Generate monthly financial statements from account transactions
What it does
Connect all your bank and investment accounts to Muse through Plaid with read-only access. Muse pulls your latest transactions and balances, then generates a complete monthly financial statement.
You review the statement, and if any information is missing, like cash transactions, Muse asks clarifying questions that you answer. The entire process takes about 15 minutes.
Why it's worth it
Monthly statement generation used to take hours of manual work: logging into each account, downloading transactions, categorising them, and compiling everything. Automating it saves you time every month and reduces the chance of missing transactions or making errors.
Get your monthly financial statement ready in 15 minutes instead of hours.
Step by step
Paste it into Muse and swap the highlighted parts for your own details.
Get Muse to:
- Open your Muse chat and say you want to generate your [Month] financial statement.
- Give Muse permission to connect your accounts through Plaid by authenticating [your bank/investment accounts].
- Let Muse pull read-only access to see your transactions, balances, and account details.
- Review the statement Muse generates and answer any questions it asks about missing data like [specific cash transactions or transfers].
- Check that all accounts are included and transactions are correct before approving.
- Tell Muse to save the statement to [your storage location] and report back when it's done.
Expected resultYou get a complete monthly financial statement with all transactions and balances, ready to review and share
