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An AI assist cashflow management. For individuals or lean teams running a business, cashflow is fundamental, it has the most direct and immediate impact . This tool helps you easily record cash activities, analyze financial status following accounting report principles under the help of AI, and easily collaborate with team members.

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raymond0208/CashCatalyst

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🏦 CashCatalyst: AI-Powered Cash Flow Management 🚀💰

🌟 Revolutionize Your Business Finance

For individuals or lean teams managing the finances of a business, cash flow is fundamental and has the most direct and CashCatalyst is your ultimate companion for mastering cash flow management. Whether you're an entrepreneur, small business owner, or part of a lean finance team, our tool harnesses cutting-edge AI to transform the way you handle your business's lifeblood - cash.

🎯 Why CashCatalyst?

AI-Driven Insights: Get expert analysis and predictions for your cash flow scenarios. Automatic Reporting: Generate professional cash flow statements with a click. User-Friendly Interface: Easily record and manage your cash activities. Collaborative: Share and work together with your team seamlessly.

✨ Core Features

  1. 🤖 AI Analysis: Get deep insights into your cash flow patterns and trends.
  2. 📊 Auto-Generated Statements: Create finance-ready cash flow reports instantly.
  3. 📝 Easy Data Entry: Record cash activities quickly and effortlessly.
  4. 💼 Financial Overview: View your cash flow summary from a professional finance perspective.
  5. 🔮 Balance Forecasting: Check current balances and predict future cash positions.
  6. 🤝 Team Collaboration: Share data and insights with your team members.

🚀 Quick Start

1. Clone the repository

git clone https://github.com/raymond0208/CashCatalyst.git
cd CashCatalyst

2. Set Up Your Environment

python -m venv cashcatalyst_env
source cashcatalyst_env/bin/activate  # On Windows use `cashcatalyst_env\Scripts\activate`
pip install -r requirements.txt

3. Configure AI Magic

Create a .env file in the project root and add your Anthropic API key:

ANTHROPIC_API_KEY=your_api_key_here

4. Launch CashCatalyst

python3 main.py or python main.py

5. Access Your Financial Command Center

Open your browser and navigate to http://127.0.0.1:5000/

6. Open console

  1. Open browser type http://127.0.0.1:5000/ the default local address or your custom address

💡 User Guide Highlights

  • Secure Login: Start by creating your account or logging in.
  • Initial Setup: Set your starting cash balance.
  • Record Transactions: Easily input cash activities through the intuitive interface.
  • Data Import: Upload existing cash flow data in CSV or Excel formats.
  • Powerful Insights: Use the AI tab for in-depth analysis and forecasting.
  • Export & Share: Download your data for offline use or team collaboration.

📸 CashCatalyst in Action

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Secure access to financial data

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Easily manage your cash transactions

alt text Get AI-powered insights for smarter financial decisions

🤝 Support and Feedback

We're constantly improving CashCatalyst. If you have any questions, suggestions, or encounter any issues, please open an issue on our GitHub repository. Your feedback is invaluable!

❤️ Stargazers

Stargazers repo roster for @raymond0208/CashCatalyst

❤️ Forkers

Forkers repo roster for @raymond0208/CashCatalyst

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An AI assist cashflow management. For individuals or lean teams running a business, cashflow is fundamental, it has the most direct and immediate impact . This tool helps you easily record cash activities, analyze financial status following accounting report principles under the help of AI, and easily collaborate with team members.

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