The Story

The client’s goal was to create an AI-powered assistant that would streamline financial data interactions, helping users easily navigate their financial data with ease. Their services rely on a robust backend to support real-time conversations, and they needed an adaptable system that could handle a variety of data sources while ensuring user satisfaction. The project aimed to build an innovative AI Assistant using OpenAI's GPT-3 to foster natural, human-like conversations.

Our client provides Intelligent Finance solutions for consumer brands on platforms like Shopify and Amazon, offering key financial metrics and an AI Assistant to simplify data interactions through natural language.

Amit Jangid

Founder & CTO

Challenges

• > Establishing an adaptable database schema to manage diverse data sources.

• > Ensuring smooth data cleaning and transformation for effective AI interaction.

• > Integrating the ChatGPT API for efficient database query processing and access control.

• > Balancing backend functionality with a user-friendly frontend UI.

• > Addressing potential API errors, optimizing performance, and maintaining data security.

The Solution

We created a powerful backend system using Python and FastAPI, integrating OpenAI’s GPT-3 for natural language processing. The AI Assistant API was built to handle concurrent requests and structured output formatting. For deployment, we used Heroku to ensure the platform's availability and smooth operation. This combination delivered an intuitive, smart finance assistant capable of engaging users and providing real-time insights.

The Outcome

The project resulted in an innovative, highly effective AI Assistant that greatly improved the client’s user experience. The AI Assistant enhanced investor presentations, contributing to successful funding efforts. Industry recognition followed, with the project receiving accolades for its usability and innovation. The client's satisfaction and the project’s success were highlighted through positive feedback and social media buzz.