AI Financial Reporting & Revenue Intelligence

Portfolio AI app: RAG, guarded NL-to-SQL, anomaly monitoring, forecasting, and Dockerized FastAPI
RAG + vector search Guarded SQL generation Forecasting + alerts RBAC + audit controls
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Ask the Financials - RAG + vector search

Grounded answers over de-identified financial summaries, with source IDs, similarity scores, metadata filters, and PHI safeguards.

Tech Pinecone-ready vector DBOpenAI embeddings Metadata filteringPHI scanRAG evaluation
1. Embed question 2. Search Pinecone 3. Return citations 4. Build context 5. Generate answer 6. Scan + audit
facility example attorney example PHI block (should refuse)
Ask a finance question to see the answer, citations, retrieval scores, and safety status.

Natural-Language Query - guarded NL-to-SQL

Plain English to safe read-only SQL, with validation, row limits, CSV export, and audit logging.

Tech LLM/stub SQL gensqlglot validation Read-only SQLiteRow cap + timeout
top 10 collections by attorney 180+ aging unpaid visits unsafe (should reject)
No query run yet.

Anomaly Alerts - monitored financial risk

Forecast deviation, CUSUM, and IsolationForest alerts with severity, expected-vs-actual values, and driver narratives.

Tech Forecast deviationCUSUM IsolationForestSeverity rulesAlert audit
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Collections Forecast - model registry output

Seasonal-trend forecasts with 80% confidence intervals, champion registry support, and rollback-ready model versions.

Tech Seasonal trend modelChampion registry 30/60/90d horizonsSQLite forecasts80% CI
No forecast loaded.