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Financial Document Analyzer (Fixed)

Overview

This project analyzes financial documents (PDF, DOCX) to extract key values and summaries. It was originally buggy, but has been debugged and improved.

Fixes

  • Fixed broken imports and missing functions
  • Fixed file handling (PyPDF2 issues)
  • Improved prompts for LLM
  • Added error handling for robustness

Bonus Features

  • Added Celery + Redis queue worker for concurrent analysis
  • Added SQLite + SQLAlchemy database for storing results

Usage

pip install -r requirements.txt
python financial_analyzer.py

To run Celery worker:

celery -A tasks worker --loglevel=info

API

  • run_analysis(file_path, use_llm=False): Run analysis on a document
  • Returns: (report.pdf, metrics_dict, summary, llm_summary)

Outputs

  • report.pdf → Analysis report
  • analysis.db → Database storing documents and analyses

About

Financial Document Analyzer is an AI-powered tool using CrewAI + LLMs to extract and summarize insights from PDFs/DOCs. Features include bug fixes, optimized prompts, PDF report generation, SQLite database for storing results, and Celery + Redis for concurrent processing.

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