The awesome thing is, if it's something you're interested in, you can basically set this up yourself -- a local AI model, some browser automation, and it does mostly work! It's just a pain to keep running. But it's definitely doable.
I am the kind of geek who doesn't even want a second record of their finances around. My physical bank statements even have a procedure for how long they live until being shredded.
If I were interested in this though, yea, a local LLM would be the only way.
I seriously hope this doesn't happen by the way but yea. This is not for me.