Expense Genie

Our project addresses the problem of disorganized expense data caused by the abundance of finance apps, which often provide poor insights due to manual and limited filter options. To solve this, we developed a robust financial management solution that utilizes advanced AI and automation. The solution begins with PDF bank statement parsing, where users upload statements through an HTML interface. The Python Flask server then sends these documents to the Upstage API for document parsing. The parsed data is retrieved, organized, and categorized using Solar LLM before being stored in an SQLite database. This ensures structured and meaningful financial data for better insights. Users can also ask customized financial questions via HTML forms, which are processed using TogetherAI’s Llama 3.1 70B Instruct Turbo model. The system generates a corresponding SQLite query to extract the required data, performs necessary calculations, and returns the relevant information. Future improvements include AI fine-tuning for more accurate results, enhanced data visualization tools, advanced query options for more detailed insights for real-time updates and seamless user experience. Integration with Hedera and direct banking APIs for tampered-proof data for legal and audit purposes.