AI-Ассистент Финансов: Разработка

@AwaisChaudhry

Hello, I understand you want a full-featured AI-based financial assistant that automatically pulls transactional history, bank statements, and investment data via secure APIs or CSV/OFX files, builds dynamic budgets, forecasts cash flow, and generates personalized plans aligned with user goals and risk profile. My approach is to architect a modular, cloud-friendly prototype (web or mobile) with a clean, privacy-first data flow: secure at-rest and in-transit encryption, open-banking readiness, and a microservice design that keeps data processing separate from the UI. I will implement a lightweight LLM-style layer for conversational interaction, rigorous data validation, and robust visualization for cash flow and forecasts. We'll start with a tested data ingestion module, then core budgeting and forecasting, culminating in personalized plan generation with clear rationale. The codebase will be clean, documented, and test-covered, with a quick technical walkthrough video and documentation. What security and data-compliance requirements beyond GDPR/ISO 27001 should we prioritize (e.g., consent management, audit trails, data residency)? Do you have preferred open-banking APIs or data formats (CSV/OFX) for initial testing? Which bank/account data scopes do you want included in the MVP (transactions, holdings, valuations, statements)? What is the target user base and operating region to tailor localization and regulatory needs? Which ML tasks should we focus first: categorizati

@irsolutions

With over 10 years of experience in web and mobile development, specializing in AI/ML projects, I understand the need to develop a fully functional financial assistant powered by AI. Your project requires automating data collection, budget formation, cash flow forecasting, and personalized financial plans based on user behavior and goals. I have a proven track record in developing AI-powered solutions for the fintech domain, ensuring accurate data analysis, real-time optimization, and interactive visualization. My expertise in Python, TypeScript, modern ML frameworks like PyTorch and TensorFlow, as well as experience with cloud deployment (AWS, GCP, Azure) align perfectly with your project requirements. I am confident in delivering a working prototype connected to test data, a clean code repository with documentation and unit tests, and technical documentation with a video demo. My experience with open banking APIs, financial models, and UI/UX for financial applications will further enhance the project's success. Let's discuss timelines, milestones, and quality metrics (such as MAE for forecasts and expense categorization accuracy) before starting the project. I am ready to collaborate and ensure the successful implementation of your AI financial assistant.

@corpmember29

Здравствуйте! Я внимательно изучил ваши требования к системе финансового ИИ-помощника и четко понимаю цель — создание безопасной, модульной системы на основе ИИ, которая агрегирует активы/обязательства, генерирует балансовые отчеты, прогнозирует денежные потоки и предоставляет персонализированные финансовые планы с прозрачной логикой модели. Имея более 10 лет опыта работы с Python/TypeScript, фреймворками машинного обучения (PyTorch/TensorFlow) и системами обработки финансовых данных, я могу разработать масштабируемую архитектуру, включающую: безопасный прием данных через API/CSV/OFX, нормализацию транзакций с учетом валюты, категоризацию расходов на основе машинного обучения, модели прогнозирования (сезонность + обнаружение разрывов) и разговорный слой на основе LLM для объяснений и рекомендаций по планированию. Система будет соответствовать требованиям GDPR, обеспечивая шифрование данных в состоянии покоя и при передаче, доступ на основе ролей и возможность развертывания на AWS/GCP/Azure или локально. Я разработаю модульную структуру, позволяющую в будущем расширять ее функционал для инвестиционного консультирования. В результаты работы будут включены: • Функциональный веб-прототип, подключенный к тестовым данным • Чистый, документированный репозиторий с модульными тестами • Техническая документация + записанная демонстрация Я предоставлю 2 года бесплатной постоянной поддержки и полный исходный код. Спасибо.

@tangramua

Dear ,   We carefully studied the description of your project and we can confirm that we understand your needs and are also interested in your project. Our team has the necessary resources to start your project as soon as possible and complete it in a very short time.   We are 25 years in this business and our technical specialists have strong experience in Cloud Computing, User Interface / IA, Machine Learning (ML), Financial Analysis, Data Visualization, API Development and other technologies relevant to your project.   Please, review our profile https://www.freelancer.com/u/tangramua where you can find detailed information about our company, our portfolio, and the client's recent reviews.   Please contact us via Freelancer Chat to discuss your project in details.    Best regards, Sales department Tangram Canada Inc.     

