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finance-agent-clean

Local AI finance tracker that converts bank PDFs into a chat‑able spreadsheet

It parses Bank of America PDF statements, categorizes each transaction, and builds a spending.xlsx file. A locally‑run LLM via Ollama decides which Python tool to invoke, letting you ask natural‑language questions about your spending while the actual calculations stay in Python. Designed for users who want a private, self‑hosted finance dashboard without cloud services. Unlike generic spreadsheet scripts, it adds an AI chat layer for instant insights while keeping all data on your machine.

python-ollama-ai-agent-fintech
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RavindranShanmugam/finance-agent-clean