Finsight is a powerful AI/ML tool that helps users analyze their bank statements to gain valuable financial insights. Using Streamlit, Pandas, and Matplotlib, it provides intuitive visualizations, transaction categorizations, and intelligent financial insights.
- Uploads and processes bank statements in CSV format.
- Parses transaction details into a structured DataFrame.
- Auto-categorizes transactions based on remarks.
- Overall Spending vs. Income Analysis
- Calculates total spending, total income, and net balance.
- Category-wise Breakdown
- Classifies expenses into food, transport, entertainment, bills, etc.
- Allows users to customize categories.
- Recurring Transactions
- Identifies repeating payments like subscriptions, rent, utilities.
- Helps track recurring income sources.
- Detects seasonal patterns in expenses.
- Top Transactions
- Identifies the largest transactions (both sent and received).
- Highlights major vendors or income sources.
- Anomaly Detection
- Flags suspicious or unusual transactions for fraud detection.
- Natural Language Query
- Ask any financial question, and get AI-powered responses.
- Frontend: Streamlit
- Backend: Python (Pandas, NumPy, Matplotlib, NLP for queries)
- Machine Learning: Clustering & Anomaly Detection
- Data Handling: CSV Parsing, Categorization
- Upload your bank statement (CSV format).
- Explore insights from the sidebar menu.
- Analyze trends, spending patterns, and more.
- Ask basic questions about your financial data using NLP.
- Advanced Insights: Predictive Spending & Cash Flow Forecasting, Personalized Savings & Investment Recommendations, Advanced Anomaly Detection, Multi-Period Comparative Analytics, Network Analysis of Vendors/Receivers, Integration with External Economic Data
- Wider Natural Language Support: Add support for more complex prompts
- Wider File Support: Increase filetype support (pdf,jpg/png, etc.)