Accountant MVP

An intelligent accounting web application that automates bookkeeping by extracting and categorizing transaction data from uploaded bank statements using OCR.

Features

• Multi-tenant Architecture: Supports multiple organizations and users.
• Statement Uploads: Upload bank statements in PDF or image formats.
• OCR Processing: Automatically extracts dates, descriptions, and amounts from statements using Tesseract OCR.
• Auto-Categorization: Rule-based engine to categorize transactions automatically.
• Financial Dashboard: View income, expenses, and transaction history at a glance.

Tech Stack

• Backend: Python, Django
• Database: SQLite (Default for MVP, configurable to PostgreSQL)
• OCR: pytesseract, pdfplumber, Tesseract OCR
• Frontend: Tailwind CSS, Chart.js

Installation

Prerequisites

• Python 3.10+
• Tesseract OCR (sudo apt-get install tesseract-ocr on Ubuntu/Debian or brew install tesseract on macOS)

Setup

1. Clone the repository:

   git clone <repository-url>
   cd accountant

2. Create and activate a virtual environment:

   python3 -m venv venv
   source venv/bin/activate

3. Install dependencies:

   pip install -r requirements.txt

4. Run migrations:

   python manage.py migrate

5. Create a superuser:

   python manage.py createsuperuser

6. Start the development server:

   python manage.py runserver

7. Open http://127.0.0.1:8000 in your browser.