Turn bank statements into tax-ready payee tables
Have an agent convert monthly bank statements into a spreadsheet grouped by payee and category for tax prep.
- What they did
- A user set up Hermes for local use and ran it in Unsloth Studio with qwen 3.6 35B. They gave it downloaded monthly bank statements and asked it to transform the files into spreadsheets for tax work. The agent summarized the transactions by payee and sorted them into categories.
- How it went
- It produced the payee summaries and category labels they needed for taxes. No accuracy measure, checking workflow, or specific error was reported.
- Tips
- Keeping the workflow local is a practical way to handle sensitive financial records. Ask for a separate review list for unclear transactions so you can check them yourself.
Try it yourself with Hermes Agent
I have monthly bank statement files in [folder path]. Read them and build a spreadsheet for [tax year] with one row per transaction, including date, payee, amount, and a tax category. Also make a second tab that totals spending by payee and by category. If any item is hard to classify, put it in a separate review list and stop before any irreversible action such as deleting, sending, or submitting anything. Leave the original files unchanged.
Fill in the [brackets]. Agents can make mistakes, so review anything before it is sent, paid or deleted.
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