CashFlowAI
An internal technical dashboard for a financial company, featuring AI chatbots, automated reporting, and integrated data visualization.
Overview
CashFlowAI is an internal platform built for a financial services company to streamline operations through AI. The system combines a RAG-powered chatbot management dashboard, embedded PowerBI analytics, and automated email reporting driven by SQL queries and AI-generated summaries. We designed and developed the full-stack application to serve as a central hub for the company's data-driven workflows.
What We Did
RAG Pipeline & Chatbot Management
Built an admin dashboard for managing AI chatbots powered by a Retrieval-Augmented Generation pipeline. Financial advisors can deploy, configure, and monitor domain-specific assistants from one place.
PowerBI Dashboard Viewer
Developed an integrated tool that lets team members view and interact with their PowerBI dashboards directly in the platform, with filtering by account and asset class.
Email Automations
Implemented scheduled email automations that run SQL queries against portfolio data and generate AI-powered summaries, delivering actionable reports to stakeholders on a recurring basis.
System Architecture
Designed the end-to-end RAG architecture, from document indexing into a vector database to retrieval and LLM-powered response generation, ensuring accurate and context-aware financial insights.