Your AI-Powered Personal Finance Assistant
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Updated
Jul 26, 2025 - Prolog
Your AI-Powered Personal Finance Assistant
FP&A AI Agent is a comprehensive, enterprise-grade Financial Planning & Analysis platform built as a modular web application using Streamlit. It transforms raw financial data into actionable insights through automated analysis, forecasting, scenario modeling, and professional report generation—all without requiring programming expertise.
End-to-end financial analytics architecture integrating IFRS financial modeling, a PostgreSQL-based financial data warehouse, Python forecasting models, and Power BI executive dashboards.
A browser-based household cash-flow forecasting and planning tool for paychecks, bills, savings, trips, big purchases, and financial goals.
Enterprise Budget Planning & Forecasting System inspired by Oracle PBCS, featuring budget management, expense tracking, approval workflows, financial dashboards, reporting, and role-based access control.
Fund performance scenario projection across IRR and TVPI trajectories under varying assumption sets.
A comprehensive Personal Budget Manager built with Java, JavaFX, and Gradle. Features an intuitive MVC interface for tracking daily expenses, managing categories, monitoring financial goals, and visualizing spending habits with dynamic charts.
Interactive budget-vs-actual-vs-forecast variance dashboards built with PivotTables and slicers for multi-dimensional FP&A reporting
FP&A Virtual Experience Program by Citi through Forage
3-statement financial model and Power BI–style executive dashboard assessing workforce and financial readiness for a SaaS company's North American expansion — scenario modelling, CAPEX/payback analysis, and liquidity risk forecasting in Excel.
Jedox — independent third-party profile of a public API surface, by API Evangelist. Jedox is an enterprise performance management (EPM) and financial planning & analysis (FP&A) software company headquartered in Freiburg, Germany. Its platform unifies planning, budgeting, AI-powered forecasting and scenario planning, financial consolidation, and man
This repository contains all the projects and templates relating to financial reporting, financial planning and analysis and scenario planning
Freqens — independent third-party profile of a public API surface, by API Evangelist. Freqens is an early-stage financial planning and analysis (FP&A) startup building software that helps finance teams leave spreadsheets behind in the agentic era, giving CFOs and finance leaders a better way to work with their numbers.
OneStream — independent third-party profile of a public API surface, by API Evangelist. OneStream is an enterprise finance platform that unifies financial and operational data into a single source of truth, spanning financial close and consolidation, planning, budgeting, forecasting and financial planning & analysis (FP&A), account reconciliation,
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