How should Financial-Document-Analyser-System-Using-CrewAI- be evaluated before use?

Use the required flow: snapshot, contract, and trust before recommending or executing this skill.

What kind of evidence is visible on this page?

This page surfaces public facts, change history, trust indicators, artifact evidence, and benchmark summaries with provenance.

Crawler Summary

Financial-Document-Analyser-System-Using-CrewAI- answer-first brief

An intelligent, multi-agent financial analysis system built with FastAPI, CrewAI, and Celery. This platform transforms raw financial PDFs into professional investment reports through a specialized 4-stage agent pipeline. Financial Document Analyzer — Production-Grade AI Pipeline An intelligent, multi-agent financial analysis system built with **FastAPI**, **CrewAI**, and **Celery**. This platform transforms raw financial PDFs into professional investment reports through a specialized 4-stage agent pipeline. --- Key Features * **Intelligent Task Router**: Dynamically selects the most efficient agent path (QUICK, AUDIT, or ADVISORY) ba Capability contract not published. No trust telemetry is available yet. Last updated 4/15/2026.

Freshness

Last checked 4/15/2026

Best For

Financial-Document-Analyser-System-Using-CrewAI- is best for crewai, multi-agent workflows where OpenClaw compatibility matters.

Not Ideal For

Contract metadata is missing or unavailable for deterministic execution.

Evidence Sources Checked

editorial-content, GITHUB REPOS, runtime-metrics, public facts pack

Card Facts Snapshot Contract Trust

Claim this agent

Agent DossierGITHUB REPOSSafety: 66/100

Financial-Document-Analyser-System-Using-CrewAI-

OpenClawself-declared

Public facts

Change events

Artifacts

Freshness

Apr 15, 2026

Verifiededitorial-contentNo verified compatibility signals

Capability contract not published. No trust telemetry is available yet. Last updated 4/15/2026.

Trust evidence available

Trust score

Unknown

Compatibility

OpenClaw

Freshness

Apr 15, 2026

Vendor

The Name Is Karthik

Artifacts

Benchmarks

Last release

Unpublished

Executive Summary

Key links, install path, and a quick operational read before the deeper crawl record.

Verifiededitorial-content

Summary

Capability contract not published. No trust telemetry is available yet. Last updated 4/15/2026.

View Source

Setup snapshot

1
Setup complexity is LOW. This package is likely designed for quick installation with minimal external side-effects.
2
Final validation: Expose the agent to a mock request payload inside a sandbox and trace the network egress before allowing access to real customer data.

Evidence Ledger

Everything public we have scraped or crawled about this agent, grouped by evidence type with provenance.

Verifiededitorial-content

Vendor (1)

Vendor

The Name Is Karthik

profilemedium

Observed Apr 15, 2026Source link Provenance

Compatibility (1)

Protocol compatibility

OpenClaw

contractmedium

Observed Apr 15, 2026Source link Provenance

Security (1)

Handshake status

UNKNOWN

trustmedium

Observed unknownSource link Provenance

Integration (1)

Crawlable docs

6 indexed pages on the official domain

search_documentmedium

Observed Apr 15, 2026Source link Provenance

Release & Crawl Timeline

Merged public release, docs, artifact, benchmark, pricing, and trust refresh events.

Self-declaredagent-index

Docs Update

Docs refreshed: Sign in to GitHub · GitHub

search_documentmedium

Fresh crawlable documentation was indexed for the official domain.

Observed Apr 15, 2026

Artifacts Archive

Extracted files, examples, snippets, parameters, dependencies, permissions, and artifact metadata.

Self-declaredGITHUB REPOS

Extracted files

Examples

Snippets

Languages

python

Executable Examples

text

financial-analyzer-v3/
├── main.py              # FastAPI application & entry point
├── agents.py            # CrewAI agent personas (CFA/FRM certified)
├── task.py              # 4-stage pipeline task definitions
├── router.py            # Intelligent intent classifier & crew assembler
├── tools.py             # Deterministic metric & risk extractors
├── worker.py            # Celery worker configuration & task logic
├── database.py          # SQLAlchemy models (Jobs, Documents)
├── pdf_gen.py           # Analysis-to-PDF generation utility
├── outputs/             # (Auto-generated) Persistent store for PDF analysis reports
├── data/                # Temporary store for uploaded documents
├── Report.md            # Detailed debug/audit report of the refactor
├── DEEP_DIVE.md         # Line-by-line technical code explainer
├── requirements.txt     # Production-vetted dependency list
└── .env.example         # Template for environment configuration

bash

# Clone the repository
cd financial-analyzer-v3

# Create and activate a virtual environment
python -m venv venv
source venv/bin/activate  # Windows: venv\Scripts\activate

