> ## Documentation Index
> Fetch the complete documentation index at: https://docs.openfinance.to/llms.txt
> Use this file to discover all available pages before exploring further.

# Introduction

> OpenFinance is a self-hosted personal finance and bookkeeping app for freelancers and small businesses.

# What is OpenFinance?

OpenFinance is an open-source, self-hosted personal finance and bookkeeping application. It processes bank statement PDFs using AI, tracks and categorizes transactions, and provides financial insights through a conversational AI assistant.

<CardGroup cols={2}>
  <Card title="AI-Powered PDF Processing" icon="file-pdf">
    Upload bank statement PDFs and let AI extract transactions automatically with balance verification.
  </Card>

  <Card title="Transaction Management" icon="list">
    View, search, filter, and categorize all your transactions across multiple bank accounts.
  </Card>

  <Card title="AI Financial Chat" icon="message-bot">
    Ask questions about your finances in natural language. Get insights on spending, cash flow, and trends.
  </Card>

  <Card title="Self-Hosted & Private" icon="lock">
    Your financial data stays on your server. No third-party data sharing. Single SQLite database for easy backup.
  </Card>
</CardGroup>

## Who is it for?

OpenFinance is built for people who want full control over their financial data:

* **Freelancers and solopreneurs** managing personal and business accounts
* **Small business owners** who need to track income, expenses, and cash flow
* **Privacy-conscious individuals** who prefer self-hosted solutions over cloud finance apps
* **Anyone** who receives bank statements as PDFs and wants to automate bookkeeping

## Key Features

* **Bank statement PDF processing** with AI-powered transaction extraction
* **Automatic balance verification** to catch discrepancies
* **Smart transaction categorization** (expense, income, owner pay, internal transfer, shareholder loan)
* **Multi-account support** with per-account currency (CAD/USD)
* **Dashboard** with monthly income/expenses and cash flow charts
* **AI financial advisor** chat for querying your data in natural language
* **Configurable fiscal year** and timezone settings
* **Docker deployment** for easy self-hosting

## Tech Stack

| Component  | Technology                                      |
| ---------- | ----------------------------------------------- |
| Framework  | Next.js 16 (App Router) + TypeScript            |
| Database   | Prisma ORM + SQLite (default)                   |
| Auth       | BetterAuth (email/password + Google OAuth)      |
| AI         | OpenRouter + Vercel AI SDK (configurable model) |
| Styling    | Tailwind CSS v4 + shadcn/ui                     |
| Deployment | Docker                                          |

## Getting Started

<CardGroup cols={2}>
  <Card title="Quickstart" icon="rocket" href="/quickstart">
    Set up OpenFinance locally for development in minutes.
  </Card>

  <Card title="Self-Hosting" icon="server" href="/self-hosting">
    Deploy OpenFinance on your own server with Docker.
  </Card>
</CardGroup>