I've been dealing with this in 2 ways:
1. Put bunch of bank statements pdf in a folder, give a deterministic output for each pdf. Then ask Claude Code to do whatever I want. Good enough.
2. My preferred approach is similar to above but ask it to write a script instead, eg in Ruby. That way I have proper test, 100% guarantee it'll work and no regression. AI is non deterministic by default so asking any kind of agent to give a deterministic output seems unreliable to me. In the end I've turned it into a CLI, and been using it till now.
That's how I use AI. Indirectly to get what I want. Chat, CLI, it's all just a medium.