ashleykleynhans/BankBot

Chat with your South African bank statements powered by local LLM # BankBot A local-first application that parses South African bank statement PDFs, auto-classifies transactions using a local LLM, and lets you explore your spending through a modern web UI or CLI chat interface. All data stays on your machine. ## Supported Banks - FNB (First National Bank) - PDF parsing - Investec Private Bank - PDF parsing + Programmable Banking API Want to add support for another bank? See Adding Support for New Banks. > [!WARNING] > This application processes sensitive financial data. **Run locally only** - do > not deploy to cloud services or expose to the internet. Your bank statements > contain personal information that should never leave your machine. > [!IMPORTANT] > **DISCLAIMER** > > BankBot is an independent, open-source project. It is **not affiliated with, > endorsed by, or sponsored by** FNB, Investec, or any other financial > institution. All bank names, logos, and trademarks are the property of their > respective owners and are referenced only for interoperability. > > Transaction classifications, totals, and chat responses are produced by a > local language model and **may be inaccurate, incomplete, or out of date**. > Nothing in this tool constitutes financial, tax, accounting, or legal advice. > Always verify figures against your official bank statements before making > any financial decision. > > This software is provided "as is", without warranty of any kind. You assume > all risk associated with its use, including but not limited to data loss, > misclassification, and reliance on any generated output. ## Features - **PDF Parsing**: Extract transactions from FNB and Investec bank statement PDFs - **Investec API**: Fetch transactions directly from the Investec Programmable Banking API - **Auto-Classification**: Uses local LLM to categorize transactions (doctor, groceries, utilities, etc.) - **Chat Interface**: Ask natural language questions about your spending - **REST + WebSocket API**: Integrate with frontend applicati …