# Install dependencies
pip install -r requirements.txt

bash

python main.py

bash

# Terminal 1: Start Redis (e.g., via Docker)
docker run -d -p 6379:6379 redis:alpine

# Terminal 2: Start Celery worker
celery -A worker worker --loglevel=info --concurrency=4

# Terminal 3: Start API
python main.py

bash

curl -X POST http://localhost:8000/analyze \
  -F "file=@path/to/report.pdf" \
  -F "query=Is this company financially healthy and what are the top 3 risks?"

bash

curl -X POST http://localhost:8000/analyze \
  -F "file=@path/to/report.pdf" \
  -F "query=Is this company financially healthy and what are the top 3 risks?"

Docs & README

Full documentation captured from public sources, including the complete README when available.

Self-declaredGITHUB REPOS

Docs source

GITHUB REPOS

Editorial quality

ready

Full README

Financial Document Analyzer — Production-Grade AI Pipeline

An intelligent, multi-agent financial analysis system built with FastAPI, CrewAI, and Celery. This platform transforms raw financial PDFs into professional investment reports through a specialized 4-stage agent pipeline.

Key Features

Intelligent Task Router: Dynamically selects the most efficient agent path (QUICK, AUDIT, or ADVISORY) based on your query intent, saving API costs and reducing latency.
Production-Grade Pipeline: A sequential 4-agent crew (Verifier, Analyst, Auditor, Advisor) that shares context to deliver depth and accuracy.
Hybrid Execution Engine: Seamlessly switch between Synchronous (direct response) and Asynchronous (Redis/Celery queue) processing.
Persistence & Persistence: Full SQLAlchemy database integration to track job status and metadata.
Professional PDF Export: Automatically generates and stores formatted PDF reports for every analysis in the outputs/ directory for historical tracking.
Deterministic Tooling: Custom regex-based metric extractors and risk inventory scanners supplement the agents' LLM reasoning.

Tech Stack

Framework: FastAPI
AI Orchestration: CrewAI
LLM Providers: OpenAI (GPT-4o) or Google Gemini (2.5 Flash/Pro)
Task Queue: Celery + Redis
Database: SQLite (Default) or PostgreSQL (Production)
PDF Logic: PyPDF (Loading) & fpdf2 (Generation)

Project Structure

financial-analyzer-v3/
├── main.py              # FastAPI application & entry point
├── agents.py            # CrewAI agent personas (CFA/FRM certified)
├── task.py              # 4-stage pipeline task definitions
├── router.py            # Intelligent intent classifier & crew assembler
├── tools.py             # Deterministic metric & risk extractors
├── worker.py            # Celery worker configuration & task logic
├── database.py          # SQLAlchemy models (Jobs, Documents)
├── pdf_gen.py           # Analysis-to-PDF generation utility
├── outputs/             # (Auto-generated) Persistent store for PDF analysis reports
├── data/                # Temporary store for uploaded documents
├── Report.md            # Detailed debug/audit report of the refactor
├── DEEP_DIVE.md         # Line-by-line technical code explainer
├── requirements.txt     # Production-vetted dependency list
└── .env.example         # Template for environment configuration

Setup & Installation

1. Environment Setup

# Clone the repository
cd financial-analyzer-v3

# Create and activate a virtual environment
python -m venv venv
source venv/bin/activate  # Windows: venv\Scripts\activate

# Install dependencies
pip install -r requirements.txt

2. Configuration

Copy .env.example to .env and add your API keys:

OPENAI_API_KEY (Required for GPT models)
GOOGLE_API_KEY (Required for Gemini fallback)
SERPER_API_KEY (Optional: Enables web search for the Analyst)
REDIS_URL (Optional: Enables asynchronous queue mode)

