I’m Canadian and have been using https://lunchmoney.app/ for tracking with Plaid integrations.

They have an api and I got llm to write a CLI for it.

That way agent can pretty much pull the data it needs or wants.

One thing I also had it do is build up a series of rules for tagging which then I run a cron for once a day.

Every once in a while I just ask it to look over the rules and make new ones for uncategorized transactions.

(As a side note I think having LLM “memoize” a task through a rule engine or code is really nice pattern)

But once you have the cli with query you can pretty much ask the agent to do anything.