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README.md
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---
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title: Finance Analyst Concept
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sdk: static
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---
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title: Finance Analyst (Concept)
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emoji: 💰
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colorFrom: green
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sdk: static
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license: other
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---
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# Finance Analyst — Document Review Platform (Working manager + concept analytics)
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A browser app that pairs a **functional financial-document manager** with a
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**concept analytics/AI layer** for monthly financial review.
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> **Live demo:** https://finance-analyst-concept.vercel.app
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>
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> ⚠️ **Honest scope:** the document-management side is **genuinely functional**; the
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> analytics/AI side is a **concept** (illustrative figures). See below.
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## What actually works today
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A real, self-contained client-side document manager:
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- **Upload** financial documents (PDF / XLSX / CSV / images) by click or drag-drop.
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- **Persist** them in the browser via **IndexedDB** — the actual file bytes are stored
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and survive a refresh.
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- **Organize** by period/month, with per-month counts and storage totals.
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- **Download** or delete any stored file; clear a month or everything.
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- A stats bar (active periods, total files, storage used, last upload) computed from
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the real stored files.
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## What is a concept (not yet wired up)
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- The **KPIs, charts, "AI-generated findings", and extracted line items** are
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illustrative sample data, not computed from your uploads.
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- The **"AI analyst crew"** is a visual workflow demo; there is no LLM call yet, and
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uploaded files are **stored but not yet parsed**.
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## What would make the analytics real (roadmap)
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- Parse uploads client-side — SheetJS (`xlsx`) for Excel/CSV and pdf.js (+ OCR for
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scans) to extract tables/text.
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- A normalization layer mapping parsed rows to accounts/categories.
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- Compute the metrics (revenue, expenses, margin, cash flow, variances) from the
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parsed data and drive the KPIs/charts/table from it.
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- For genuine AI findings: a backend proxy calling an LLM (e.g. Anthropic Claude) on
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the extracted data, so no key is exposed client-side.
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- Real report export (PDF/XLSX) instead of the placeholder action.
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## Tech
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Single self-contained HTML file. Vanilla JS, Chart.js, IndexedDB. No build step.
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Deploys as-is to any static host (Vercel, Netlify, GitHub Pages).
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## Privacy
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No API keys, no backend, no data leaves your browser — uploaded files live only in
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your browser's IndexedDB.
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## License
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See [LICENSE](LICENSE). Provided for review and evaluation.
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