AVIntelligence

AVIntelligence is an AI-powered financial document workspace. It turns receipts, invoices, payslips, contracts, screenshots, and related records into organized data, structured reports, and dashboard-ready insight.

The product is organized around two core experiences:

• Smart Storage — upload, organize, and work with financial documents in one workspace
• Smart Dashboard — an AI-contextualized financial view built on the user's own records, designed to help people understand what their numbers mean rather than just seeing totals

Product Capabilities

• Upload and organize receipts, invoices, payslips, contracts, screenshots, and related financial records across PDFs, common image formats, CSV, and XLSX
• Account-isolated storage and extracted records
• Structured data extraction from uploaded documents
• Report generation:
  • Expense Summary
  • Income Summary
  • Profit & Loss
  • Business Expense Report
  • Contract Summary
  • Key Terms Summary
  • Tax Bundle — includes a Schedule C-oriented self-employed report and an employee income worksheet for wage and payslip records. The employee worksheet supports W-2-style review context but is not a substitute for official W-2 or 1099 forms, tax filing software, or tax advice.
• Smart Dashboard with financial KPI widgets, custom dashboard layouts, analytics visuals, contextual summaries, and drill-down views
• Multi-currency dashboard handling — money-based totals stay per-currency, with explicit FX conversion where applied
• Advanced dashboard analytics for spend, income, currency-aware trends, document mix, and AI-assisted narrative context
• Account authentication, subscription access, gift-code redemption, and payment flows
• Account controls for deleting individual files or removing account data

Privacy and Security Posture

AVIntelligence is built with a privacy-first product posture:

• Files and extracted records are isolated per account, with row-level data isolation
• Document processing runs server-side; sensitive credentials are not exposed to the browser
• Uploads and sensitive actions pass through a dedicated defensive screening layer before deeper processing
• Payment processing is handled by a certified third-party processor; AVIntelligence does not store card data
• AI processing is automated through third-party providers; documents are not subject to manual review by default
• Users can delete individual files or delete their account from the workspace

For full public policy language, see the Privacy Policy and Terms of Service in the application.

Local Development

Install dependencies:

pnpm install

Start the development server:

pnpm dev

Create a production build:

pnpm build
pnpm start

Run linting:

pnpm lint

Environment

This project reads configuration from a local .env.local file. The app requires credentials for the database layer, authentication, AI processing, and the payment provider. Populate those values in your own local environment and never commit credentials to source control.

Notes

This README is intentionally product-facing. Internal architecture, operational design, and engineering details live in private engineering documentation rather than this repository.