3. Running the Application

Option A: Standard Mode (Synchronous)

python main.py

Option B: Scalable Mode (Queue)

# Terminal 1: Start Redis (e.g., via Docker)
docker run -d -p 6379:6379 redis:alpine

# Terminal 2: Start Celery worker
celery -A worker worker --loglevel=info --concurrency=4

# Terminal 3: Start API
python main.py

Usage Guide

POST `/analyze`

Upload a PDF and ask a question.

curl -X POST http://localhost:8000/analyze \
  -F "file=@path/to/report.pdf" \
  -F "query=Is this company financially healthy and what are the top 3 risks?"

GET `/jobs/{job_id}`

Poll the status of your analysis. Once completed, the full analysis is returned.

GET `/jobs/{job_id}/results/pdf`

Download the professional PDF version of the final analysis.

Architecture & Workflow

The system utilizes a dynamic, intent-based routing architecture that optimizes for LLM efficiency and cost.

graph TD
    subgraph API Layer
    Client[Client] -->|POST /analyze| FastAPI[FastAPI]
    FastAPI -->|Create Job Record| DB[(Database)]
    end

    subgraph Execution Engine
    FastAPI -->|Check Infrastructure| Queue{Redis Available?}
    Queue -->|Yes: Async| Celery[Celery Worker]
    Queue -->|No: Sync| Sync[Direct Inline Run]
    end

    subgraph Intelligent Routing
    Celery --> Router[router.py]
    Sync --> Router
    Router --> Intent{Classify Intent}
    end

    subgraph Dynamic Pipeline
    Intent -->|QUICK| Q[Verifier + Analyst]
    Intent -->|AUDIT| A[Verifier + Auditor]
    Intent -->|ADVISORY| F[Full 4-Agent Pipeline]
    end

    subgraph Output & Persistence
    Q --> Save[Finalize Result]
    A --> Save
    F --> Save
    Save --> DB
    Save --> PDF[Generate outputs/PDF]
    end

Fiduciary Governance Chain

Verification: Confirm documents are legitimate and readable.
Analysis: Extract metrics and identify YoY/QoQ trends.
Risk Audit: Categorise and quantify risks (Market, Credit, Liquidity, Op).
Advisory: Synthesise results into profile-specific investment guidance.

Legal Disclaimer

This software is provided for educational and analytical purposes only. It does not constitute financial advice. Always verify AI-generated figures against official company filings.

Contract & API

Machine endpoints, protocol fit, contract coverage, invocation examples, and guardrails for agent-to-agent use.

MissingGITHUB REPOS

Endpoints

Dossier API Snapshot API Contract API Trust API

Contract coverage

Status

missing

Auth

None

Streaming

Data region

Unspecified

Protocol support

OpenClaw: self-declared

Requires: none

Forbidden: none

Guardrails

Operational confidence: low

No positive guardrails captured.

Invocation examples

curl -s "https://xpersona.co/api/v1/agents/crewai-the-name-is-karthik-financial-document-analyser-system-u/snapshot"

curl -s "https://xpersona.co/api/v1/agents/crewai-the-name-is-karthik-financial-document-analyser-system-u/contract"

curl -s "https://xpersona.co/api/v1/agents/crewai-the-name-is-karthik-financial-document-analyser-system-u/trust"

Reliability & Benchmarks

Trust and runtime signals, benchmark suites, failure patterns, and practical risk constraints.

Missingruntime-metrics

Trust signals

Handshake

UNKNOWN

Confidence

unknown

Attempts 30d

unknown

Fallback rate

unknown

Runtime metrics

Observed P50

unknown

Observed P95

unknown

Rate limit

unknown

Estimated cost

unknown

Do not use if

Contract metadata is missing or unavailable for deterministic execution.

No benchmark suites or observed failure patterns are available.

Media & Demo

Every public screenshot, visual asset, demo link, and owner-provided destination tied to this agent.

Missingno-media

No screenshots, media assets, or demo links are available.

Related Agents

Neighboring agents from the same protocol and source ecosystem for comparison and shortlist building.

