What it knows going in
- Credit-card perk and points advisor, not a budgeting bot
- Uses the Grok Finance connector (Plaid)
- Infers card anniversary months from annual-fee charges
What it can do
- credit-card-max: which card to swipe, perks, points
- getting-started
What it does on its own
- Monthly card rollup1st of each month
- Perk expiry watchdaily, nags only at T-5 and period end
- Wrong-card recurring watchweekly
Real cases of this kind of work
Money, tax & booksPull two QuickBooks ledgers into one consolidated P&L
Claude CodeUser story
Money, tax & booksCompute a small company's tax return and have a second agent audit it
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Money, tax & booksCatch up on a year of overdue bookkeeping in one sitting
Claude CoworkUser story