All projects

FlyUp BPO

Finance SaaS that imports OFX and Excel statements and classifies transactions with RAG.

Screen · FlyUp BPO
FlyUp BPO: Finance SaaS that imports OFX and Excel statements and classifies transactions with RAG.

About the project

FlyUp runs the finances of other companies. The platform replaced scattered spreadsheets with a multi-tenant web system where each client's data is kept apart.

I was the sole technical lead, from architecture to deployment. The system imports OFX statements and Excel sheets with Pandas, classifies transactions with RAG and shows dashboards with payables and receivables forecasts.

I ran the AWS infrastructure (EC2, RDS and S3) without a DevOps team and set up CI/CD pipelines with Jenkins and CircleCI.

Read the article: Adapter

What shipped

  • OFX and Excel statements imported into a single transaction model
  • Automatic transaction classification with RAG
  • Dashboards with payables and receivables forecasts
  • Multi-tenant architecture
  • AWS infrastructure and CI/CD run by me

How it works

  1. 01 · Input
    • OFX statements
    • Excel sheets
  2. 02 · Processing
    • Python
    • Pandas ETL
    • RAG classification
  3. 03 · Platform
    • Next.js
    • Multi-tenant
    • Dashboards
  4. 04 · Infra
    • AWS EC2
    • RDS
    • S3
    • CI/CD
Next project →Ingresso Gospel