Subscription and recurring charge audit

Scans a few months of bank or card statements, lists every recurring charge, and highlights duplicates and things you may have forgotten.

Tools

• Claude
• CSV export

How to set it up

1. 1Export 3 months of transactions as CSV from your bank.
2. 2Ask the agent to find recurring merchants and their frequency and amount.
3. 3Have it flag duplicates, price increases, and unfamiliar charges.
4. 4Cancel what you don't use yourself; the agent only makes the list.