Credit Card Statement Poster

Credit Card Statement Poster is designed for a specific recurring job: a finance ops agent that monitors a shared statements folder for new credit card PDFs, extracts every transaction with OCR, classifies each line to an expense account using historical postings from your ERP, and creates a consolidated journal entry debiting expense accounts and crediting the card liability. Lines that fall below a confidence threshold are routed to a review queue instead of being posted. After each run, the agent emails a posting summary with totals, the journal entry reference, mapping accuracy, and any rows that need human review. It deduplicates against previously processed statement files so the same statement never posts twice. The agent page keeps the workflow concrete by showing the connected apps, the input a team can give Twin, and the output the run is expected to produce.

A team can start from this public template, adjust the instructions, connect the relevant accounts, and schedule the agent once the review path is clear. That makes it useful for repeatable work where the same research, update, summary, or follow-up needs to happen again.

In this setup Twin uses Google Drive, Xero, and Google Sheets as source systems, action targets, or reporting destinations. The agent can combine those tools with browser automation and API calls when the workflow crosses systems.