finance-chatbot 1.0.0

An intelligent document analysis and Q&A system for Santa Clara University Finance Department

Prerequisites

Python 3.8+ pip (Python package manager) Google Gemini API Key Ollama (optional)

Installation

1. Clone the Repository

git clone cd finance-chatbot

2. Install Dependencies pip install -r requirements.txt

3. update the /backend/.env file:

GOOGLE_API_KEY=your_google_api_key_here OLLAMA_API_URL=http://localhost:11434 PORT=5000 UPLOAD_DIR=./uploaded_documents MAX_UPLOAD_SIZE=50

4. Running the Application

Start Backend Server python app.py Backend runs on: http://127.0.0.1:5000 Start Frontend (in new terminal) streamlit run main.py Frontend runs on: http://localhost:8501

5. Checklist Before Deployment

A. All dependencies installed (pip install -r requirements.txt) B. .env file configured with API keys C. Backend tested (python app.py) D. Frontend tested (streamlit run main.py) E. Sample documents uploaded and searched F. Admin/Student/Guest roles working