Finance & AccountingOpen accessPublished 3 Oct 2026
Extract income, recurring obligations, cash-flow trends, fees, and factual anomalies from one or more bank statements, with every figure source-linked to the statement line it derives from and flagged for confidence. Use when a consumer, relationship manager, or credit analyst asks to "analyze this bank statement", "summarize my income and recurring bills", "extract cash-flow trends", "total the account fees", or needs a source-linked statement spread for onboarding, servicing, or a credit review. This skill extracts and calculates only; it NEVER makes a lending, credit, affordability, or eligibility decision, NEVER gives personalized financial/investment/tax advice, and …