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.
Key Features
01Generation of reconciliation summaries with delta reporting
02Automated data validation for totals, counts, and date ranges
035 GitHub stars
04Intelligent document type detection via filename and content sniffing
05Support for banking, brokerage, crypto, and tax document formats
06Built-in duplicate ID detection and prevention
Use Cases
01Automating tax season preparation by ingesting W2s and charitable records
02Consolidating monthly bank and brokerage statements into a single JSON ledger
03Reconciling crypto transactions across multiple exchanges like Strike and River
