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English · 中文 · 日本語

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Overview

FinPilot is an open-source, enterprise-ready virtual finance department — a multi-agent system that replaces the finance function of a company (management accounting, bookkeeping, budgeting, treasury, reporting, audit). It is built for business owners and decision makers: you speak business language, the department (led by a virtual CFO coordinating specialist agents) does the accounting and reports back with computed, traceable, and auditable results. FinPilot enables you to:

• Query data in plain language — natural-language questions are translated into SQL and executed against your database.
• Automate report generation — template-based report generation with subscription push and approval workflows.
• Ask questions over documents — RAG-based Q&A over Excel, PDF, CSV, and DOCX files.
• Run financial modeling — DCF, DDM, LBO, WACC, comparables, and Monte Carlo simulations on deterministic code.

Every output is computed by code and narrated by the model, with a complete run-log for traceability and audit.

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Core Capabilities

| Area | Capability | | :--- | :--- | | 🤖 Conversational Q&A | Upload Excel/PDF/CSV/DOCX in chat; SSE streaming with live reasoning steps | | 📊 Financial Modeling | DCF · DDM · LBO · WACC · comparables · Monte Carlo — deterministic, pure-Python calculators | | 📑 Report Center | Template-based reports, subscription push, approval workflow; export to PDF / Excel / PPT / Markdown / JSON with export history | | 🔍 RAG Document Q&A | BM25 + vector + RRF fusion retrieval; multi-format document parsers | | 📈 LLM Usage & Cost | Per-user token/cost tracking, cost dashboard, monthly budget vs spend, per-model pricing | | 🌐 Market Data | Real-time quotes, historical candles & fundamentals via agent tools (A/HK/US tickers) | | 🎯 Agent Modes | ReAct · multi-agent investment debate · explainability (configurable per agent) | | 🛡 Security & Compliance | Role-based access + scoped API keys, TOTP 2FA, PII masking, SQL-injection sandbox, prompt-injection guard, audit log | | 📡 Run-Log | Live monitoring: logs, Q&A replay, module status, statistics | | 🧰 Extensibility | Tools · Skills · MCP servers · code sandbox · prompt management | | 💬 Chat-as-Control | Slash commands, role-filtered; full system administration from the chat interface | | 📱 Mobile-First UI | Responsive mobile shell; desktop pages degrade gracefully | | 🚨 Precise Error Handling | Layered error system (network / auth / client / server) with actionable diagnostics |

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Product Showcase

Product demo (1:02, silent): a live session — real login, real LLM calls, conversational Q&A with document upload, chart generation (/chart), slash-command management, and click-through navigation. Loading/loading-spinner segments were trimmed so only the core flows remain.

_{▶ Watch demo · Full-length demo (3:57) · ⬇ Download mp4}

| Login | Dashboard | |:---:|:---:| | | |

| Conversational Q&A | NL2SQL query result | |:---:|:---:| | | |

| AI-generated report | Document management | |:---:|:---:| | | |

| Security — 2FA setup | System settings | |:---:|:---:| | | |

| LLM providers (e.g. Aliyun Bailian) | MCP servers | |:---:|:---:| | | |

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Key Differentiators

• Computed, not generated. Financial calculations (DCF, WACC, backtesting, ratios, …) run on deterministic code. The model explains results — it does not fabricate numbers.
• Fully traceable. Every API call, Q&A turn, and module operation is recorded in the run-log, enabling step-by-step replay and audit.
• Chat as a control plane. A role-filtered command palette (/) lets administrators operate the entire system from the conversation; regular users only see what their permissions allow.

Additional enterprise features: RAG document Q&A (BM25 + vector + RRF fusion), Excel/PDF/DOCX parsing, role-based access with scoped API keys, TOTP 2FA, per-user LLM cost tracking, real-time market data tools, mobile-responsive UI, and a layered error system that identifies the exact layer of failure.

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Quick Start

git clone https://github.com/weed33834/FinPilot.git   # or any mirror below
cd FinPilot
backend
python3 -m venv venv && source venv/bin/activate
pip install -e .
cp .env.example .env        # configure your LLM API key
uvicorn finpilotequity.webapp.main:app --host 0.0.0.0 --port 8001
frontend
cd frontend && npm install && npm run dev

Open http://localhost:5174, sign in with the auto-created admin account (FINPILOTADMINEMAIL / FINPILOTADMINPASSWORD in .env), and start querying.

LLM providers are configured in Admin → LLM Providers (stored in the database, with env-var fallback). Any OpenAI-compatible endpoint is supported — Aliyun Bailian, DeepSeek, Zhipu, and others.

Docker deployment: docker compose up -d (Redis + PostgreSQL + backend + frontend). See docs/DEPLOYMENT.md for details.

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Technology Stack

Python 3.10–3.13 · FastAPI · LangGraph · SQLAlchemy · Pydantic · React 19 · Vite · TypeScript · Tailwind 4 · Zustand · Recharts · i18next · pdfplumber · openpyxl · BM25 · SQLite/PostgreSQL · Redis · Docker

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Roadmap

• ✅ v1/v2 — conversational Q&A, RAG, run-log, reports & approvals, security baseline, slash commands, financial validation engine, multi-agent debate, backtesting & factor mining, MCP/skill/tool management, i18n (en/zh), mobile-first
• 🚧 v2.1 — real-time market data, knowledge-graph fusion, enterprise SSO

Full history in CHANGELOG.md.

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Contributing

Issues and pull requests are welcome — see CONTRIBUTING.md. Report security issues via SECURITY.md; do not disclose them in public issues.

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Mirrors

The same codebase is synchronized across three platforms — choose the one that works best for you.

| Platform | URL | |----------|-----| | GitHub | https://github.com/weed33834/FinPilot | | GitCode | https://gitcode.com/badhope/FinPilot | | Gitee | https://gitee.com/badhope/FinPilot |

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License

MIT — see LICENSE.

Disclaimer: for learning and research purposes only; not financial advice.