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FinHelp-Financial-Assistant--GEN-AI

Overview

This project is a comprehensive Finance Analysis Dashboard built using Llama2, Plotly Express, and OCR capabilities. The application offers a set of features including a Finance Assistive Chat, Financial Report Analysis, and an Expense Analysis Dashboard.

Features

Finance Assistive Chat

  • Interactive Chat Interface: Engage in a conversational interface for financial queries with the integrated Ollama model.
  • Chat History: User interactions are logged, providing a history of conversations.
  • Clear and Save History: Easily clear the chat history or save it to a file for reference.

Financial Report Analysis

  • OCR Capabilities: Upload images containing financial data for Optical Character Recognition (OCR).
  • Model Invocation: Invoke the Ollama model to analyze the OCR results and provide insights.
  • Image Display: Visualize the uploaded image, OCR results, and model outputs for a complete understanding.

Expense Analysis Dashboard

  • Visual Insights: Explore interactive charts and visualizations for a comprehensive financial overview.
  • Yearly Breakdown: View income and expense breakdowns for the years 2022 and 2023.
  • Monthly Trends: Analyze monthly trends with bar charts and pie charts.

Getting Started

Follow these steps to set up and run the application locally.

Prerequisites

  • Install Python (>=3.6)

  • Install required dependencies:

    pip install streamlit plotly pandas numpy pillow pytesseract langchain_community
    

Run the Streamlit app:

streamlit run your_app_name.py

Usage

  1. Choose a feature from the sidebar menu: Finance Assistive Chat, Financial Report Analysis, or Expense Analysis Dashboard.
  2. Follow the instructions on the Streamlit app to perform the desired actions.

License

This project is licensed under the MIT License - see the LICENSE file for details.

Support

For any inquiries or issues, please contact rupinajay@gmail.com, sansitakarthik2005@gmail.com, sajan369a@gmail.com, rohithsnuchennai2026@gmail.com

About

FinHelp is a multifunctional financial assistant powered by AI. It offers features like interactive chat, OCR-based report analysis, and expense dashboard for comprehensive finance management.

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