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Data Visualization
Finance assistant

Finance assistant

Finance chatbot using vectara-agentic

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What is Finance assistant ?

The Finance assistant is a cutting-edge finance chatbot designed to assist users with financial data analysis and visualization. Built using vectara-agentic, it leverages advanced AI capabilities to deliver actionable insights tailored to your financial needs. The assistant is developed with Streamlit, enabling interactive web-based applications that provide a seamless user experience. Whether you need to track expenses, analyze investments, or generate financial reports, Finance assistant offers a comprehensive suite of tools to streamline your financial tasks.

Features

• Real-time financial insights: Get instant analysis of financial data and market trends.
• Interactive dashboards: Visualize your data in customizable charts, graphs, and tables.
• Multi-language support: Access the assistant in multiple languages for global compatibility.
• Customizable reports: Generate tailored reports based on your specific financial goals.
• AI-driven recommendations: Receive smart suggestions for improving your financial strategies.
• Quick access via web: No downloads required; access the assistant directly from your browser.
• Budgeting tools: Track income, expenses, and savings with user-friendly tools.

How to use Finance assistant ?

  1. Open a web browser and navigate to the Finance assistant URL.
  2. Interact with the chat interface by typing your financial-related queries.
  3. Use the interactive visualizations to explore your data in real time.
  4. Customize the dashboards and reports to suit your needs.
  5. Save or export your results for future reference.

Frequently Asked Questions

What is Finance assistant used for?
Finance assistant is used for managing and analyzing financial data, creating interactive visualizations, and providing real-time insights to support better financial decisions.

How do I customize the dashboards?
You can customize the dashboards by selecting specific metrics, time ranges, and visualization types to suit your financial goals.

Is Finance assistant available in multiple languages?
Yes, Finance assistant supports multiple languages, making it accessible to a global audience.

Do I need to install additional software to use Finance assistant?
No, Finance assistant is a web-based application and can be accessed directly through your browser without any downloads.

Can I save my reports for later use?
Yes, you can save or export your reports in various formats (e.g., PDF, Excel) for future reference.

How is Finance assistant different from other finance tools?
Finance assistant combines AI-driven insights with interactive data visualization, offering a more intuitive and personalized experience compared to traditional tools.

What data sources does Finance assistant support?
Finance assistant can connect to a variety of financial data sources, including spreadsheets, databases, and cloud storage services.

Can I use Finance assistant for free?
Yes, Finance assistant offers a free version with essential features. Premium features require a subscription.

How do I get started with Finance assistant?
Simply open your web browser, navigate to the Finance assistant URL, and start interacting with the chat interface to begin using the tool.

Is Finance assistant secure?
Yes, Finance assistant is built with robust security measures to protect your data and ensure your financial information remains confidential.

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