Financial Intelligence & Analytics

Financial Intelligence & Wealth Projection Platform

Application built to transform bank statements and credit-card bills into a structured financial view, automating classification, consolidation, planning and wealth projection.

Python FastAPI SQL SQLite PDF
Real implementationFunctional application built and validated in real-world use
How the solution was built

From bank documents to automated financial projection.

The flow receives statements and bills as PDFs, interprets transactions, classifies data automatically, persists history in a database and feeds a web application for monitoring, planning and simulation.

Simplified view of the real process
01 · Input
PDF

Statements and bills

Bank documents become the application input, with no line-by-line manual entry.

StatementBill
02 · Processing
PY

Python + FastAPI

The application reads, extracts, processes and classifies every transaction 100% automatically.

1 extract 2 classify 3 consolidate
03 · Persistence
SQL

SQLite

Transactions, categories, planning and history are structured for analysis and projection.

HistoryRulesPlanning
04 · Application
UI

Financial dashboard

A single interface brings together daily balances, credit card bills, reserves, projections and simulations.

CalendarProjectionReservesSimulator
Process change From manual entries to automated interpretation and projection

The routine no longer depends on recording every transaction and instead works from bank-issued documents.

BEFORE Manual control spreadsheet and line-by-line reconciliation

Transactions, dates, categories, reserves and planning had to be updated manually — and rework increased whenever the routine went a few days without updates.

reading + automatic classification
AFTER Automated workflow structured and projected data

Statements and bills feed the application, classification happens automatically and financial views are recalculated from a persistent database.

The main gain was turning financial record-keeping into actionable financial intelligence.

The same structure that organizes the past also supports tracking the present and simulating the future without rebuilding the analysis for every new question.

Bank documentsreal transaction sources
Automated processingextraction, classification and consolidation
Projected viewmonitoring and simulation
The application connects operational data, persistence and projection in a single workflow without recurring manual entry.
The problem

The control existed, but it required constant maintenance.

Financial management was spreadsheet-based and required manual entry of every transaction, reconciliation of dates and values, and continuous updates to categories, reserves and planning.

When updates were not frequent, work accumulated: days of transactions had to be reconciled, balances rebuilt and the impact of each expense, income item or bill reviewed manually.

Before the solution

×Line-by-line transaction entry.
×Manual reconciliation of dates, values and categories.
×Reserves and investments tracked in separate structures.
×Projections dependent on recurring manual maintenance.
The reasoning behind the application

Automation needed to organize the data before trying to project the future.

The project was structured in layers: first interpret the documents correctly, then turn each transaction into reliable data, and only then build monitoring and projection views.

01

Read real documents

The workflow starts from bank-issued PDFs, keeping the input close to the original financial records.

02

Classify automatically

Transactions are categorized without manual intervention for each entry.

03

Persist history

SQLite organizes records so the application can query past, present and planning data in the same structure.

04

Project scenarios

With a structured database, the dashboard can automatically recalculate balances, reserves, bills and projections.

What the solution enables

A single view of current cash flow and future wealth.

01

Financial calendar

Day-by-day projected balance including opening balance, transactions, net result and final projection.

02

Consolidated credit card bill

Tracks the final credit card bill amount within the broader financial view.

03

Reserve layers

Separation between immediate reserve, a second D+0 liquidity layer and the emergency fund.

04

Return simulator

Projections varying time horizon, starting value and contributions to evaluate different wealth scenarios.

Impact

The tool moves beyond recording the past and starts supporting future decisions.

The differentiator is not “having a financial dashboard”.

It turns bank documents into a structured database that automatically updates cash flow, reserves, credit card bills and projections — without recurring manual entry.

100% automatic classification
Projected daily balance
Layered reserves
Return and contribution simulation
Technical backstage

The decisions that turn files into a financial application.

The project combines document reading, classification rules, API, database persistence and a web interface in an architecture designed to be maintainable and extensible.

PDF reading as the input choice

Statements and bills enter as PDF because that matches the bank’s real-world output, although the architecture can accept other source formats.

Database as the projection foundation

SQLite centralizes historical and planning data so the application does not need to rebuild calculations from separate files on every query.

PythonFastAPISQLSQLitePDFJavaScriptHTML/CSS
How I work

Different projects. The same principle:

understand the context · structure the problem · build a reliable solution