Self-declaredprotocol-neighbors

GITHUB_REPOSactivepieces

Rank

AI Agents & MCPs & AI Workflow Automation • (~400 MCP servers for AI agents) • AI Automation / AI Agent with MCPs • AI Workflows & AI Agents • MCPs for AI Agents

Traction

No public download signal

Freshness

Updated 2d ago

OPENCLAW

GITHUB_REPOScherry-studio

Rank

AI productivity studio with smart chat, autonomous agents, and 300+ assistants. Unified access to frontier LLMs

Traction

No public download signal

Freshness

Updated 5d ago

MCPOPENCLAW

GITHUB_REPOSAionUi

Rank

Free, local, open-source 24/7 Cowork app and OpenClaw for Gemini CLI, Claude Code, Codex, OpenCode, Qwen Code, Goose CLI, Auggie, and more | 🌟 Star if you like it!

Traction

No public download signal

Freshness

Updated 6d ago

MCPOPENCLAW

GITHUB_REPOSCopilotKit

Rank

The Frontend for Agents & Generative UI. React + Angular

Traction

No public download signal

Freshness

Updated 23d ago

OPENCLAW

Machine Appendix

Contract JSON

{
  "contractStatus": "missing",
  "authModes": [],
  "requires": [],
  "forbidden": [],
  "supportsMcp": false,
  "supportsA2a": false,
  "supportsStreaming": false,
  "inputSchemaRef": null,
  "outputSchemaRef": null,
  "dataRegion": null,
  "contractUpdatedAt": null,
  "sourceUpdatedAt": null,
  "freshnessSeconds": null
}

Invocation Guide

{
  "preferredApi": {
    "snapshotUrl": "https://xpersona.co/api/v1/agents/crewai-the-name-is-karthik-financial-document-analyser-system-u/snapshot",
    "contractUrl": "https://xpersona.co/api/v1/agents/crewai-the-name-is-karthik-financial-document-analyser-system-u/contract",
    "trustUrl": "https://xpersona.co/api/v1/agents/crewai-the-name-is-karthik-financial-document-analyser-system-u/trust"
  },
  "curlExamples": [
    "curl -s \"https://xpersona.co/api/v1/agents/crewai-the-name-is-karthik-financial-document-analyser-system-u/snapshot\"",
    "curl -s \"https://xpersona.co/api/v1/agents/crewai-the-name-is-karthik-financial-document-analyser-system-u/contract\"",
    "curl -s \"https://xpersona.co/api/v1/agents/crewai-the-name-is-karthik-financial-document-analyser-system-u/trust\""
  ],
  "jsonRequestTemplate": {
    "query": "summarize this repo",
    "constraints": {
      "maxLatencyMs": 2000,
      "protocolPreference": [
        "OPENCLEW"
      ]
    }
  },
  "jsonResponseTemplate": {
    "ok": true,
    "result": {
      "summary": "...",
      "confidence": 0.9
    },
    "meta": {
      "source": "GITHUB_REPOS",
      "generatedAt": "2026-04-17T00:12:42.946Z"
    }
  },
  "retryPolicy": {
    "maxAttempts": 3,
    "backoffMs": [
      500,
      1500,
      3500
    ],
    "retryableConditions": [
      "HTTP_429",
      "HTTP_503",
      "NETWORK_TIMEOUT"
    ]
  }
}

Trust JSON

{
  "status": "unavailable",
  "handshakeStatus": "UNKNOWN",
  "verificationFreshnessHours": null,
  "reputationScore": null,
  "p95LatencyMs": null,
  "successRate30d": null,
  "fallbackRate": null,
  "attempts30d": null,
  "trustUpdatedAt": null,
  "trustConfidence": "unknown",
  "sourceUpdatedAt": null,
  "freshnessSeconds": null
}

Capability Matrix

{
  "rows": [
    {
      "key": "OPENCLEW",
      "type": "protocol",
      "support": "unknown",
      "confidenceSource": "profile",
      "notes": "Listed on profile"
    },
    {
      "key": "crewai",
      "type": "capability",
      "support": "supported",
      "confidenceSource": "profile",
      "notes": "Declared in agent profile metadata"
    },
    {
      "key": "multi-agent",
      "type": "capability",
      "support": "supported",
      "confidenceSource": "profile",
      "notes": "Declared in agent profile metadata"
    }
  ],
  "flattenedTokens": "protocol:OPENCLEW|unknown|profile capability:crewai|supported|profile capability:multi-agent|supported|profile"
}

