AI Financial Statement Analyzer
Upload financial statements and get AI-powered analysis, ratio calculations, and narrative insights. Built for finance teams who want to speed up first-pass review.
Overview
The AI Financial Statement Analyzer is a tool that lets finance teams upload financial statements (e.g., CSV or structured exports) and receive automated ratio calculations, trend summaries, and a first-draft narrative analysis powered by a large language model. The goal is to cut the time from “data in hand” to “draft insights” from hours to minutes.
Problem
Manual first-pass analysis of financial statements is repetitive and time-consuming. Computing ratios, spotting trends, and writing a concise summary can take a significant portion of a professional’s day. Many teams still rely on spreadsheets and copy-paste, which is error-prone and doesn’t scale.
Approach
The tool uses Python and Pandas for data loading and ratio computation, Streamlit for a simple web UI, and the OpenAI API (or a similar provider) to generate narrative commentary from the computed metrics. Users upload a file, review the auto-calculated metrics, and get a draft summary that they can edit and use in reports or presentations.
Tech Stack
- Python — Core logic and data processing
- OpenAI API — Narrative generation from structured metrics
- Streamlit — Quick prototype UI and deployment
- Pandas — Data manipulation and ratio calculations
Results
The prototype demonstrates that combining structured analytics with LLM-generated narrative is feasible and useful. Next steps include support for more statement formats, configurable ratio sets, and optional deployment behind authentication for team use.
Links
- Code: GitHub (repository link can be updated when public)
- Live demo: Coming soon