PDF Bank Statement Analyzer

A full-stack application that converts bank statements from PDF format into structured profit and loss statements using OCR and AI-powered parsing.

Features

• PDF upload and processing
• OCR text extraction
• Intelligent transaction categorization
• Income and expense tracking
• Beautiful and responsive UI
• Real-time updates using React Query

Tech Stack

Frontend

• React.js with TypeScript
• Tailwind CSS for styling
• React Query for state management
• Axios for API requests

Backend

• Node.js with Express
• MongoDB for data storage
• Python for PDF processing
• Tesseract OCR for text extraction
• OpenCV for image preprocessing

Prerequisites

• Node.js (v14 or higher)
• Python 3.8 or higher
• MongoDB
• Tesseract OCR
• poppler-utils (for pdf2image)

Installing Prerequisites

macOS

# Install Homebrew if not already installed
/bin/bash -c "$(curl -fsSL https://raw.githubusercontent.com/Homebrew/install/HEAD/install.sh)"

# Install dependencies
brew install tesseract
brew install poppler
brew install mongodb-community

# Start MongoDB
brew services start mongodb-community

Setup

1. Clone the repository:

git clone <repository-url>
cd pdf-statement-analyzer

1. Install frontend dependencies:

cd client
npm install

1. Install backend dependencies:

cd ../server
npm install

1. Install Python dependencies:

cd python_backend
pip install -r requirements.txt

1. Create necessary directories:

mkdir uploads

1. Set up environment variables:

cp .env.example .env
# Edit .env with your configuration

Running the Application

1. Start the frontend development server:

cd client
npm run dev

1. Start the backend server:

cd server
npm start

The application will be available at:

• Frontend: http://localhost:5173
• Backend: http://localhost:3000

Usage

1. Open the application in your web browser
2. Click the upload button or drag and drop a PDF bank statement
3. Wait for the processing to complete
4. View the analyzed statement with categorized transactions and totals

Development

• Frontend code is in the client directory
• Backend Node.js code is in the server directory
• Python PDF processing code is in the server/python_backend directory

Contributing

1. Fork the repository
2. Create a feature branch
3. Commit your changes
4. Push to the branch
5. Create a Pull Request

License

This project is licensed under the MIT License - see the LICENSE file for details.