Tag: categorization
skill
★ 42
Comprehensive financial transaction cleanup and audit
This skill performs a structured, multi-phase audit of financial data, first validating the underlying category taxonomy before detecting miscategorized transactions and identifying missing or misclassified transfers. It ensures robust data…
skill
★ 42
Reconcile Amazon Orders with Copilot Transactions
This skill reconciles Amazon order exports with Copilot Money transactions, automatically categorizing purchases, splitting multi-item shipments, and matching refunds. It processes various CSV schemas to ensure accurate financial ledgering …