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Organize Simple
Streamlining Financial Document Management
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Organize Simple

🗃️ Organize Simple: Streamlining Financial Document Management

Organize Simple is a powerful application designed to help systematically organize and analyze card statements, payment receipts, and invoices, enabling informed financial decisions!

🔍 Core Features of Organize Simple

  1. User Registration and Dashboard

    • Secure registration with username and password.
    • A comprehensive dashboard showcasing the main features: Pipelines and Structured Data.

  2. Pipelines and Structured Data

    • Pipelines: Monitors document stages - Text Recognition, Data Extraction, and Verification.
    • Structured Data: Organizes receipts, invoices, and card statements for detailed analysis.

  3. Settings and Preferences

    • Customizable options for text classification, data extraction, and verification.
    • Model choices include GPT 3.5 turbo and GPT 3.5 turbo 16k for precise processing.

  4. Bulk Document Upload

    • Capability to upload multiple PDF documents to AWS S3 for streamlined processing.
    • Supports bulk processing of up to 10 PDF files simultaneously.

  5. Document Processing and Analysis

    • Automatic text recognition and categorization of documents.
    • Extracts data from PDFs with options to view and edit the extracted information.

  6. Detailed Analysis and Visualization

    • Offers insights into average monthly expenses, most expensive categories, and expense distribution.
    • Provides detailed views of uploaded receipts, invoices, and card statements.

  7. Interactive Data Queries

    • Users can query their data with questions like "What is the most expensive receipt?" or "How many invoices do I have?" and receive instant answers.

🔧 Tech Stack

  • Frontend: Next.js, TailwindCSS, Zustand
  • Backend: NestJS, Prisma, Postgres
  • Storage: AWS S3
  • AI Integration: LangChain for text classification and data extraction

🎉 Conclusion

Organize Simple is a powerful application designed to simplify the management and analysis of financial documents.

✨✨✨ Thank you for visiting and supporting! ✨✨✨