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AI-Driven Financial Advisory App for SMEs

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📍 Overview

FinAI SME Advisor is a sophisticated Flask application, leveraging OpenAI's GPT-3.5 Turbo, to offer bespoke financial and business advice, primarily for SMEs and loan-related queries. Featuring a machine learning model for predictive analytics, the app boasts a dynamic user interface and is conveniently deployed on Render. Click Here.


Click Here to try app 🚀!


📍 Key Features Overview

Video Demo (YouTube)
Watch the video

Services and UI Screenshots

Home Page

  • Description: Provides a comprehensive overview of the application, highlighting its main features and functionalities.
  • Screenshots:
    Home Page 1 Home Page 2
    Home Page 1 Home Page 2

Sign In and Available Services

  • Description: The Sign In page allows users to securely access their accounts, and the Available Services page showcases the variety of services offered.
  • Screenshots:
    Sign In Page Available Services
    Sign In Services

Loan Approval Service

  • Description: Assesses the likelihood of loan approvals for user applications.
  • Functionality:
    • Information on loan acquisition based on user details.
    • Interactive AI chat for additional queries.
  • Screenshots:
    Loan Evaluation Form Loan Evaluation Form
    Form 1 Form 2
    Loan Evaluation Chat Loan Evaluation Chat
    Chat 1 Chat 2

Business Idea Service

  • Description: Generates business ideas based on user parameters such as location, capital, and sector.
  • Functionality:
    • Personalized ideas for various parameters.
    • Interactive AI chat for further exploration.
  • Screenshots:
    Business Idea Form Business Idea Chat
    Business Form Chat 1

Financial Advice Service

  • Description: Provides personalized financial advice for SMEs.
  • Functionality:
    • Custom advice based on financial parameters.
    • AI chat for detailed guidance.
  • Screenshots:
    Financial Advice Form Financial Advice Chat
    Advice Form Advice Chat

Additional Features

  • Interactive User Interface:
    • Backend: Flask.
    • Frontend: HTML, CSS, JavaScript.
  • Online Accessibility:
    • Hosted on Render.

The visual presentation of the application's interfaces provides a clear insight into the user experience and functionality of each service. These neatly organized sections with screenshots create a comprehensive and visually appealing overview, enhancing the documentation's effectiveness and aesthetic appeal.


📍 Installation and Setup

Prerequisites

  • Python 3.x
  • Pip (Python package manager)

Installation Steps

  1. Clone the GitHub repository:
    git clone https://github.com/Ajisco/finai.git
  2. Change directory to the project folder:
    cd finai
  3. Install the required Python dependencies:
    pip install -r requirements.txt

Running Locally

To run the Flask app locally:

python app.py

Visit http://localhost:5000 in your web browser to interact with the application.


📍 Application Structure

  • templates/: HTML templates for the web interface.
  • static/assets/: Static files such as CSS and JavaScript.
  • app.py: Flask application script defining routes and functionalities.
  • Prediction.ipynb: Jupyter notebook for machine learning model development.
  • random_forest_model.pkl: Pre-trained Random Forest model file.
  • requirements.txt: Lists all necessary Python packages.

📍 Application Functionality

  • Loan Prediction: Employs machine learning to assess and predict loan approval outcomes.
  • Business Idea Generation: AI-driven suggestions for viable business ideas, customized to user's financial capabilities.
  • Financial Advice: Personalized, AI-powered financial guidance for specific business scenarios.

📍 Deployment 🚀

The application is available on Render, offering easy and broad accessibility.



📍 Skills and Technologies

  • Programming: Python, JavaScript
  • Large Languauge Model: GPT 3.5
  • Backend Development: Flask, Ajax.js
  • Prompt Enngineering
  • Data Wrangling: Pandas, Numpy
  • Machine Learning: Scikit Learn, Random Forest Classifier
  • Frontend Development: HTML, CSS, Bootstrap
  • Cloud Deployment: Render
  • Data Analysis and Visualization: Seaborn, Matplotlib

📍 Contributing

Interested in contributing? Here's how:

  1. Fork the repository.
  2. Create a feature branch (git checkout -b feature-branch).
  3. Commit your changes (git commit -m 'Add some feature').
  4. Push to the branch (git push origin feature-branch).
  5. Submit a Pull Request.

📍 Acknowledgments

  • Sincere thanks to OpenAI for providing the GPT-3.5 Turbo API.
  • Gratitude to the Flask community for their exceptional web framework.
  • Appreciation to Render for their reliable hosting and deployment services.

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