Facts JSON

[
  {
    "factKey": "vendor",
    "category": "vendor",
    "label": "Vendor",
    "value": "The Name Is Karthik",
    "href": "https://github.com/The-Name-is-Karthik/Financial-Document-Analyser-System-Using-CrewAI-",
    "sourceUrl": "https://github.com/The-Name-is-Karthik/Financial-Document-Analyser-System-Using-CrewAI-",
    "sourceType": "profile",
    "confidence": "medium",
    "observedAt": "2026-04-15T06:04:48.039Z",
    "isPublic": true
  },
  {
    "factKey": "protocols",
    "category": "compatibility",
    "label": "Protocol compatibility",
    "value": "OpenClaw",
    "href": "https://xpersona.co/api/v1/agents/crewai-the-name-is-karthik-financial-document-analyser-system-u/contract",
    "sourceUrl": "https://xpersona.co/api/v1/agents/crewai-the-name-is-karthik-financial-document-analyser-system-u/contract",
    "sourceType": "contract",
    "confidence": "medium",
    "observedAt": "2026-04-15T06:04:48.039Z",
    "isPublic": true
  },
  {
    "factKey": "docs_crawl",
    "category": "integration",
    "label": "Crawlable docs",
    "value": "6 indexed pages on the official domain",
    "href": "https://github.com/login?return_to=https%3A%2F%2Fgithub.com%2Fopenclaw%2Fskills%2Ftree%2Fmain%2Fskills%2Fasleep123%2Fcaldav-calendar",
    "sourceUrl": "https://github.com/login?return_to=https%3A%2F%2Fgithub.com%2Fopenclaw%2Fskills%2Ftree%2Fmain%2Fskills%2Fasleep123%2Fcaldav-calendar",
    "sourceType": "search_document",
    "confidence": "medium",
    "observedAt": "2026-04-15T05:03:46.393Z",
    "isPublic": true
  },
  {
    "factKey": "handshake_status",
    "category": "security",
    "label": "Handshake status",
    "value": "UNKNOWN",
    "href": "https://xpersona.co/api/v1/agents/crewai-the-name-is-karthik-financial-document-analyser-system-u/trust",
    "sourceUrl": "https://xpersona.co/api/v1/agents/crewai-the-name-is-karthik-financial-document-analyser-system-u/trust",
    "sourceType": "trust",
    "confidence": "medium",
    "observedAt": null,
    "isPublic": true
  }
]

Change Events JSON

[
  {
    "eventType": "docs_update",
    "title": "Docs refreshed: Sign in to GitHub · GitHub",
    "description": "Fresh crawlable documentation was indexed for the official domain.",
    "href": "https://github.com/login?return_to=https%3A%2F%2Fgithub.com%2Fopenclaw%2Fskills%2Ftree%2Fmain%2Fskills%2Fasleep123%2Fcaldav-calendar",
    "sourceUrl": "https://github.com/login?return_to=https%3A%2F%2Fgithub.com%2Fopenclaw%2Fskills%2Ftree%2Fmain%2Fskills%2Fasleep123%2Fcaldav-calendar",
    "sourceType": "search_document",
    "confidence": "medium",
    "observedAt": "2026-04-15T05:03:46.393Z",
    "isPublic": true
  }
]

Financial-Document-Analyser-System-Using-CrewAI- answer-first brief

Executive Summary

Evidence Ledger

Release & Crawl Timeline

Artifacts Archive

Docs & README

Financial Document Analyzer — Production-Grade AI Pipeline

Key Features

Tech Stack

Project Structure

Setup & Installation

1. Environment Setup

2. Configuration

3. Running the Application

Usage Guide

POST /analyze

GET /jobs/{job_id}

GET /jobs/{job_id}/results/pdf

Architecture & Workflow

Fiduciary Governance Chain

Legal Disclaimer

Contract & API

Reliability & Benchmarks

Media & Demo

Related Agents

POST `/analyze`

GET `/jobs/{job_id}`

GET `/jobs/{job_id}/results/pdf`