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  • Automates bank statement parsing and personal financial analysis using LLM to extract metrics and predict spending trends.
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    What is AI Bank Statement Automation & Financial Analysis Agent?
    The AI Bank Statement Automation & Financial Analysis Agent is a Python-based tool that consumes raw bank statement documents (PDF, CSV), applies OCR and data-extraction pipelines, and uses large language models to interpret and categorize each transaction. It produces structured ledgers, spending breakdowns, monthly summaries, and future cash flow predictions. Users can customize categorization rules, add budget thresholds, and export reports in JSON, CSV, or HTML. The agent combines traditional data-processing scripts with LLM-powered contextual analysis to deliver actionable personal finance insights in minutes.
    AI Bank Statement Automation & Financial Analysis Agent Core Features
    • Automated OCR and text extraction from bank statements
    • Transaction categorization and expense labeling
    • Monthly and yearly financial summary reports
    • Cash flow and spending trend prediction via LLM
    • Exportable reports in JSON, CSV, and HTML
    • Customizable categorization rules and thresholds
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