EvaChat – AI Assistant
AI-Powered Multi-Model Enterprise AI Workspace for Finance Professionals
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Leadership
SYSTEM CAPABILITIES
Project Highlights & Innovations
Finance-Focused AI Workspace
Centralized accounting & document workspace
5+ Specialized AI Assistants
Dedicated bots for accounting, tax & email
GPT + Gemini + Claude
Multi-model orchestration engine
Dynamic AI Model Routing
Auto, Instant & Thinking execution modes
Isolated Workspaces
Independent chat history & document libraries
Google OAuth & Security
Enterprise domain restrictions & RBAC
PostgreSQL & Cloud Storage
Encrypted file storage & database
Real-Time Web & Voice AI
Bing/Serper search + Speech-to-Text/TTS
EXECUTIVE OVERVIEW
A Unified Enterprise AI Workspace for Finance Teams
EvaChat is an enterprise AI workspace developed by Kraftors to centralize accounting workflows, tax research, financial document management, and AI-powered productivity within a secure enterprise environment.
Unlike traditional generic AI chatbots, EvaChat combines multiple specialized AI assistants, intelligent multi-model orchestration (GPT, Gemini, Claude), assistant-specific workspaces, and secure financial knowledge management into a unified platform built specifically for finance professionals.
Built using a cloud-native architecture on Google Cloud Platform, EvaChat integrates OpenAI GPT, Google Gemini, and Anthropic Claude through an intelligent orchestration engine capable of selecting the optimal model for every request based on real-time latency, model health, and workload.
Rather than replacing finance professionals, EvaChat empowers them by eliminating repetitive accounting tasks, accelerating tax research, improving executive business communication, and enabling faster, more informed decisions.
SCOPE OF WORK
Services Provided
BUSINESS CHALLENGE
Building an Enterprise AI Workspace for Finance
Generic AI chatbots lack the specialized accounting workflows, isolated document memory, multi-LLM reasoning, and strict domain security required by enterprise finance departments.
Fragmented AI Experiences
Switching between tools created inconsistent workflows and scattered context.
Leveraging Multiple AI Models
Routing tasks dynamically across GPT (reasoning), Gemini (multimodal), and Claude (long docs).
Finance-Specific Workflows
Supporting accounting, GAAP entries, tax research, vendor categorization, and compliance.
Independent AI Workspaces
Maintaining dedicated chat history, context memory, and document isolation per assistant.
Enterprise Document Management
Secure uploading, indexing, and retrieval of financial reports, PDFs, and spreadsheets.
Intelligent Model Selection
Evaluating latency, queue size, model health, and workload in milliseconds.
Real-Time Performance
Delivering token-level response streaming over WebSockets and Redis Edge Cache.
Enterprise Security
Enforcing Google OAuth, domain restrictions, RBAC, and end-to-end encrypted storage.
Finance Workflows Powered by EvaChat
Tailored specifically for corporate finance, accounting, and audit operations
STRATEGIC ROADMAP
Core Project Objectives
Build an enterprise-grade AI workspace tailored for finance professionals.
Integrate OpenAI GPT, Google Gemini, and Anthropic Claude in a unified engine.
Create specialized AI assistants for accounting, tax, email, and vendor workflows.
Deliver intelligent model routing based on real-time performance and latency.
Enable secure financial document management with isolated document libraries.
Provide real-time web search integration with source-backed citations.
Deliver natural hands-free voice interactions using Speech-to-Text and TTS.
Build a scalable cloud-native infrastructure on GCP with PostgreSQL and Redis.
Develop an enterprise administration portal with detailed analytics and health monitoring.
SYSTEM ARCHITECTURE
Modular Cloud-Native Solution Architecture
EvaChat follows a multi-layered enterprise architecture ensuring complete separation of concerns, rapid scalability, and sub-second response performance.
Presentation Layer
- ChatGPT-inspired UI
- Responsive Workspace
- Light & Dark Themes
- Voice Interaction
- Document Panel
- Real-Time Chat
AI Orchestration Layer
- GPT, Gemini & Claude
- Dynamic Routing Engine
- Model Health Monitor
- Latency Monitoring
- Queue Monitoring
- Auto Model Switching
Productivity Layer
- Eva General Assistant
- Tax Research Assistant
- Email Refinement Assistant
- GAAP & Journal Assistant
- Vendor Categorization Assistant
- Code & Prompt Generators
Knowledge Layer
- Independent Doc Libraries
- Financial Doc Indexing
- File Organization
- Retrieval Engine (RAG)
- Context Preservation
Enterprise Services
- Google OAuth Auth
- Domain Restrictions & RBAC
- API Key Management
- Usage Analytics
- Audit Logging
- Health Monitoring
Infrastructure Layer
- Google Cloud Platform
- Redis Edge Cache
- PostgreSQL Database
- Google Cloud Storage
- WebSockets
- Cloud Run & Functions
PURPOSE-BUILT AI AGENTS
Specialized AI Assistants & Utilities
Rather than relying on one generic chatbot, EvaChat features a suite of 10 purpose-built assistants operating in dedicated workspaces with isolated document memory.
