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🚀 *CashSathi — AI-Assisted Receivables Operator for Small Businesses* Small businesses do the work, send the invoice… and then spend weeks chasing payments. *CashSathi* is an AI-assisted accounts-receivable operator built to help small businesses collect money they’ve already earned — while keeping humans in control of financial records, customer relationships, and sensitive actions. Instead of giving AI unrestricted authority, CashSathi follows a simple principle: *AI proposes. Policy checks. Humans stay in control.* 💡 *What CashSathi Does* 📄 Upload a PDF invoice 🤖 Gemini extracts invoice details into structured data ✅ A human reviews and confirms the extracted information 🧠 Gemini proposes the safest next action 🛡️ A deterministic policy engine validates every proposal 👤 Sensitive actions require human approval 📧 Approved reminders can be delivered through Gmail 📊 Every decision and action is recorded in an auditable timeline ### 🛡️ Safety by Design CashSathi prevents AI from independently: • Marking invoices as paid • Weakening business safeguards • Resolving payment disputes • Sending threatening/legal language • Bypassing reminder cooldowns • Sending policy-blocked actions Ambiguous Gmail delivery is also treated as *unknown instead of automatically retried*, helping prevent duplicate reminders. ### ✨ Key Features • Gemini-powered PDF invoice extraction • Human-confirmed financial data • Structured AI action proposals • Deterministic policy enforcement • Gmail reminder delivery • Idempotency protection • Dispute & payment workflows • English + Hindi reminder templates 🇮🇳 • Role-based team access • 4, 8 & 12-week cash-flow forecasts • Privacy-filtered finance exports • Complete evidence & audit timeline • Multi-tenant isolation • Automated frontend, backend, browser & Firestore security testing ### 🛠️ Built With *Gemini • Next.js • React • FastAPI • Firebase Authentication • Firestore • Gmail API • Google Cloud Run • Cloud Scheduler • Cloud KMS • Cloud Logging • Codex* Codex helped us inspect the architecture, implement and debug features, strengthen safety boundaries, add regression coverage, and verify the project through linting, type checking, automated tests, and production builds. ### 🎯 Why CashSathi? Most AI automation focuses on giving models more autonomy. CashSathi focuses on giving AI *the right amount of authority*. The model can understand documents and recommend actions, but financial truth, authorization, payment confirmation, disputes, and sensitive customer interactions remain deterministic, auditable, and human-controlled. Our goal is to make CashSathi a dependable first-line receivables assistant for small businesses — automating repetitive work without automating away responsibility. If you like the project, please *Like 👍, Comment 💬, and Share 🚀* the demo. Your feedback means a lot! #CashSathi #AI #Gemini #GoogleGemini #GoogleCloud #Codex #FinTech #GenerativeAI #SmallBusiness #AccountsReceivable #Automation #ResponsibleAI #NextJS #FastAPI #Firebase #Hackathon

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