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Automated Financial Advisor

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This project is a Flask-based web application that integrates with QuickBooks Online to fetch financial data, generate insights using OpenAI's API, and produce a PDF report. The application allows users to select specific financial reports and receive detailed insights and recommendations based on the fetched data.

Features

  • QuickBooks Integration: Fetch financial reports including Accounts Payable Aging Summary, Accounts Receivable Aging Summary, Balance Sheet, Statement of Cash Flows, and Profit and Loss.
  • OpenAI Integration: Generate detailed insights and recommendations by analyzing the financial data using OpenAI's API.
  • PDF Report Generation: Automatically generate a PDF report containing the insights and recommendations.
  • User-Friendly Interface: Simple and intuitive web interface for selecting desired financial reports and generating the final report.

Requirements

  • Python 3.8+
  • Flask
  • Requests
  • OpenAI Python Client
  • FPDF
  • QuickBooks Client SDK (qbClient)

Installation

  1. Create a virtual environment:
python -m venv venv
source venv/bin/activate  # On Windows use `venv\Scripts\activate`
  1. Install dependencies:
pip install -r requirements.txt
  1. Set up your environment:
  • Obtain your OpenAI API key from OpenAI.
  • Set up your QuickBooks API credentials and ensure they are correctly configured in constants.py.
  1. Run the application:
python app.py
  1. Access the application:
  • Open your web browser and go to http://127.0.0.1:5000/ to use the application.

Configuration

Ensure that you have correctly set up your constants.py file with the necessary credentials for QuickBooks and OpenAI.

# constants.py

client_secrets = {
    "client_id": "YOUR_CLIENT_ID",
    "client_secret": "YOUR_CLIENT_SECRET",
    "redirect_uri": "YOUR_REDIRECT_URI",
    # other required details
}

qBData = {
    "realm_id": "YOUR_REALM_ID"
}

refreshToken = "YOUR_REFRESH_TOKEN"

Usage

  • Select Reports: Choose the financial reports you want to analyze by selecting the appropriate checkboxes.
  • Generate Report: Click the "Submit" button to fetch the data, generate insights, and produce a PDF report.
  • Download Report: Once the report is generated, it will be saved as financial_report.pdf in the root directory.

Contributing

All contributions are welcome!

Acknowledgements

  • QuickBooks API
  • OpenAI API
  • Flask
  • FPDF