Financial Roaster

An AI-powered financial analysis tool using AWS Bedrock and multi-agent orchestration to analyze spending habits with 4 specialized AI agents working in parallel.

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Overview

Financial Roaster is an AI-powered tool that analyzes your spending data and delivers personalized, humorous feedback on your financial habits. It uses a multi-agent architecture to provide comprehensive analysis.

Tech Stack

  • AI Engine: AWS Bedrock + Claude 3 Haiku
  • Workflow: LangGraph + Agent Core
  • Backend: FastAPI (Python)
  • Frontend: HTML/CSS/JavaScript
  • Deployment: Render
  • OCR: PyMuPDF + EasyOCR

Multi-Agent Architecture

The system uses 4 specialized AI agents that work together:

1. The Accountant

  • Cleans and normalizes transaction names
  • Categorizes uncategorized transactions
  • Flags data quality issues

2. The Detective

  • Identifies recurring subscriptions
  • Detects spending patterns and trends
  • Highlights frequent merchants

3. The Risk Manager

  • Identifies potential overdraft behavior
  • Flags impulse purchase patterns
  • Detects concerning spending habits

4. The Judge

  • Calculates an overall financial health score (0-100)
  • Synthesizes findings from other agents
  • Generates the final analysis

Parallel Processing

Agents run concurrently using Python’s ThreadPoolExecutor, reducing analysis time by approximately 50%:

with ThreadPoolExecutor(max_workers=3) as executor:
    detective_future = executor.submit(find_patterns)
    risk_manager_future = executor.submit(assess_risks)
    judge_future = executor.submit(calculate_chaos)

Key Features

  • Multi-format input: Supports CSV, PDF, images, and manual text entry
  • Smart parsing: Combines regex and AI for accurate data extraction
  • Interactive results: 3D flip cards for shareable output
  • Mobile responsive: Optimized for all device sizes
  • Cost efficient: ~$0.01 per analysis

Deployment

  • Platform: Render (auto-deploys from GitHub)
  • Environment: Python 3.11 + AWS Bedrock
  • Caching: File-hash based caching to avoid redundant processing