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Don't use AI for tasks where you don't have the qualifications to verify that the result is correct.

The problem is if you need to verify everything you might as well do it yourself.

I'm not convinced an AI will ever know how to distinguish a personal and business expense from a CSV dump of your credit card too.

If you're going to go down the rabbit hole of creating a CSV, you can already parse and categorize it pretty easily without AI. I've built and have been using https://github.com/nickjj/plutus for a bit now and I've gotten quarterly taxes down to less than 10 minutes.

We've taken the one task that computers are inherently good at and somehow made it worse.