Shadman919/cfo-copilot-shadman

🧮 Mini CFO Copilot

An AI-powered FP&A assistant that answers finance questions directly from structured data (actuals, budget, fx, and cash).

✅ Built as part of the final-round Software Engineering (AI) Internship assignment.

🚀 Features

• —Ask finance questions in natural language
• —“What was June 2025 revenue vs budget in USD?”
• —“Show Gross Margin % trend for the last 3 months.”
• —“Break down Opex by category for June.”
• —“What is our cash runway right now?”
• —“Show EBITDA trend.”

• —Deterministic workflow
• —Interpret the CFO question (intent classification)
• —Run the correct data function
• —Return concise text + visualization

• —Charts: inline with Streamlit (matplotlib/plotly)
• —Optional: Export PDF (Revenue vs Budget, Opex breakdown, Cash trend)

📊 Metrics Implemented

• —Revenue vs Budget (USD)
• —Gross Margin % = (Revenue – COGS) / Revenue
• —Opex Breakdown by category (Sales, R&D, G&A)
• —EBITDA = Revenue – COGS – Opex
• —Cash Runway = Cash ÷ avg monthly net burn (last 3 months)

📂 Project Structure

app.py             # Streamlit entry point
agent/             # Planner + tools (intent classifier + finance functions)
fixtures/          # data.xlsx (main source); CSVs kept as fallback
tests/             # Unit tests (pytest)
requirements.txt   # Python dependencies
README.md          # This file
Dockerfile         # Hugging Face deployment