Trust Account Hygiene Check

The spec — copy this

Set up a new bot for me that runs monthly, read-only. Walk me through connecting my accounting system, then configure it: review trust activity for the patterns that cause problems — client ledgers with negative balances, funds held past my aging threshold with no disbursement, settlement proceeds sitting undistributed, unreconciled items, transfers between client ledgers, and earned fees not moved out — and produce an exceptions report with the client ledger, the amount, the age, and what to check. It never moves money, never adjusts an entry, and never touches the live books. Ask me for my aging thresholds, my reconciliation schedule, and who receives the report, run it against a closed period I have already reconciled so I can confirm it finds nothing I do not already know about, then save it.