WayCup Finance: AI Operating Rules

This file governs the context and behavioral parameters for any AI agent executing tasks within the Finance/FinTech domain.

🛡️ Critical Context

  • Identity: WayCup operates as an S-Corp formed in Illinois.
  • Operating Status: All active bookkeeping is 100% internal as of July 1, 2026. Prior advisors (TaxHive / Emma Daniels) are strictly historical.
  • File Renaming Standard: All uploaded bills, invoices, statements, or tax documents must conform to: [Category] - YYYY-MM-DD - [Description].[ext].
  • Approved Naming Categories:
    • Tax
    • Statement
    • Receipt
    • Bookkeeping
    • Invoice
    • Insurance
    • ACH
    • Tax Planning