Transform Bank Statements with FinGenius AI Finance AdvisorTransform Bank Statements with FinGenius AI Finance Advisor
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FinGenius — AI Personal Finance Advisor
Upload your real bank statement → get an instant dashboard and chat with an AI advisor grounded in your actual spending. FinGenius turns a raw bank statement into an instant financial dashboard and a conversational AI advisor that answers from your real numbers — "where's my money going?", "what's my biggest expense?", "where can I cut back?"
It started in 2024 as a Gemini-powered Colab notebook exploring five Gen AI capabilities. I rebuilt it into a deployable full-stack app: real bank-statement parsing (CSV/Excel, debit/credit splits, day-first dates, UPI merchant extraction, INR-aware), a live dashboard (KPIs, cash-flow, savings rate, 50/30/20 budget, investment calculator), and an always-on AI chat rail.
Under the hood, a LangGraph ReAct agent orchestrates all five Gen AI capabilities as tools — structured output (Pydantic), RAG over a financial knowledge base (Chroma), embeddings + semantic search over your transactions, and five financial calculators.
Built for public demo: per-user session isolation (256-bit HttpOnly cookies), PII redaction before anything reaches the LLM, in-memory-only statements with auto-expiry, plus rate limiting and a daily spend cap. Python · FastAPI · LangChain · LangGraph · OpenAI GPT-4o-mini · ChromaDB · RAG · Embeddings · pandas Links to attach GitHub: https://github.com/anujdevsingh/financial_genius_agent Portfolio: https://www.codewithanuj.com/
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