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A Streamlit-based tool for analyzing financial documents (CSV, Excel, PDF) with automated KPI extraction, statistical analysis, and interactive visualizations to help professionals gain quick insights.

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Financial Document Analyzer

A sophisticated financial document analysis tool that processes various file formats (CSV, Excel, PDF) and provides advanced analytics and visualizations. This tool is designed for financial analysts and business professionals who need to quickly extract insights from financial documents.

Features

  • Multi-format Support: Process CSV, Excel, and PDF files
  • Automated KPI Extraction: Automatically calculates key financial metrics
  • Interactive Visualizations: Dynamic charts and graphs using Plotly
  • Statistical Analysis: Comprehensive statistical analysis of financial data
  • Data Cleaning: Automated data cleaning and preprocessing
  • Error Handling: Robust error handling and logging
  • User-friendly Interface: Built with Streamlit for easy interaction

Key Financial Metrics

  • Gross Profit
  • Profit Margin
  • Revenue Growth
  • Statistical Measures (Mean, Standard Deviation)
  • Time Series Analysis
  • Correlation Analysis

Installation

  1. Clone this repository:
git clone <repository-url>
cd financial-document-analyzer
  1. Create a virtual environment (recommended):
python -m venv venv
source venv/bin/activate  # On Windows: venv\Scripts\activate
  1. Install required packages:
pip install -r requirements.txt

Usage

  1. Start the Streamlit application:
streamlit run app.py
  1. Open your web browser and navigate to the provided URL (typically http://localhost:8501)

  2. Upload your financial document (CSV, Excel, or PDF)

  3. Explore the various analysis tabs:

    • Data Overview
    • Financial KPIs
    • Detailed Analysis
    • Visualizations

File Format Requirements

CSV/Excel Files

  • Should contain numerical data columns
  • Date columns should be in a recognizable format
  • Column names should be clear and consistent

PDF Files

  • Should contain tabular data
  • Tables should be well-formatted and readable

Contributing

Contributions are welcome! Please feel free to submit a Pull Request.

License

This project is licensed under the MIT License - see the LICENSE file for details.

Acknowledgments

  • Built with Streamlit
  • Visualizations powered by Plotly
  • Data processing with Pandas and NumPy

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A Streamlit-based tool for analyzing financial documents (CSV, Excel, PDF) with automated KPI extraction, statistical analysis, and interactive visualizations to help professionals gain quick insights.

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