PersonaFinSight (e-finsight)

PersonaFinSight, also called e-finsight, is an AI-powered financial insights platform for analyzing banking transactions with RAG and multi-agent AI systems.

The original idea connects to bank accounts through TrueLayer, ingests recent transaction history, and uses AI to help with spending analysis, budget recommendations, investment advice, and natural language financial questions.

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Getting Started

docker compose up -d
cp .env.example .env.local   # add your Google OAuth credentials
cargo run

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API Endpoints

Authentication

• GET /api/v1/auth/google
• GET /api/v1/auth/google/callback
• POST /api/v1/auth/logout

Bank Connection

• GET /api/v1/bank/connect
• GET /api/v1/bank/callback

Transactions

• POST /api/v1/transactions/ingest
• GET /api/v1/transactions
• GET /api/v1/transactions/count

Chats

• POST /api/v1/chats
• POST /api/v1/chats/{chat_id}
• GET /api/v1/chats/{chat_id}
• GET /api/v1/chats

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Note: This project is currently being rebuilt as a personal Java project in Rust.