Let a bookkeeper agent untangle years of personal finances

Mark Riggins (@Ojenta on X) gave a bot he calls his CPA Bot access to his money accounts and spent a few days letting it work. It logged in to Vanguard, Fidelity, Morgan Stanley, and Venmo, pulled hundreds of statements, and traced where each transfer came from. It checked his 2024 return against IRS records and found bank interest he never reported, then gave him the steps to fix it in TurboTax. In his books, it found duplicate charges and misfiled expenses and made files he could import. It also sorted over 5,000 Evernote notes and worked out what a land deal with a friend really cost. He says it saved him over a hundred hours. He'd use it for big cleanups, not every month.