomeTax, banks, and credit cards via user's own CODEF API keys (BYOK).
02Secure handling of sensitive financial data with Level 2 masking and local storage using SQLite databases.
03Automated generation of financial statements (Balance Sheet, Profit & Loss), cash flow reports, and management dashboards.
04Modular Claude Code skill package for data import, account tagging, tax reporting, and business analytics.
05Wide input support for financial documents including PDFs, CSVs, Excel, and various image formats for OCR.
0613 GitHub stars