Folio: Local-First AI Financial Auditor for Freelancers

Описание и применение

Folio – локальный AI‑аудитор для фрилансеров, который классифицирует расходы, обнаруживает аномалии и генерирует юридические документы без облачных сервисов.

Задача

Freelancers miss tax write‑offs and pay high SaaS accounting fees while fearing cloud data privacy.

Результат

Folio enables freelancers to capture all deductible expenses, detect hidden recurring costs, and produce legally‑cited defense documents locally, eliminating cloud leaks and reducing accounting costs to zero.

Рабочий процесс

• Clone the repo and run python run.py locally.
• Open http://127.0.0.1:8000 in a browser.
• Upload a raw CSV bank statement via the dropzone.
• TabPFN 3.5 auto‑categorizes each transaction with confidence scores.
• Gemma 2 generates legal defense statements citing relevant tax codes.
• Review anomaly alerts for phantom SaaS fees or pricing spikes.
• Export the itemized deduction schedule as CSV.
• Listen to the 30‑second audio briefing for a quick summary.

Доказательства

Folio pairs Prior Labs' TabPFN 3.5 (the state‑of‑the‑art foundation model for tabular data) with Google’s Gemma 2 (open weights) to deliver…

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Drop in your raw bank or credit card CSV (Chase, Mercury, Wise, Amex, HDFC, ICICI, SBI, Stripe, PayPal). TabPFN auto‑categorizes expenses…

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Gemma writes the legal defense certificate citing exact statutory tax codes — Section 37(1) & 44ADA of the Indian Income Tax Act, or IRC §162(a) for IRS Schedule…

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