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Privacy focused bank and credit card statement insights and visualizer

17 starsJavaScript

Finsight – A Privacy First, AI Credit Card and Bank Statement Analyzer

by aj·Mar 9, 2026·6 points·1 comment
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AI Analysis

●●SolidSolve My ProblemCozy

Local LLM statement parser with chat, but Monarch Money and YNAB already handle this.

Strengths
  • •Runs entirely offline—no data leaves your machine, meaningful for financial data.
  • •Handles multiple formats (PDF, CSV, XLS) and auto-detects currency with LLM.
  • •Recurring payment detection catches forgotten subscriptions, a real friction point.
Weaknesses
  • •Requires users to run Ollama or LM Studio locally—higher friction than cloud SaaS.
  • •Crowded personal finance space (Monarch, YNAB, Copilot); no differentiation beyond privacy.
Category
Finance
Target Audience

Privacy-conscious individuals managing personal finances; users uncomfortable uploading bank data to cloud services.

Similar To

Monarch Money · You Need A Budget (YNAB) · Copilot

Post Description

AI-powered personal finance analyzer — runs 100% locally, no cloud, no login.

Upload a PDF / CSV / Excel bank or credit card statement → AI extracts and categorizes every transaction → interactive dashboard, spending insights, recurring payment detection & chat with your data.

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