@Julian29

Привет, Я внимательно изучил ваши требования к AI Finance Assistant и полностью понимаю, что цель состоит в том, чтобы создать безопасную модульную платформу на базе искусственного интеллекта, способную агрегировать финансовые данные, генерировать ценную информацию и предоставлять действенные рекомендации. >>>> Несколько языков (русский, английский, Грузия) <<<< **** Отслеживать ход проекта можно с помощью трекера. Я готов работать 40 часов в неделю **** У меня более 10 лет опыта в комплексной разработке, AI/ML и финансовых приложениях. Я могу предоставить готовое к производству решение, которое включает в себя: • Агрегация и нормализация данных – подключайтесь к безопасным банковским/инвестиционным API или файлам CSV/OFX, автоматически классифицируя транзакции и обрабатывая мультивалютные данные. • Бюджетирование и оптимизация расходов. Отслеживайте фактические и запланированные расходы и предлагайте персонализированную оптимизацию в режиме реального времени. • Прогнозирование денежных потоков. Создавайте прогнозы, выявляйте сезонность и пробелы, а также визуализируйте тенденции с помощью интерактивных диаграмм. • Индивидуальное финансовое планирование. Создавайте целенаправленные рекомендации на основе поведения пользователя, профиля риска и целей с четким объяснением логики модели. • Безопасный уровень искусственного интеллекта — интерфейс в стиле LLM/ChatGPT для диалогового руководства с шифрованием при передаче и хранении, Спасибо.

@OutsourceMan

⭐⭐⭐⭐⭐ Здравствуйте, Valuable Client. CnELIndia под руководством Raman Ladhani реализует AI-финансового ассистента под ключ. Этапы работы: Аналитика и архитектура: проектируем модульную систему (ingestion, ML, LLM-слой, UI), закладывая расширение до инвестиционного модуля. Интеграции: подключаем open-banking API и загрузку CSV/OFX, настраиваем secure API, шифрование at-rest/in-transit и соответствие GDPR/ISO 27001. ML-ядро (Python, PyTorch/TensorFlow): категоризация транзакций, прогноз cash-flow (MAE-метрики), выявление сезонности и разрывов. LLM-интерфейс: диалоговый слой с объяснимыми рекомендациями по бюджету, лимитам и долгосрочным целям. Frontend (TypeScript): интерактивные дашборды и визуализация. Деплой (AWS/GCP/Azure или on-prem), CI/CD, unit-тесты. Результат: рабочий web-прототип с тестовыми данными, чистый репозиторий с документацией и видео-демо.

@juanjosec63

Hello, I’m excited about the opportunity to contribute to your project. With my expertise in Python/TypeScript, secure data ingestion pipelines (CSV/OFX + API connectors), ML forecasting and categorization, LLM/ChatGPT-style conversational layers, and strong security practices (encryption in-transit and at-rest, GDPR-minded architecture), I can deliver a financial AI assistant that consolidates assets/liabilities, builds budgets, forecasts cashflow, and generates personalized recommendations with clear explanations. I’ll tailor the work to your exact requirements, delivering a working prototype with test data connectors, interactive dashboards for spend and cashflow trends, a modular backend ready for future investment advisory, and a clean repo with unit tests plus documentation and a demo walkthrough. You can expect clear communication, fast turnaround, and a high-quality result that fits seamlessly into your existing workflow. Best regards, Juan

@trm66614

Hi there, Good afternoon I am Talha. I have read you project details i saw you need help with Cloud Computing, Financial Analysis, User Interface / IA, API Development, Data Visualization and Machine Learning (ML) I am excited to submit my proposal for your project, which focuses on a comprehensive project plan. To begin, we will thoroughly understand your project's objectives and requirements, ensuring alignment on scope and goals. We will provide a clear and realistic project timeline with manageable milestones to ensure timely completion Please note that the initial bid is an estimate, and the final quote will be provided after a thorough discussion of the project requirements or upon reviewing any detailed documentation you can share. Could you please share any available detailed documentation? I'm also open to further discussions to explore specific aspects of the project. Thanks Regards. Talha Ramzan

