Match the card statement to receipts and QuickBooks in one sitting
The card statement, the receipt pile, and QuickBooks are three accounts of the same month, and they only agree under interrogation. Agent FM runs the interrogation: every statement line matched to a QuickBooks entry and a receipt in Gmail, with the inbox searched by vendor and amount before anything gets flagged as missing. Lines come back matched, missing a receipt, or missing from the books, on a flags list naming exactly what needs a human. It changes nothing in QuickBooks. Month-end closes on a short list of exceptions, and the shoebox ritual quietly retires.
Match every line on the [month, e.g. July] card statement [where, e.g. the Statement tab] against QuickBooks entries and receipts in Gmail.
Mark each line matched, missing a receipt, or missing from QuickBooks. For missing receipts, search the inbox by vendor and amount before you flag it.
Change nothing in QuickBooks, just build the flags list. Tell me the matched count and list every line that needs a human.
