This is your guide for using the AI agent that processes your client bank statements. It is very simple. You just type a name and it does the work.

What Does It Do?

Your AI agent reads a client's bank statement and automatically puts every transaction into the right account.

Instead of going through hundreds of lines by hand, you just check the ones it wasn't sure about. That's it.

What the Colours Mean

When you open the Excel file the agent creates, you will see three colours:

Colour What It Means What You Do
🟢 Green The agent is confident. Already coded correctly. Nothing. Leave it.
🟡 Yellow The agent wasn't 100% sure. Needs your eyes. Check and fix if needed.
🟠 Orange Personal transaction or unknown. Parked in Suspense. Code it yourself.

Most rows will be green. You only need to look at yellow and orange.

How to Open the Agent

  1. Find the shortcut on your Desktop called AccountRight Agent
  2. Double-click it
  3. A window will open — this is where you type

If you can't find it on your Desktop, open Claude Code and navigate to your AccountRight-Agent folder.

Processing a Client (Every Time)

Step 1 — Open the agent window (double-click the Desktop shortcut)

Step 2 — Type this and press Enter: