YourFinanceWORKS – Open-source financial management with AI

Description and use

YourFinanceWORKS – an open-source, self-hosted financial management platform with AI-powered OCR, natural language queries, and extensible plugins, offering enterprise features without high costs.

Problem

Existing financial software is expensive, lacks privacy, and often fails to deliver true AI automation.

Outcome

YourFinanceWORKS delivers enterprise-level financial management with AI automation in a self-hosted, open-source stack, reducing costs and enhancing privacy.

Workflow

• Clone the repo and start the stack with Docker Compose
• Configure tenant databases and AI prompt settings
• Use AI OCR to extract data from receipts and invoices
• Query financial data via natural language or dashboards
• Set up multi-level approval workflows with AI validation
• Deploy to production with Docker and production-ready configs

Evidence

Multi-tenant design with database-per-tenant isolation

Source

AI-powered OCR using vision models (95%+ accuracy)

Source