FinMateAI is an intelligent financial management assistant that helps users analyze their bank statements and gain valuable insights into their spending habits. By leveraging AI and machine learning, FinMateAI provides personalized budget advice and spending analytics to help users make better financial decisions.

• Bank Statement Analysis: Upload and analyze PDF or CSV bank statements
• Smart Transaction Categorization: Automatically categorizes transactions into meaningful categories
• Spending Analytics: Visual breakdown of spending patterns by category
• Personalized Budget Advice: AI-powered recommendations for better financial management
• Interactive Dashboard: User-friendly interface with real-time data visualization
• Multi-Format Support: Handles PDF, CSV, and XLSX file formats

• Streamlit (Web Interface)
• Plotly (Data Visualization)
• Pandas (Data Processing)

• FastAPI (REST API)
• LangChain (AI/ML Integration)
• OpenAI (Natural Language Processing)
• PDF Plumber (PDF Processing)

• Python 3.8+
• Render (Deployment)

• Python 3.8 or higher
• pip (Python package manager)

1. Clone the repository:

git clone https://github.com/yourusername/FinMateAI.git
cd FinMateAI

2. Install frontend dependencies:

cd frontend
pip install -r requirements.txt

3. Install backend dependencies:

cd ../backend
pip install -r requirements.txt

1. Start the backend server:

cd backend
uvicorn main:app --host 0.0.0.0 --port 8000

2. Start the frontend application:

cd frontend
streamlit run streamlit_app.py

3. Open your browser and navigate to http://localhost:8501

1. Upload your bank statement (PDF or CSV format)
2. Wait for the analysis to complete
3. View your transaction breakdown and spending patterns
4. Read personalized budget advice
5. Use the insights to make informed financial decisions

Contributions are welcome! Please feel free to submit a Pull Request.

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

• Shrey Raval - Initial work

• OpenAI for providing the AI capabilities
• The open-source community for the amazing tools and libraries