Moneta Financial Ingest
Automates the ingestion and normalization of diverse financial documents into the Moneta accounting system.
Moneta-ingest is a comprehensive Claude Code skill designed to streamline financial data management by automatically parsing documents from multiple sources into a unified system. It intelligently identifies document types—including bank statements, crypto exchange exports, and tax forms—and executes specialized parsers to extract and normalize data. Beyond simple extraction, the skill performs rigorous validation on totals and date ranges, prevents duplicate entries, and generates detailed reconciliation summaries. This tool is essential for users looking to maintain high-integrity financial records across platforms like BofA, Robinhood, and Strike without manual data entry.