A financial assistant that automates personalized budget planning for clients based on their profile (income, expenses, debts, savings goals…).
The assistant analyzes the data provided — free text or Excel/Word files — generates a multi-month savings plan, and suggests concrete recommendations to reach the stated goals.
Stack
- FastAPI — backend and API
- Next.js — interface
- Mistral AI — the reasoning behind the recommendations
- Pandas / OpenPyXL — Excel/Word file processing
- Render + Vercel — deployment