Taka Finance is an AI agent that utilizes generative UI to provide custom visualizations based on our needs and your data.
I built it as part of a small, focused team at Invisible.

Features

• Generative coding live based on the user's context and request. Writes react and calculation code and loads it into the user's browser.
• Spreadsheet upload - understands your documents, can calculate over large documents and create custom visualizations for the results.
• Can research the internet to find data for your questions and visualizate the results
• Chat agent asks you clarifying questions and iterates with you on changes to the visualizations

My Accomplishments

• Independently-generated data layer to handle all computation needed for each visualization
• Document upload, processing, and integration with codegen data layer
• Research panels with Perplexity api integration
• Evals for codegen and chat
• Reliability improvements through prompt tuning and edge case handling
• Observability through dashboards and debug tools
• Built stripe subscription integration with free trial
• In previous iterations of the product:
  • Built full voice chat using 11Labs
  • Built Plaid integration for automatic account data syncing
  • Built general hierarchical playbook engine for AI agents: company provides a set of plain-text playbooks on how to have a conversation with a user (gathering info, recommending and taking actions); engine compiles it and runs conversations with users