Local & private AI for finance
Financial documents and data handled by local models, from receipts and bank matching to research on filings.
Extracting clean data from old SEC filings with small models
7B-13B models running locally turn wordy 1990s SEC text filings into structured tables, about 97% accurate on a random sample. Lots of tiny prompts, because tokens are free.
Receipt extraction and bank matching with PaperCortex
An open-source local AI layer for Paperless-ngx. It answers plain-English questions, extracts receipt line items, matches bank transactions and exports to DATEV.