💸 MoneyMatic

MoneyMatic is an AI-powered web application that extracts and classifies scanned financial documents using OCR, NLP, and deep learning. It also includes a secure user authentication system built with Node.js and MongoDB. It is designed to classify scanned financial documents into categories such as:

• Balance Sheets
• Cash Flow Statements
• Income Statements
• Notes
• Others

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Features

• OCR Processing: Extract text from images of financial documents (e.g., .jpg, .jpeg, .png).
• Data Cleaning: Preprocess extracted text to remove noise and standardize the format.
• Classification: Classify financial documents into categories using a trained machine learning model.
• Web Interface: Upload documents via a user-friendly dashboard.
• Secure: Bank-level security for user data.

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🗂️ Project Structure

MoneyMatic/
├── backend/
│   ├── app.py
│   ├── utils/
│   │   ├── extract_and_prepare.py
│   │   └── other_utils.py
│   ├── model/
│   │   └── financial_text_classifier.joblib
│   └── uploads/
│
├── frontend/
│   ├── index.html
│   ├── login/
│   │   ├── dashboard.html
│   │   └── signup.html
│   ├── CSS/
│   │   └── styles.css
│   └── img/
│
├── moneymatic-backend/
│   ├── server.js
│   ├── config/
│   │   └── db.js
│   ├── routes/
│   │   └── auth.js
│   └── middleware/
│       └── auth.js
│
└── README.md

⚙️ Installation

Prerequisites

1. Python: Version 3.8 or higher.
2. Node.js: Version 14 or higher.
3. Tesseract OCR: Install from Tesseract OCR GitHub.
4. MongoDB: For user authentication and data storage.

Steps

1. Clone the repository:

   git clone https://github.com/mushxoxo/MoneyMatic.git
   cd MoneyMatic

2. Create and activate a virtual environment:

   python -m venv venv1
   source venv1/bin/activate  # On Windows: venv1\Scripts\activate

3. Install the required packages:

   pip install -r requirements.txt

4. Install Tesseract OCR:

   • Ubuntu:

     sudo apt update
     sudo apt install tesseract-ocr

   • macOS (using Homebrew):

     brew install tesseract

   • Windows:

     Download and install from Tesseract OCR GitHub.

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▶️ Running the Application

1. Navigate to the backend directory:

   cd backend

2. Start the Flask application:

   python app.py

3. Navigate to the moneymatic-backend directory:

   cd moneymatic-backend

4. Start the Node.js server:

   node server.js

5. Access the web interface:

   Open your browser and go to http://localhost:5000

6. Login or sign-up using an email id

7. Upload and classify documents:

   • Click on the upload button to select a .jpg or .png file.
   • View the predicted category, confidence score, and extracted text.

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📈 Model Training (Optional)

If you wish to retrain the model:

1. Prepare your dataset:

   • Organize images into subdirectories named after their respective categories.

2. Run all the scripts in the utils directory:

   Ensure that the script paths and parameters are correctly set according to your dataset.

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📄 License

This project is licensed under the MIT License.

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👥 Contributors

• Jyot Shah
• Tanmaya Raghuwanshi
• Arnav Verma
• Bhanu Agrawal

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