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

Project description

PyPI installation

pip install finance-chatbot

Prerequisites

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

Installation

  1. Clone the Repository
git clone https://github.com/pradeept3/finance-chatbot.git
cd finance-chatbot
  1. Install Dependencies
pip install -r requirements.txt
  1. 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
  1. Running the Application
Start Backend Server
  Open Terminal/ Command prompt:
  Goto the finance-chatbot folder and type cd backend
  python app.py
  Backend runs on: http://127.0.0.1:5000
Start Frontend (in new terminal)
  Goto the finance-chatbot folder and type cd frontend
  streamlit run main.py
  Frontend runs on: http://localhost:8501
  1. 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

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