Enterprise Financial AI Copilot

Portfolio-ready demo that combines:

• ChatGPT-style financial Q&A
• Finance KPI dashboard
• Invoice analysis from uploaded CSV data

Features

• FastAPI backend with rule-based financial copilot (no OpenAI dependency)
• CSV upload and active dataset management
• KPI summary API (/summary)
• Invoice listing API (/invoices)
• Natural language copilot API (/ask)
• Enterprise-style frontend with:
  • Sidebar navigation
  • Dashboard page
  • Admin Upload page
  • Financial Copilot page
  • Quick action buttons
  • Answer panel and matching records table

Project Structure

backend/
  main.py
  services/
    data_loader.py
    financial_analyzer.py
  data/
    uploads/

frontend/
  index.html
  style.css
  app.js

CSV Required Columns

The uploaded CSV must include (or alias to) these columns:

• customer_name
• invoice_amount_due
• due_date
• status
• region
• risk_score
• aging_bucket

Common alias headers (like amount_due, customer, due date, risk) are supported.

Setup

1. Create and activate virtualenv (optional but recommended)
2. Install dependencies:

pip install -r requirements.txt

Run

Start backend:

uvicorn backend.main:app --reload

Serve frontend (separate static server):

python3 -m http.server 5500 --directory frontend

Open:

• Frontend: http://127.0.0.1:5500
• Finance Team Copilot Page: http://127.0.0.1:5500/team-copilot.html
• API docs: http://127.0.0.1:8000/docs

OpenAI Upgrade (Conversational Copilot)

The Financial Copilot now supports OpenAI-powered query planning with conversation memory.

Set environment variables before starting backend:

export OPENAI_API_KEY="your_key_here"
export OPENAI_MODEL="gpt-4.1-mini"

If OPENAI_API_KEY is not set, the Copilot uses a local dynamic fallback planner (still session-aware).

API Endpoints

• GET /health
• GET /summary
• GET /invoices
• POST /upload-csv
• POST /ask

Example Questions

• What is the total due amount?
• Show overdue invoices
• Which customers are high risk?
• Which region has highest outstanding balance?
• Show invoices above $50,000
• Give me collection priority customers