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💰 AI Finance Agent

An intelligent finance assistant built using Flask and Mistral AI that helps users analyze financial data, track expenses, and receive personalized financial insights.

This project allows users to upload financial documents and interact with an AI-powered system to understand spending patterns, generate trends, and receive improvement suggestions.


🚀 Features

  • Upload financial files (PDF, CSV, TXT)
  • AI-powered data extraction using Mistral API
  • Expense trend visualization
  • Smart financial suggestions
  • Financial awareness insights
  • Chat-based financial assistant
  • Cached processing for faster performance

🛠️ Tech Stack

  • Python
  • Flask
  • Mistral AI API
  • Pandas
  • Matplotlib
  • PyMuPDF
  • HTML

⚙️ Working

  1. Users upload financial files (expenses, transactions, etc.)

  2. AI extracts structured financial data

  3. System analyses spending patterns

  4. Generates:

    • Expense trends
    • Financial suggestions
    • Awareness lessons
  5. Users can also chat with the AI assistant for financial queries


📊 Functionalities

  • Multi-format file processing
  • AI-based financial data extraction
  • Expense categorization
  • Trend visualization
  • Financial habit improvement suggestions
  • Interactive chatbot assistance

🔐 Environment Setup

Create a .env file and add:

MISTRAL_API_KEY=your_api_key_here

▶️ Run the App

pip install -r requirements.txt
python app.py

🎯 Purpose

Built as an AI-powered personal finance assistant to demonstrate:

  • AI integration in real-world applications
  • Intelligent data analysis
  • Financial decision support system

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A finance agent that helps you maintain your finance

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