Turn raw financial data into clear, actionable insights using an open-source Agentic AI financial copilot.
Genie is an open-source AI-powered financial assistant that helps users understand their financial behavior and make better decisions.
Most finance apps only show transactions and charts.
Genie goes further by answering the real question:
"What should I do with my money?"
Using Agentic AI, Genie analyzes financial data, identifies patterns, predicts future cash flow, and generates clear recommendations.
Think of Genie as your AI-powered financial copilot.
Financial data is everywhere:
- bank transactions
- subscriptions
- payments
- expenses
- budgets
But turning that data into real financial insight is still difficult.
Genie solves this problem by building an AI system that understands financial behavior and suggests actions.
Instead of dashboards that only show numbers, Genie provides:
- insights
- predictions
- recommendations
🧠 Financial Insights
Automatically analyze spending and financial habits.
📊 Spending Pattern Detection
Understand where your money is going.
🔮 Cash Flow Forecasting
Predict future balances based on past transactions.
🚨 Anomaly Detection
Identify unusual or suspicious spending.
💡 AI Financial Recommendations
Get suggestions to improve budgeting and savings.
📈 Interactive Dashboard
Visualize insights through charts and reports.
Genie receives financial data such as:
- Transaction history (CSV or APIs)
- User financial goals (budget, savings targets)
- Questions like:
- Where am I overspending?
- How can I save more money?
Genie runs an Agentic AI workflow that:
- Processes financial transaction data
- Detects spending patterns and trends
- Identifies unusual financial activity
- Forecasts future cash flow
- Generates recommendations using AI models and financial rules
Genie produces insights such as:
- spending summaries
- savings recommendations
- cash flow predictions
- alerts for unusual spending
- automated financial reports
Monthly Financial Insight Report
Income: $4,000
Expenses: $3,250
Savings Rate: 18%
Insights:
• Food spending increased by 22% compared to last month
• 3 unused subscriptions detected ($38/month)
Recommendations:
• Reduce food delivery spending by $120/month
• Cancel unused subscriptions
• Increase monthly savings to $900 to reach your yearly goal
User / API Request
│
▼
Financial Data Processing
│
▼
Agentic AI Analysis Engine
│
├── Spending Analysis
├── Cash Flow Forecasting
├── Anomaly Detection
│
▼
Recommendation Engine
│
▼
Financial Insights & Reports
Supporting services:
- PostgreSQL (financial data storage)
- Redis (caching)
- Vector database (knowledge retrieval)
FastAPI (Python)
LangGraph or LangChain
HuggingFace / OpenAI compatible models
PostgreSQL
FAISS / Pinecone (vector database)
Redis
Docker
Streamlit or React
genie/
│
├── api/ # FastAPI backend
├── agents/ # Agentic AI modules
├── analytics/ # Financial analysis logic
├── data/ # Sample datasets
├── services/ # Business logic
├── dashboard/ # UI / Streamlit dashboard
├── tests/ # Unit tests
└── docs/ # Documentation
date,description,category,amount,type
2026-01-01,Salary,Income,50000,credit
2026-01-03,Swiggy,Food,450,debit
2026-01-05,Rent,Rent,15000,debit
2026-01-06,Netflix,Subscription,649,debit
2026-01-08,Uber,Transport,230,debit
2026-01-10,Amazon,Shopping,1200,debit
- FastAPI backend
- CSV transaction ingestion
- Spending insights
- Cash flow forecasting
- anomaly detection
- recommendation engine
- agentic workflow
- LLM-powered insights
- explainable recommendations
- dashboard
- API integrations
- report generation
We welcome contributors from the community.
Ways to contribute:
- financial analytics modules
- AI insights
- dashboard features
- documentation
- testing
Look for issues labeled:
good first issue
help wanted
Pratik Dhanave
C2SI Slack
Channel: #genie
If you find Genie interesting, please consider starring the repository ⭐
It helps the project grow and reach more contributors.