Maybe somewhat similar to what Intuit did for QuickBooks:
What can you do with the Intuit Quickbooks connector to Claude? - Google Search
I had a watercooler discussion going on this and now moving it to the New Idea board. My main issue is that QIF export/import does not offer very much capability for bulk importing transactions. For sales tax tracking, especially for a personal income tax deduction from state and local sales tax where you don't have the nice $25 dollar threshold for keeping receipts like businesses have, this can get pretty tedious. I would like automatic OCR on receipts and matching receipts received by email, but how to get there? Claude Co-work can already do a lot of this, we just need Quicken to open the door.
Helping to fix weird errors in your database or identify changes needed in renaming rules are some other possibilities.
