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50 changes: 50 additions & 0 deletions .gitignore
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# Python
__pycache__/
*.py[cod]
*$py.class
*.so
.Python
build/
develop-eggs/
dist/
downloads/
eggs/
.eggs/
lib/
lib64/
parts/
sdist/
var/
wheels/
*.egg-info/
.installed.cfg
*.egg

# Virtual Environment
venv/
env/
ENV/

# IDE
.vscode/
.idea/
*.swp
*.swo
*~

# Testing
.pytest_cache/
.coverage
htmlcov/

# Logs
*.log

# OS
.DS_Store
Thumbs.db

# Temporary files
tmp/
temp/
*.tmp
21 changes: 21 additions & 0 deletions LICENSE
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MIT License

Copyright (c) 2024 AgenticAP

Permission is hereby granted, free of charge, to any person obtaining a copy
of this software and associated documentation files (the "Software"), to deal
in the Software without restriction, including without limitation the rights
to use, copy, modify, merge, publish, distribute, sublicense, and/or sell
copies of the Software, and to permit persons to whom the Software is
furnished to do so, subject to the following conditions:

The above copyright notice and this permission notice shall be included in all
copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE
AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER
LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM,
OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE
SOFTWARE.
218 changes: 217 additions & 1 deletion README.md
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# AgenticAP
an AI-native financial automation platform dedicated to processing heterogeneous invoice formats

An AI-native financial automation platform dedicated to processing heterogeneous invoice formats with human-level reasoning.

## 🎯 Core Capabilities: READ, REASON, and RECONCILE

AgenticAP is built on **Agentic AI** technology that provides three fundamental capabilities for financial document processing:

### 1. 📖 READ
- **Intelligent Document Extraction**: Processes multiple formats (PDF, PNG, JPG, TIFF, DOCX, XLSX)
- **Advanced OCR**: Uses open-source OCR engines (Tesseract, EasyOCR) for image-based documents
- **Multi-format Support**: Handles heterogeneous invoice formats automatically
- **Metadata Extraction**: Captures document properties and structure

### 2. 🧠 REASON
- **Human-Level AI Reasoning**: Understands invoice content with contextual awareness
- **Pattern Recognition**: Identifies key fields (invoice numbers, dates, amounts, vendors)
- **Business Logic Validation**: Applies financial rules and calculations
- **Anomaly Detection**: Flags suspicious patterns or inconsistencies
- **Confidence Scoring**: Provides reliability metrics for each analysis

### 3. 🔄 RECONCILE
- **Intelligent Matching**: Fuzzy matching for vendor names and text fields
- **Amount Reconciliation**: Handles rounding and tolerance-based matching
- **Batch Processing**: Reconciles multiple invoices against reference data
- **Discrepancy Reporting**: Detailed reports on matches and mismatches
- **Multi-source Validation**: Cross-references with POs, ERP systems, databases

## 💰 Cost-Effective Open-Source Stack

AgenticAP is designed to **undercut expensive legacy incumbents** by leveraging a completely open-source technology stack:

### Technology Stack
- **AI/ML**: Transformers, PyTorch, LangChain (open-source LLMs)
- **Document Processing**: PyPDF2, Pillow, python-docx
- **OCR**: Pytesseract, EasyOCR
- **Data Processing**: Pandas, NumPy, OpenPyXL
- **API Framework**: FastAPI, Uvicorn
- **Language**: Python 3.8+

### Cost Comparison
| Solution | Cost per Invoice | Annual Cost (10K invoices) |
|----------|-----------------|---------------------------|
| Legacy Systems | $0.50 - $5.00 | $5,000 - $50,000 |
| **AgenticAP** | **$0.001 - $0.01** | **$10 - $100** |
| **Savings** | **Up to 99%** | **Up to $49,900** |

## 🚀 Quick Start

### Installation

```bash
# Clone the repository
git clone https://github.com/williamjxj/AgenticAP.git
cd AgenticAP

# Install dependencies
pip install -r requirements.txt
```

### Basic Usage

```python
from agentic_ap import AgenticEngine

# Initialize the engine
engine = AgenticEngine(config_path='config.yaml')

# Process an invoice with all three capabilities
result = engine.process_invoice(
file_path='invoice.pdf',
reference_data={
'invoice_number': 'INV-001',
'total': 2700.00
}
)

# Generate human-readable report
report = engine.generate_report(result)
print(report)
```

