Local & private AI for finance

Financial documents and data handled by local models, from receipts and bank matching to research on filings.

2 real examples, each linked to its original source.

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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.

Reddit r/LocalLLaMA · 2025-08-17

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.

GitHub