Review statements
Import files and see what changed before anything is saved.
npmclovis@1.3.0
Turn your AI agent into your personal CFO.
Clovis lets your agent review statements, reconcile transactions, and answer money questions against records you own. You approve the changes. Your financial data stays on your machine.
npm install -g clovisStatement importsQFX, OFX, CSV
Local control75 read-only actions
Jobs your agent can take off your plate
Statement review, reconciliation, and answers you can trace.
Give your agent the boring, exact parts of bookkeeping: imports, matching, reports, and checks before anything changes.
Reconcile records
Match statement rows to the ledger and flag anything unclear.
Explain the numbers
Ask about balances, cash flow, spending, budgets, and runway.
Keep things tidy
Back up, export, verify, close, and roll back ledger changes.
Start small
Try it with one ledger and one statement.
npm install -g clovisInstall the public npm package for the CLI and MCP server.
CLOVIS_DB=./ledger.db clovis initCreate a local ledger file and choose your currency.
clovis tool refresh_statement --json '{"action":"plan"}'Preview what is new, what may match, and what needs review.
CLOVIS_DB=./ledger.db clovis-mcpPoint your agent at the local ledger through MCP.
Built for local control
Your agent can do the work without owning the books.
Clovis works from local source files, previews changes before saving them, and leaves an audit trail you can inspect.
No bank login
Work from statement files instead of shared credentials.
Local records
Keep your ledger on your machine, not in another finance app.
Preview before commit
See what will change before anything is written.
Backups and rollback
Keep a recovery path for every serious change.
Start with one statement