Ekselio is a local-first tool for finance workflows that uses LLMs to orchestrate processes executed in the browser, allowing users to create, save, and run financial data processes with transparency and integration to services like QuickBooks and FRED.
Hi everyone, I am KD - Back in my college days, I dabbled with coding, learned the basics, HTML, CSS etc. but somehow I ended up in Finance which consumed the next 20 years. Then, during covid I picked up coding again, learned react, typescript, etc - even built a rudimentary site - and then came the chatgpt moment, followed by Claude etc.<p>So, as a side project, considering that I had spent 20 years in finance and M&A I started building Ekselio, loveable for finance workflows.<p>Differently from other vibe coding tools, this is local first - meaning the workflows are orchestrated by the LLM based on the file schema but then the execution happens in the browser - the cool thing is that you can see the canvas, the previews of each node, and the code base (SQl) - see the Canvas tab.<p>That said I did include a home tab, which is more of a visual, mainly because people think it's easier to relate to how folks operate, although I know finance and accounting folks usually like the workflow and full transparency - the other thing is that once you create a workflow you can save it and then next month,you can just click Run and it runs it again with no LLM tokes involved - so the infrastructure is minimal.<p>Everything can be exported in an excel data pack with M code in case someone would want to reproduce - think Audit ready. And, I also connected to quickbooks on line so someone can directly pull in and manipulate their financials live - I also connected to Fred which carries literally 800k series in terms of macro economic data - i.e. oil prices, inflation, CPI etc and finally to stocks.<p>I am hoping people find holes in the architecture or any ideas to make this flow a little bit better. It is in progress so if you run into bugs let me know. Considering that I am using my own API key, I have put a wall in case people overuse it but DM me if you would like to continue using, I can turn off the wall for you - hoping to keep that to a small number of users if I can and will do my best. Thank you again, appreciate you taking the time.
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