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Reconcile AI API ~ An AI-Powered Financial Reconciliation

Reconcile AI is an easy-to-use reconciliation platform (web app) for comparing any two sets of financial records, like customer records (e.g., student payments, inventory sales, transaction alerts), with bank statements for any discrepancies or irregularities. It offers a simple file upload interface, AI-based matching algorithms with manual overrides, and multiple options for exporting results, thereby decreasing manual interventions by the users while increasing efficiency and accuracy.

📑 Table of Contents

✨ Core Functionality

  • User Onboarding and Authentication: Give users an excellent onboarding experience so that they may easily learn and use the product.

  • Reconciliation: Identify discrepancies with high precision, minimizing the risk of errors in financial reporting by utilizing AI-based matching algorithms.

  • Flexibility: Provides manual override options that would allow its users to tackle complex or peculiar cases and provide accuracy in reconciliations.

  • Optimize User Experience: Provides an easy-to-use file upload interface for users.

  • Results Export: Ensures users can export reconciliation results for reports and further analysis.

🛠️ Tech Stack

  • Framework: Laravel v11.6.1
  • Database: PostgreSQL

🚀 Getting Started

Prerequisites

  • PHP (v8.1^)
  • Package manager: composer

Installation

  1. Clone the repository:
git clone https://github.com/hngprojects/Reconcile-AI-BE/
  1. Navigate to the project directory:
cd Reconcile-AI-BE/
  1. Install dependencies:
composer install
php artisan install:api
  1. Run the development server:
composer run dev

3. Configure Environment

    cp .env.example .env

Update the .env file with your database and application settings.


Update Swagger Documentation

Publish JWT & Swagger configuration files (only needed for first-time setup)

    php artisan vendor:publish --provider="Tymon\JWTAuth\Providers\LaravelServiceProvider"
    php artisan vendor:publish --provider="L5Swagger\L5SwaggerServiceProvider"

Generate API documentation

    php artisan l5-swagger:generate

Running the Application

Start the Development Server

    php artisan serve

API Documentation

This project includes API documentation using Swagger. After starting the application, visit:

    http://127.0.0.1:8000/api/docs

You can test API endpoints directly from Swagger using the Try it out feature.


Additional Commands

Run Tests

    php artisan test

  1. Open http://localhost:3000 in your browser to see the app.

📂 Project Structure

Reconcile-AI-BE/
│── app/
│   ├── Console/
│   ├── Exceptions/
│   ├── Http/
│   │   ├── Controllers/
│   │   │   ├── API/
│   │   │   ├── Web/
│   │   ├── Middleware/
│   │   ├── Requests/
│   │   ├── Resources/
│   ├── Models/
│   ├── Providers/
│   ├── Repositories/
│   │   ├── Contracts/     # Interfaces for repositories
│   │   ├── Eloquent/      # Eloquent-based implementations
│   │   ├── BaseRepository.php
│   ├── Services/          # Business logic layer
│   ├── Helpers/           # Custom helper functions
│
│── bootstrap/
│── config/
│── database/
│   ├── factories/
│   ├── migrations/
│   ├── seeders/
│
│── public/
│── resources/
│   ├── js/                
│   ├── views/             
│   ├── css/              
│
│── routes/
│   ├── api.php
│   ├── web.php
│   ├── console.php
│
│── storage/
│── tests/
│── vendor/
│── .env
│── composer.json
│── package.json
│── artisan
│── composer.lock
│── phpunit.xml
│── postcss.config.js
│── tailwind.config.js
│── vite.config.js

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