@noursherif030

With more than five years of experience in software development, I offer a unique blend of technical expertise and thorough knowledge in Python, TypeScript, and modern ML frameworks like PyTorch and TensorFlow. My skills in Cloud Computing coupled with my proficiency in AWS, GCP, and Azure perfectly aligns with your requirement for cloud deployment while adhering to GDPR/ISO 27001. I have profound experience in working with machine learning algorithms that would be essential for your AI assistant. Talking about security, I understand the need for utmost data safety while handling financial information. My understanding of encryption methods ensures secure transmission and storage of data. Moreover, my inclination towards cybersecurity shall extensively cover the aspect of data protection while using secure APIs or CSV/OFX files. The practical exposure I have had in Open-Banking API along with my command over Python/TypeScript can help create a web or mobile-based financial assistant prototype that seamlessly pulls transactional history, banking statements, and investment portfolio details. Additionally, I can integrate an LLM/ChatGPT-style dialog interface layer so that your assistant proactively carries out tasks like creating personalized budgets, real-time expense tracking, creating forecasts using interactive graphs to provide insightful analytics and even generating fully-individualized plans for users based on their behavior, goals, and risk-profiles.

@devendrathakur12

Hello, I specialize in AI fintech systems and built & customized large scale financial analytics platforms. The main challenge here is securely aggregating banking data while delivering accurate forecasts and personalized advice. I am certified in Python development and I will solve this using PyTorch models, Open Banking APIs, and an LLM layer with end-to-end encryption on AWS. Which countries’ banks must we support first? Will users connect via Plaid or direct APIs? Target accuracy for categorization? On-prem or cloud preferred? I’ll design it modular for future advisory features. Best regards, Devendra S.

@n2rtechnologies

Hello, I am excited about the opportunity to develop a comprehensive financial assistant powered by AI. This project aligns perfectly with my expertise in creating intelligent solutions that enhance user experience and streamline financial management. I understand the importance of delivering a tool that not only assists users with financial tasks but also provides insightful analysis and visualization of their financial data. I will ensure that the final product includes robust features for financial analysis, user-friendly interfaces, and seamless integration with existing systems. My approach will focus on delivering a high-quality, intuitive assistant that meets your specific needs and empowers users in their financial decision-making. I look forward to discussing how I can bring your vision to life. Regards, Nurul Hasan

@billybryan98

Hello, I hope you are doing well. I’m an AI and financial systems specialist who designs secure, scalable financial assistants. I focus on building data pipelines, budgeting, forecasting, and user-friendly interfaces, using Python/TypeScript and modern ML tooling with a privacy-first mindset. I’ve delivered systems that automatically pull transaction histories and investment data via open banking APIs or CSV/OFX files, normalize currencies and categories, generate personalized budgets, and forecast cash flows with interactive visuals. The design emphasizes modularity, so an investment-advisory module can be added later without reworking core parts. I also ensure at-rest and in-transit encryption and can deploy on AWS/GCP/Azure or on-prem, compliant with GDPR/ISO 27001. I can deliver a working prototype connected to test data, a clean, documented repository with unit tests, and concise technical docs plus a video walkthrough. We’ll align on milestones, quality metrics (MAE for forecasts, categorization accuracy), and governance from the start. Please feel free to contact me so we can discuss more details. I am looking forward to the chance of working together. Best regards,

@chiragardeshna

Здравствуйте, Я подхожу для этой задачи, потому что разрабатывал AI-системы в финтех-контексте с интеграцией open-banking API, моделями прогнозирования и защищённой архитектурой хранения данных. У меня есть опыт построения пайплайнов на Python с использованием PyTorch, LLM-слоя для диалогового интерфейса, автоматической категоризации транзакций, cash-flow forecasting и визуализации финансовых показателей. Я проектирую системы с шифрованием данных at-rest и in-transit, ролевой моделью доступа и развертыванием в AWS или on-prem с учётом GDPR. Архитектурно я разделю систему на модули: слой интеграции с банками и CSV/OFX, нормализацию и категоризацию данных, аналитический блок прогнозирования и риск-профиля, а также LLM-ассистент для объяснения рекомендаций. Такой подход позволит масштабировать систему и позже добавить инвестиционный модуль без переработки ядра. Я снижаю риски через валидацию метрик качества, MAE для прогнозов, точность категоризации, и покрытие unit-тестами ключевой бизнес-логики до выхода в продакшн. Готов обсудить архитектуру, этапы разработки и KPI проекта и приступить к планированию немедленно. С уважением, Chirag

@AlexVydrin

Hello, I have experience building AI-driven fintech tools with open-banking integrations, transaction categorization models, and LLM-powered advisory layers. I would architect this as a modular system: secure ingestion layer (Open Banking APIs + CSV/OFX parsers), data normalization and currency engine, ML layer for categorization and cash-flow forecasting, and an LLM interface for explainable financial insights. All sensitive data would be encrypted at rest and in transit, with GDPR-aligned access controls and audit logging. For forecasting and budgeting, I’d combine time-series models (Prophet/LSTM) with behavioral segmentation to generate adaptive recommendations, measuring MAE and classification accuracy from the start. The prototype can be delivered as a responsive web app with interactive dashboards and a conversational AI assistant. Happy to discuss milestones, validation metrics, and deployment strategy before kickoff.

