Oberlin24

Property Finance Analytics

AI-powered expense tracking with automated categorization and tax document generation.

Complete Workflow in 4 Simple Steps

1 Connect
2 Review
3 Analyze
4 Export

Step 1: Connect

Connect Gmail and bank accounts in seconds. AI starts working immediately.

Step 2: Review

AI automatically finds and categorizes every invoice from your emails.

Step 3: Analyze

Real-time data visualization with Chart.js and performance analytics.

Step 4: Export

One-click export of Schedule E ready documents. Hand to your CPA and you're done.

Automated Financial Data Processing

Large language models handle document classification and expense categorization.

Gmail Integration

Gmail API Integration

AI models extract and classify financial documents from Gmail attachments using OAuth 2.0 authentication.

Manual Processing → AI Algorithm
Bank Sync

Plaid Banking Integration

Secure Plaid API connection for bank account data synchronization with JWT authentication and webhook verification.

Manual Entry → Real-time
Tax Categories

Schedule E Precision

AI categorizes every expense according to IRS Schedule E requirements. Repairs, maintenance, utilities- all sorted correctly.

4-8 hours → Instant
PDF Export

Document Generation

Automated PDF generation with comprehensive tax document packages for professional filing and record keeping.

Manual Prep → One Click

Technical Implementation

Backend Architecture

Flask 3.0.2, SQLAlchemy 2.0.28, PostgreSQL, Celery background processing, Redis caching, JWT authentication

AI Integration

OpenAI API for document parsing, structured JSON responses, regex fallback processing, transaction fingerprinting

Frontend Technology

Vanilla JavaScript ES6+, Chart.js 4.4.0, Bootstrap 5.3, custom CSS Grid layouts

API Integrations

Gmail API OAuth 2.0, Plaid banking API, Flask-SocketIO WebSockets, duplicate detection algorithms

Feature Demonstrations

Explore the application's capabilities through interactive demonstrations

Transaction Management

Complete transaction review and commitment workflow with validation

Properties Overview

Comprehensive property listing with detailed management capabilities

Gmail Filters

Set up intelligent email filters for automatic invoice processing

Duplicate Detection

Smart duplicate detection and review for accurate financial records

Explore the Implementation

Experience Oberlin24's automated document processing and financial analytics capabilities

View Demo Technical Details