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Credit Package

This is a simple tool for FinOps to upload financial statements, including balance sheet and profit and loss statement, and extract some important values to do financial analysis for customer onboardings.

How it works

We firstly use AWS Textract as the OCR tools to extract texts from PDF files. Then those information is sent to GPT-4 to generate a JSON response with the information we need.

Folders

  • cli: This folder contains command line tools for early stage POC of integrating Textract and GPT-4.
  • client: The front-end for the credit package app.
  • server: The API server backend for the credit package app.

Build

make build

Run

AWS_ACCESS_KEY_ID="key" \
AWS_SECRET_ACCESS_KEY="access key" \
OPENAI_API_KEY="key" \
make run

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