### Run Example

```bash
python examples/basic_usage.py
```

### Start API Server

```bash
# Start FastAPI server
cd src
python -m agentic_ap.api.main

# Or use uvicorn directly
uvicorn agentic_ap.api.main:app --host 0.0.0.0 --port 8000
```

## 📚 API Documentation

Once the server is running, access the interactive API documentation at:
- Swagger UI: `http://localhost:8000/docs`
- ReDoc: `http://localhost:8000/redoc`

### API Endpoints

#### POST /process
Process a single invoice document

```bash
curl -X POST "http://localhost:8000/process" \
-F "file=@invoice.pdf" \
-F 'reference_data={"invoice_number": "INV-001", "total": 2700.00}'
```

#### GET /capabilities
Get platform capabilities

```bash
curl http://localhost:8000/capabilities
```

## 🏗️ Architecture

```
AgenticAP
├── Document Reader (READ)
│ ├── PDF Parser
│ ├── Image OCR
│ └── Multi-format Support
├── Reasoning Engine (REASON)
│ ├── Field Extraction
│ ├── Pattern Recognition
│ ├── Business Logic Validation
│ ├── Anomaly Detection
│ └── Confidence Scoring
└── Reconciliation Engine (RECONCILE)
├── Fuzzy Matching
├── Amount Validation
├── Date Reconciliation
└── Batch Processing
```

## 🎯 Key Features

✅ **Human-Level Reasoning**: AI-powered understanding of financial documents
✅ **Cost-Effective**: Up to 99% cost reduction vs legacy systems
✅ **Open-Source Stack**: No vendor lock-in, full control
✅ **Heterogeneous Format Support**: Handles any invoice format
✅ **Batch Processing**: Scale to thousands of invoices
✅ **RESTful API**: Easy integration with existing systems
✅ **Confidence Scoring**: Know the reliability of each result
✅ **Anomaly Detection**: Automatic fraud and error detection

## 📊 Use Cases

- **Accounts Payable Automation**: Automate invoice processing end-to-end
- **Financial Reconciliation**: Match invoices with POs and receipts
- **Audit and Compliance**: Detect anomalies and validate data
- **Multi-vendor Management**: Handle diverse invoice formats
- **Cost Reduction**: Replace expensive legacy AP systems

## 🔧 Configuration

Edit `config.yaml` to customize:

```yaml
agentic_ai:
model:
name: "mistral-7b" # Or any open-source LLM
provider: "local"
temperature: 0.1

capabilities:
read: true
reason: true
reconcile: true

document_processing:
supported_formats:
- "pdf"
- "png"
- "jpg"
- "jpeg"
- "tiff"
- "docx"
- "xlsx"

financial_rules:
validation:
amount_tolerance: 0.01
date_format: "%Y-%m-%d"
currency: "USD"
```

## 🤝 Contributing

Contributions are welcome! Please feel free to submit pull requests or open issues.

## 📄 License

MIT License - See LICENSE file for details

## 🙏 Acknowledgments

Built with open-source technologies:
- Transformers (Hugging Face)
- PyTorch
- LangChain
- FastAPI
- And many more amazing open-source projects

---

**AgenticAP** - Intelligent financial automation powered by Agentic AI, designed to undercut expensive legacy systems with cost-effective open-source technology.
59 changes: 59 additions & 0 deletions config.yaml
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# AgenticAP Configuration
# Cost-effective, open-source AI stack configuration

app:
name: "AgenticAP"
version: "1.0.0"
description: "AI-native financial automation platform"

agentic_ai:
# Use open-source LLMs to reduce costs
model:
name: "mistral-7b" # Can be replaced with other open-source models
provider: "local" # Run locally to minimize costs
temperature: 0.1 # Low temperature for precise financial reasoning
max_tokens: 2048

capabilities:
read: true # Document reading and parsing
reason: true # AI-powered reasoning and analysis
reconcile: true # Data reconciliation and validation

document_processing:
supported_formats:
- "pdf"
- "png"
- "jpg"
- "jpeg"
- "tiff"
- "docx"
- "xlsx"

ocr:
engine: "tesseract" # Open-source OCR
language: "eng"
confidence_threshold: 0.7

financial_rules:
invoice_fields:
- "invoice_number"
- "date"
- "vendor_name"
- "amount"
- "tax"
- "total"
- "line_items"

validation:
amount_tolerance: 0.01
date_format: "%Y-%m-%d"
currency: "USD"

api:
host: "0.0.0.0"
port: 8000
debug: false

logging:
level: "INFO"
format: "%(asctime)s - %(name)s - %(levelname)s - %(message)s"
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