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CFO Helper - Financial Dashboard & Business Simulation

A comprehensive financial dashboard and business simulation tool for startup founders. The application consists of three main components:

  1. Financial Dashboard: Real-time visualization of key financial metrics
  2. AI Assistant: LLM-powered financial advisor
  3. Business Simulation: Oregon Trail-style business decision simulator

Features

Financial Dashboard

  • Real-time tracking of key metrics (MRR, ARR, Revenue Growth, etc.)
  • Expense tracking and categorization
  • Cash flow monitoring
  • Runway calculation
  • Transaction history

AI Assistant

  • Ask questions about your financial metrics
  • Get advice on cost reduction
  • Analyze business performance
  • Historical Q&A tracking

Business Simulation

  • Make strategic business decisions
  • Experience different market scenarios
  • Track impact of decisions on key metrics
  • Learn from historical decisions

Setup

Prerequisites

  • Python 3.8+
  • Node.js 14+
  • OpenAI API key

Backend Setup

  1. Create a virtual environment:

    python -m venv venv
    source venv/bin/activate  # On Windows: venv\Scripts\activate
  2. Install dependencies:

    pip install -r requirements.txt
  3. Create a .env file in the root directory:

    OPENAI_API_KEY=your_openai_api_key
    
  4. Initialize the database:

    python app.py

Frontend Setup

  1. Navigate to the frontend directory:

    cd frontend
  2. Install dependencies:

    npm install
  3. Start the development server:

    npm start

Usage

  1. Start the backend server:

    python app.py
  2. Start the frontend development server:

    cd frontend
    npm start
  3. Access the application at http://localhost:3000

API Endpoints

Metrics

  • GET /api/metrics - Get all metrics
  • POST /api/metrics - Add a new metric

Transactions

  • GET /api/transactions - Get all transactions
  • POST /api/transactions - Add a new transaction

AI Assistant

  • POST /api/ask - Ask a question to the AI assistant

Contributing

  1. Fork the repository
  2. Create your feature branch (git checkout -b feature/amazing-feature)
  3. Commit your changes (git commit -m 'Add some amazing feature')
  4. Push to the branch (git push origin feature/amazing-feature)
  5. Open a Pull Request

License

This project is licensed under the MIT License - see the LICENSE file for details.

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