A Flask-based web application for managing invoices, processing bank statements, and generating comprehensive financial reports.

• Upload and process invoices (PDF, Excel, Images)
• Extract key information using AI
• Track invoice numbers, dates, amounts, and VAT
• Multi-currency support (EUR, BGN, USD)
• Automatic currency conversion

• Process bank statements
• AI-powered payee extraction from references
• Automatic transaction matching with invoices
• Smart categorization of transactions
• Bank fee auto-detection (≤17 EUR transactions)

• Maintain supplier database
• Track VAT numbers and categories
• Automatic category suggestions
• Import/Export supplier data

• Generate detailed financial reports
• Combine invoice and bank statement data
• Monthly income/expense summaries
• Multi-currency reporting
• Export to Excel format

1. Create and activate virtual environment:

python -m venv venv
source venv/bin/activate  # For Linux/Mac
venv\Scripts\activate     # For Windows

2. Install dependencies:

pip install -r requirements.txt

3. Create .env file with required environment variables:

GOOGLE_API_KEY=your_gemini_ai_api_key

4. Run the application:

python app_flask.py

The application will be available at http://0.0.0.0:5000

├── templates/          # HTML templates
├── static/            # Static files (CSS, JS)
├── uploads/           # Uploaded files
├── attached_assets/   # Sample files & assets
└── ...

• Handles invoice database operations
• Tracks invoice metadata and relationships
• Manages currency conversions

• Processes bank statements
• Extracts payee information
• Matches transactions with invoices

• Uses Google's Gemini AI for data extraction
• Processes documents intelligently
• Suggests categories and classifications

• Handles data export to Excel
• Generates comprehensive reports
• Supports data import from Excel

• /: Dashboard
• /upload: Upload invoices
• /process_bank_statements: Process bank statements
• /comprehensive_report: Generate reports
• /suppliers: Manage suppliers
• /invoices: View invoices
• /currency_settings: Manage exchange rates

• Flask (Web Framework)
• SQLite (Database)
• Google Gemini AI (Document Processing)
• Pandas (Data Processing)
• PyPDF2 & pdfplumber (PDF Processing)
• Bootstrap (Frontend)