🎯 TaxRadar

AI-powered platform that finds tax deductions in your bank statements and receipts.

Stack

• Frontend: Next.js 15 + Tailwind
• Backend: FastAPI (Python)
• AI Layer: Claude API (classification + receipt vision)
• OCR: Claude Vision (replaced Tesseract for accuracy)

Quick Start

1. Backend

cd backend
python -m venv venv
source venv/bin/activate
pip install -r requirements.txt
uvicorn main:app --reload --port 8000

2. Frontend

cd frontend
npm install
npm run dev

Frontend runs at http://localhost:3000 Backend API at http://localhost:8000 API docs at http://localhost:8000/docs

3. Environment

Create a .env file in the backend folder:

ANTHROPIC_API_KEY=sk-ant-...

Test It

Upload sample_transactions.csv from the project root, then try scanning a receipt photo.

Architecture

User uploads CSV                    User uploads Receipt (JPG/PNG/PDF)
      ↓                                          ↓
FastAPI /api/upload/classify         FastAPI /api/upload/receipt
      ↓                                          ↓
CSV Parser (smart column detection)   Claude Vision (direct image read)
      ↓                                          ↓
Transaction normalization             Structured receipt extraction
      ↓                                          ↓
Classification Engine                 Receipt ↔ Transaction matching
  → Layer 1: rules (known merchants)
  → Layer 2: Claude AI (ambiguous)
      ↓
Deduction Recommendation Engine
      ↓
Dashboard + PDF/CSV Export

Supported CSV Formats

• Chase Bank
• Bank of America
• Wells Fargo
• Capital One
• Citi
• Any CSV with date/description/amount columns

API Endpoints

• POST /api/upload/classify — upload CSV, returns classified transactions
• POST /api/upload/receipt — upload receipt image/PDF, returns parsed data
• POST /api/export/pdf — generate PDF deduction report
• POST /api/export/csv — generate CSV deduction report

What's Built

• CSV upload + smart column detection (any bank format)
• Amount parsing ($1,234.56 | (1,234.56) | debit/credit columns)
• Date parsing (all common formats)
• Hybrid classification engine (rules + Claude AI)
• Deduction recommendation by category
• Receipt scanning via Claude Vision
• Receipt ↔ transaction matching
• Dashboard with deduction summary
• PDF + CSV export
• TaxRadar branding + two-zone upload UI