FinanceGPT 💰

Your AI-Powered Personal CPA

Connect bank accounts • Upload tax forms • Get instant insights

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🚀 Quick Start

Option 1: All-in-One Docker (Easiest)

cd FinanceGPT

# Copy environment file and add your API keys
cp .env.example .env
# Edit .env with your OPENAI_API_KEY, PLAID_CLIENT_ID, PLAID_SECRET

# Start FinanceGPT
docker compose -f docker-compose.quickstart.yml up -d

# Open http://localhost:3000

Option 2: Local Development

cd FinanceGPT

# Start infrastructure (PostgreSQL, Redis)
docker compose up -d db redis

# Run the dev script (opens 3 terminal tabs automatically)
chmod +x dev.sh
./dev.sh

# Backend: http://localhost:8000
# Frontend: http://localhost:3000

Option 3: Full Docker Stack

cd FinanceGPT

# Configure environment
cp .env.example .env

# Build and run all services
docker compose up -d --build

# View logs
docker compose logs -f

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📋 Features

• 🏦 Bank Integration - Connect to 400+ financial institutions via Plaid
• 📄 Document Processing - Upload and analyze tax forms, W2s, 1099s
• 🤖 AI-Powered Insights - Get personalized financial recommendations
• 🔐 Privacy First - All data stays on your machine, optional self-hosting
• 💾 BYO Model - Use OpenAI, Anthropic, or local Ollama
• 📊 Real-time Sync - ElectricSQL for instant synchronization

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🔐 Privacy-First Design

Feature	How It Protects You
🔒 PII Masking	SSN and EIN are masked before any LLM call.
🏠 Self-Hostable	Run entirely on your own hardware.
🤖 BYO Model	Use your own LLM (OpenAI, Anthropic, or local Ollama).
🔐 Local Processing	Sensitive field extraction happens locally.
🗄️ Your Database	All data stored in your PostgreSQL instance.
🚫 No Telemetry	Zero tracking, zero analytics, zero data collection.

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📁 Project Structure

FinanceGPT/
├── financegpt_backend/      # FastAPI backend (Python 3.12+)
│   ├── app/                 # Application logic
│   ├── alembic/             # Database migrations
│   └── main.py              # Entry point
├── financegpt_web/          # Next.js frontend (TypeScript)
│   ├── app/                 # Next.js app directory
│   ├── components/          # React components
│   └── package.json
├── financegpt_browser_extension/  # Browser extension
├── docker-compose.yml       # Full stack
├── docker-compose.quickstart.yml  # Quick start
└── docs/                    # Documentation

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🛠️ Tech Stack

Backend

• Framework: FastAPI (Python 3.12+)
• Database: PostgreSQL with Alembic migrations
• Cache: Redis
• Task Queue: Celery
• Document Processing: Docling, Unstructured, LLama Cloud
• AI: LiteLLM (OpenAI, Anthropic, local models)
• Real-time Sync: ElectricSQL
• Search: Elasticsearch

Frontend

• Framework: Next.js 15 (TypeScript)
• UI: Tailwind CSS, Radix UI
• AI Chat: AI SDK React
• Form: React Hook Form
• Database Sync: ElectricSQL
• Analytics: PostHog

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⚙️ Configuration

Backend Setup

1. Install Python 3.12+

2. Install dependencies:

   cd financegpt_backend
   pip install -r requirements.txt

3. Set up environment:

   cp .env.example .env

4. Run migrations:

   alembic upgrade head

5. Start development server:

   uvicorn main:app --reload

Frontend Setup

1. Install Node.js 20+

2. Install dependencies:

   cd financegpt_web
   npm install

3. Start development server:

   npm run dev

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🐳 Docker Deployment

Quick Start (All-in-One)

docker compose -f docker-compose.quickstart.yml up -d

Full Stack

docker compose up -d --build

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📚 API Documentation

Once the backend is running, visit:

• Swagger UI: http://localhost:8000/docs
• ReDoc: http://localhost:8000/redoc

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🧪 Testing

Backend Tests

cd financegpt_backend
pytest

Frontend Tests

cd financegpt_web
npm test

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📖 Documentation

See the docs folder for detailed guides:

• Setup Guide
• API Reference
• Architecture
• Contributing

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🤝 Contributing

Contributions are welcome! Please see CONTRIBUTING.md for guidelines.

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📝 License

This project is licensed under the Apache License 2.0 - see the LICENSE file for details.

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⚠️ Disclaimer

FinanceGPT provides AI-powered financial insights for informational purposes. Always consult with a qualified financial advisor before making financial decisions.

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🙋 Support

For issues, questions, or suggestions:

• Open an issue on GitHub
• Check existing documentation
• Join our community discussions

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