https://github.com/raymond0208/cashcatalyst

An AI assist cashflow management. For individuals or lean teams running a business, cashflow is fundamental, it has the most direct and immediate impact . This tool helps you easily record cash activities, analyze financial status following accounting report principles under the help of AI, and easily collaborate with team members.
https://github.com/raymond0208/cashcatalyst

aifinance anthropic-claude cashflow cashflow-analysis cashflow-management cashflow-tracker claude-3-sonnet claude-ai finance fintech flask large-language-model python

Last synced: 1 day ago
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An AI assist cashflow management. For individuals or lean teams running a business, cashflow is fundamental, it has the most direct and immediate impact . This tool helps you easily record cash activities, analyze financial status following accounting report principles under the help of AI, and easily collaborate with team members.

• Host: GitHub
• URL: https://github.com/raymond0208/cashcatalyst
• Owner: raymond0208
• License: apache-2.0
• Created: 2024-06-23T01:48:37.000Z (7 months ago)
• Default Branch: main
• Last Pushed: 2025-01-14T10:49:28.000Z (16 days ago)
• Last Synced: 2025-01-14T11:53:34.415Z (16 days ago)
• Topics: aifinance, anthropic-claude, cashflow, cashflow-analysis, cashflow-management, cashflow-tracker, claude-3-sonnet, claude-ai, finance, fintech, flask, large-language-model, python
• Language: Python
• Homepage:
• Size: 18.4 MB
• Stars: 15
• Watchers: 2
• Forks: 2
• Open Issues: 0
• Metadata Files:
  • Readme: README.md
  • License: LICENSE
  • Code of conduct: CODE_OF_CONDUCT.md
  • Security: SECURITY.md

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README

        
# Cash Flow Tracking System

A Flask-based cash flow tracking system with AI-powered analysis, designed for startups and small businesses.

## Features

- 🤖 AI-powered financial analysis and forecasting

- 📊 Interactive charts and visualizations

- 📥 Bulk transaction upload

- 👥 Multi-user support

- 💼 Business-oriented UI/UX

![Cash Overview](screenshots/cash_overview.jpg)

![AI Analysis](screenshots/ai_analysis.png)

## Quick Start

1. Clone the repository

2. Install dependencies: `pip install -r requirements.txt`

3. Set up environment variables

4. Run migrations: `flask db upgrade`

5. Start the server: `flask run`

## Documentation

For detailed instructions on installation, configuration, and usage, please refer to our:

- [User Guide](doc/USER_GUIDE.md)

- [API Documentation](doc/API.md)

- [Development Guide](doc/DEVELOPMENT.md)

## Tech Stack

- **Backend:** Flask, SQLAlchemy, Python 3.9+

- **Frontend:** JavaScript, Chart.js, Bootstrap 5

- **Database:** PostgreSQL/SQLite

- **AI/ML:** Anthropic Claude API

- **DevOps:** Docker, GitHub Actions

## Contributing

1. Fork the repository

2. Create your feature branch

3. Commit your changes

4. Push to the branch

5. Create a Pull Request

## License

This project is licensed under the MIT License - see the [LICENSE](LICENSE) file for details.

## Support

For support, please:

1. Check the [User Guide](doc/USER_GUIDE.md)

2. Search [existing issues](https://github.com/yourusername/cash-flow-tracker/issues)

3. Create a new issue if needed

## Acknowledgments

- Flask community

- Chart.js team

- Anthropic for AI capabilities

- All contributors