YORO

YORO - AI-Powered Financial and Lending Integration

Background

The primary objective of YORO is to provide users with an efficient and intuitive way to access financial and lending data using simple text-based queries. By leveraging AI, YORO interprets user queries and delivers accurate responses in multiple formats, including charts, PDFs, images, and text. Traditional financial data retrieval systems often require users to navigate complex dashboards and manually extract relevant information. YORO simplifies this process by enabling conversational interactions, making financial data more accessible to users with varying levels of expertise.

Key Challenges

Understanding user questions accurately from users, as they ask financial questions in different ways, the system must correctly interpret their intent, even with varied wording and terminology. Seamlessly integrate a third-party application to pull financial data in real time without delays or errors. Handling large financial data efficiently and processing vast amounts of financial information quickly is critical to providing a smooth user experience without lag. Ensuring security and scalability of the system, it must protect sensitive financial data while being scalable to handle growing numbers of users and queries. Delivering insights in multiple formats for users, financial insights need to be presented in different ways—charts, PDFs, and summaries—so they can easily understand and use the information.

Our Solution

AI-Driven query understanding and using advanced AI models to accurately interpret user questions and provide context-aware financial insights. Seamless Odoo ERP Integration that connects YORO with third-party applications in real-time, ensuring users get the latest financial data instantly. Fast and efficient data processing by implementing smart algorithms and caching techniques to handle large financial transactions quickly and without delays. Secure and scalable system for hosting YORO in a secure, cloud-based environment to ensure high performance, reliability, and data protection. Automated Report Generation and creating financial summaries, charts, and PDFs automatically using specialized tools like PyFPDF and Seaborn. Easy Access via Telegram by offering a chatbot that lets users ask financial questions and receive insights directly in Telegram, simplifying access without needing a separate app.

Tech Stack

Programming Language: Python

Frameworks: Django, Rest API

AI & NLP: GPT-3/4

Data Visualization: Seaborn

Document Generation: PyFPDF

Containerization & Deployment: Docker, Azure

ERP Integration: Odoo API

Communication Interface: Telegram Bot API

Value Delivered

Enhanced User Experience: Simplified financial data retrieval with an intuitive conversational interface.

Time Efficiency: Reduced the time required to access financial insights by automating data extraction and report generation.

Scalability & Security: Secure, cloud-based deployment ensuring scalability and compliance with data privacy standards.

Multi-Format Reporting: Improved decision-making with data presented in interactive charts, PDFs, and images.

Seamless ERP Integration: Strengthened financial operations by bridging AI-driven insights with Odoo’s robust ERP functionalities.