@kanika6665

Hello, I am excited about the opportunity to develop a comprehensive financial assistant powered by AI for you. Leveraging my 12+ years of experience in Full-Stack Development, AI Integration, and Automation, I am confident in delivering a high-quality solution tailored to your needs. I will ensure the AI assistant automates data aggregation, analyzes assets and liabilities, creates budgets, tracks expenses, forecasts cash flows, and provides personalized financial plans seamlessly. Using Python, modern ML frameworks (PyTorch, TensorFlow), and secure data encryption, I will build a prototype with a user-friendly interface and connect it to test data. Once completed, you will receive a functional prototype, a clean repository with documented code and unit tests, technical documentation, and a video demo. I am keen on discussing timelines, project milestones, and quality metrics like MAE for forecasts and expense categorization accuracy before commencing the project. Looking forward to collaborating. How soon can we discuss the project milestones and quality metrics before starting the development process?

@mugencodes

Hi, hope you are well. I am a project manager for a team of talented people with various skills. As a project manager with many years of experience in API Development, I helped many clients reach their goals. Feel free to visit our website to check our team and portfolio. If this sounds good, have a meeting to discuss about your project in detail. Looking forward, Jayabrata Bhaduri

@Solutionzhere

With our AI, ER, and CRM expertise, we will develop an AI assistant to revolutionize your finance management. Drawing on our proficiency in Python/TypeScript and advanced ML frameworks like PyTorch and TensorFlow, the assistant will automatically collate transaction history, banking statements, and investment portfolio details while carefully recognizing currencies and categories. This refined data will form the basis for personalized budgeting and real-time expenditure optimization suggestions. Driven by behavioral analysis, goals, and risk profiling, our assistant will provide fully individualized plans – from monthly limits to long-term objectives like mortgages or education expenses. Let's talk more over chat.

@shibbuquadir

As a freelancer with experience in API development and data visualization, I bring the unique skills necessary to build and integrate the AI financial assistant you need for this project. My team at Paper Perfect comprises of professionals proficient in Python/TypeScript and modern ML frameworks like PyTorch and TensorFlow, ready to handle data encryption both at rest and in transit. We also offer web/mobile app development using the latest technologies such as LLM/ChatGPT-style layers for conversational interfaces. Moreover, our ability to work with open-banking APIs and familiarity with financial models adds immense value to our service. With your intent for cloud deployment (AWS, GCP, Azure) aligning with our expertise, GDPR/ISO 27001 compliance won't be an issue. To add accountability to our offering, we'll provide you with a clean code repository with unit tests and technical documentation alongside a video demo all encompassing toward a fruitful delivery. Overall, our focus on delivering tailored solutions while adhering to project timelines is what sets us apart. Let's analyze your business requirements further and I'll ensure MAE metrics for forecasting accuracy and expense categorization are met successfully. Get perfect results from Paper Perfect!

@mengw3

As an AI and ML specialist with over 20 years of experience delivering high-quality projects, I am more than equipped to develop your comprehensive financial assistant. My proficiency in Python, TypeScript, and modern ML frameworks such as PyTorch and TensorFlow will enable me to effectively build a functional prototype with the ability to pull data from secure APIs or CSV/OFX files to recognize currencies and categories accurately. Additionally, I'm well-versed in creating data visualizations for complex financial analyses so you can be sure your interactive graphs will be intuitive and illuminating. Having worked on Django and Flask for backend with frameworks like React and Vue.js on the frontend, I can ensure a well-rounded architecture that aligns with your needs. Lastly, my experience extends to working with open-banking APIs as well as UI/UX for financial applications - all invaluable assets for this project. Having successfully handled similar projects involving API development and data visualization, I am confident in my capability to deliver your desired outcome: a functional prototype connected to test data, a clean repository of documented code accompanied by thorough unit testing, technical documentation, plus a video demo covering it all. Let's connect soon and piece together the extraordinary solution you envision!