💰 AI-Powered Financial Data Assistant

An intelligent assistant that helps users query and analyze financial transactions using semantic similarity and vector embeddings.
It can understand natural language queries like “Show my top 5 expenses in September” and return relevant insights.

🎯 Objective

Build an AI-powered financial data assistant that can:

• 🧾 Generate synthetic financial transactions using AI
• 💾 Store them in a vector database using embeddings
• 💬 Answer natural language queries, such as:

  “How much did I spend on food last month?”

• 📊 Return the most relevant transactions or summarized insights

📂 Project Structure

Financial-data/
│
├── .ipynb_checkpoints/
│   data/
│   ├── embeddings/
│   └── transactions.json
├── .env
├── .gitignore
├── Financial-Data-Assistant.ipynb
├── main.py
└── README.md             

🚀 How to Run the Project

1. Clone the Repository

git clone https://github.com/CodeWithDarshan04/Financial-Data-Assistant.git
cd Financial-Data-Assistant

2. Run the FastAPI Server**

uvicorn main:app --reload

3. Technologies Used

    Category	                          Tools/Libraries
    Language	                          Python 
    Dummy Data Generator:                 Faker
    Embedding Model:	                  sentence-transformers
    API:	                              FastAPI
    Vector DB:	                          FAISS 
    Database:	                          JSON file (no real DB required)

Example Query

How much did I spend on food last month?

Output: [ { "id": "txn_b2569544", "userId": "user_1", "date": "2025-06-09", "description": "UPI payment to Mitter-Kothari", "amount": 4947, "type": "Debit", "category": "Food", "balance": 141975, "similarity": 0.33, }

What’s my biggest expense in September

Output: { 'id': 'txn_8045a711', 'userId': 'user_2', 'date': '2025-03-15', 'description': 'UPI payment to Parmer-Deep', 'amount': 3138, 'type': 'Debit', 'category': 'Travel', 'balance': 272901, 'similarity': 0.308 } { 'id': 'txn_a5a046c5', 'userId': 'user_2', 'date': '2025-04-15', 'description': 'UPI payment to Rai-Keer', 'amount': 3033, 'type': 'Debit', 'category': 'Rent', 'balance': 26424, 'similarity': 0.304 }