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Financial Document Analyzer

RAG-powered chatbot for analyzing financial documents with LangChain tool calling.

Stack

  • Frontend: Next.js 14 + Tailwind + shadcn/ui
  • Backend: FastAPI + LangChain + LangGraph
  • Database: PostgreSQL + pgvector
  • Deploy: Vercel + Supabase

Features

  • Upload CSV/PDF financial documents
  • Natural language queries about spending
  • Tool calling (search, analyze, compare)
  • Session memory for multi-turn conversations

Quick Start

# Backend
cd backend
pip install -r requirements.txt
uvicorn main:app --reload

# Frontend
cd frontend
npm install
npm run dev

Demo Queries

"How much did I spend on restaurants this month?"
"What are my top 5 expense categories?"
"Compare July vs August spending"
"Show transactions over $1,000"

Architecture

See PROJECT_SPECS.md for detailed specs.


This project represents work built for a client under NDA. The architecture and patterns are identical - only the domain and data have been changed.

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