A Finance document assistant that helps people understand complex PDFs (like annual reports, budgets, and financial statements) in a clear way. 

You can upload one or many documents, and the app creates a searchable “index” so you can ask questions such as “What was revenue in 2024?” or “Where are the main risks discussed?” It can also generate an executive summary, highlight key changes, and extract important numbers (KPIs) into a structured format. 

To keep results trustworthy, it can show the exact text snippets it used and (in strict mode) only answers when there is strong evidence in the document—otherwise it says the answer isn’t found. This makes it useful for managers, students, founders, and anyone who needs fast, reliable insight from finance documents without reading hundreds of pages.

Practical finance tools that turn messy spreadsheet-style data into clear, trustworthy insights. This app was created to let anyone upload a financial CSV (bank exports, invoices, sales logs, expense reports) and explore it like a simple BI dashboard. 

When uploaded, the app automatically detects key columns (date, amount, revenue vs. expense, and category/merchant), cleans common formatting issues (currency symbols, commas, negative values, mixed date formats), and then produces reliable outputs like total revenue/expense/net, monthly summaries, trends over time, category shares, and “large transaction” outlier lists. It also includes helpful filters (year, revenue/expense, last 30 days, daily/weekly/monthly views) and keeps a history of questions with pinned results, so insights are easy to revisit. 

For transparency, it generates a “facts pack” from the data and uses that as the only basis for written summaries and recommendations—so the explanations stay grounded in the numbers instead of guesses.