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Finance Assistant

AI-powered financial analysis assistant providing natural language queries, expense insights, income analysis, and trend comparisons.

Features​

  • Chat Interface - Conversational AI assistant for finance-related questions with session management
  • Expense Analysis - AI-driven analysis of expense data
  • Income Analysis - AI-powered income data analysis
  • Trend Analysis - View and analyze financial trends over time
  • Period Comparison - Compare financial data across different periods
  • Financial Insights - AI-generated insights with the ability to generate new insights and update existing ones
  • Dashboard - Overview of financial AI activity

Requirements​

RequirementDetails
DependenciesAICore
PHP Version8.2+
AI ProviderAt least one AI provider configured in AI Core

Installation​

Enable via Admin Panel​

  1. Log in as administrator
  2. Navigate to Settings > Addons
  3. Find Finance Assistant and click Enable

Enable via Command Line​

php artisan module:enable FinanceAssistantAI
php artisan migrate
note

AI Core must be installed and enabled with at least one AI provider configured before enabling this module.

Usage​

Dashboard​

Access the Finance Assistant at /finance-assistant-ai/. The dashboard provides an overview of financial AI insights and recent activity.

Chat Interface​

Access the chat at /finance-assistant-ai/chat. Features include:

  • New Session - Create a new finance-focused chat session
  • Send Messages - Ask finance-related questions and get AI responses
  • Session History - Load messages from previous sessions
  • Delete Session - Remove chat sessions

Analysis Features​

  • Expense Analysis (/finance-assistant-ai/analysis/expense) - AI analysis of expense data
  • Income Analysis (/finance-assistant-ai/analysis/income) - AI analysis of income data
  • Trends (/finance-assistant-ai/analysis/trends) - View financial trends over time
  • Period Comparison - Compare financial metrics across different time periods

Insights​

View AI-generated financial insights at /finance-assistant-ai/insights:

  • Generate Insights - Request new AI-generated financial insights
  • Update Insights - Modify and track existing insights over time

Notes​

  • All financial queries are processed through AI Core
  • The module works best when used alongside AccountingCore for access to financial data
  • Insights are stored and can be reviewed and updated
  • All interactions are logged for audit purposes

Changelog: View version history

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