CLIENTS
Each company keeps its own accounts, jobs, and learned GL codes, since chart-of-accounts numbers differ company to company. Upload a company's historical transaction export (from Accounting CS -- PDF, XLSX, or CSV) once and it's given to Claude alongside every future statement for that company, so it can learn this company's payee->GL patterns. Bank and credit card are kept completely separate -- each has its own study file, and a card statement is only ever matched against what was learned from card history. Accounts aren't set up here: each one is created the first time a statement for it is converted, named from the bank and account number the statement itself prints.
RESULTS
| ID | Company | Account | File name | Status |
|---|