lock 100% local
picture_as_pdf Bank PDFs
monitoring Health index
Analysing bank statements without letting them leave the machine
Turning bank statement PDFs into an operational financial health diagnosis, with models running locally for an obvious reason.
Tech stack
OllamaPDF processingFinancial analysis
flag
Context
Bank statements arrive as PDFs and contain a full X-ray of a business or a person: who they deal with, how much, when and for what. Extracting a useful diagnosis from that is a data problem; doing it without exposing the data is a design problem.
shield
The decision
- • All processing — PDF reading and language-model analysis — runs on the machine itself.
- • No document or fragment is sent to an external artificial intelligence service.
- • The output is an operational financial health index, not a pile of charts with no conclusion.
lightbulb
What I learned
That there are categories of data where convenience is not a valid argument. A bank statement is one of them: if the only way to analyse it is to upload it to a third party, the right answer is to change the method, not to accept the risk.