Eva – General Enterprise Assistant
Serves as the primary assistant for business research, financial analysis, report drafting, document summarization, and meeting notes.
Key Capabilities:
Email Refinement Assistant
Helps users draft polished business emails, correct grammar, adjust writing tone, and format executive communications.
Key Capabilities:
Tax Research Assistant
Simplifies tax compliance by combining AI reasoning with live web search (Bing & Serper) to deliver source-backed regulatory lookups.
Key Capabilities:
GAAP & Journal Entry Assistant
Provides contextual guidance for accounting standards (GAAP), journal entry creation, ledger management, and transaction categorization.
Key Capabilities:
Vendor Categorization Assistant
Intelligently classifies vendors and financial transactions to maintain accounting consistency across thousands of entries.
Key Capabilities:
PDF to CSV Utility
Converts structured and semi-structured financial PDF documents into clean CSV spreadsheets for downstream accounting workflows.
Key Capabilities:
HR Policy Assistant
Delivers instant contextual retrieval across employee guidelines, internal HR policies, and organizational compliance documentation.
Key Capabilities:
Numera FAQ Assistant
Serves as an AI-powered FAQ bot providing instant answers to internal product, process, and operational queries.
Key Capabilities:
Code Crafter
Assists development and financial engineering teams in writing, reviewing, optimizing, and debugging automation scripts.
Key Capabilities:
Prompt Generator
Helps finance professionals construct well-structured, high-accuracy AI prompts tailored to financial analysis and research.
Key Capabilities:
INTELLIGENT ROUTING MODES
Dynamic AI Execution Modes
Users can switch between 3 routing modes to match task complexity, latency expectations, and cost performance.
Auto Mode
Dynamic Load & Task Optimization
Automatically selects the optimal AI model based on real-time workload, response latency, and task complexity. Ideal for everyday productivity.
Instant Mode
Sub-Second Latency Optimization
Prioritizes minimal response latency for quick business questions, fast email polishes, and routine accounting lookups.
Thinking Mode
Deep Reasoning & Long-Context Analysis
Designed for complex accounting logic, multi-page financial document analysis, tax code interpretation, and long-form report generation.
ENTERPRISE SECURITY & OBSERVABILITY
Security-First Architecture & Admin Portal
Financial information is among the most sensitive data. EvaChat was engineered for internal enterprise deployment with strict domain-restricted Google OAuth, Role-Based Access Control (RBAC), and encrypted Google Cloud Storage.
User Management
Google OAuth, domain restrictions, user session monitoring, RBAC permissions.
AI Usage Analytics
Conversation volume, token consumption, model request breakdown, chat log review.
Model Health Monitoring
Real-time latency, queue lengths, error rate tracking, and automated model fallback.
Infrastructure Status
GCP service health, Redis cache hit ratio, API quota limits, and uptime alerts.
Security Checklist
Zero-Egress Private Cloud Infrastructure
- Google OAuth Authentication with Business Domain Lock
- Role-Based Access Control (RBAC) & Workspace Restrictions
- Encrypted Cloud Document Storage (Google Cloud Storage)
- Isolated Assistant Document Repositories (No Cross-Leakage)
- Real-Time Web Search via Bing & Serper APIs with Source Citations
- Token Streaming over Secure WebSockets & Redis Edge Cache
SYSTEM TECH STACK
Complete Technology Architecture
| Architecture Layer | Technologies & Frameworks |
|---|---|
| Frontend UI | Next.js, Tailwind CSS, shadcn/ui, Framer Motion |
| Backend Runtimes | Python, Node.js, Next.js API Routes |
| AI & Machine Learning | OpenAI GPT, Google Gemini, Anthropic Claude, Intelligent AI Routing Engine |
| Database & Storage | PostgreSQL, Google Cloud Storage |
| Authentication | Google OAuth (Domain Restricted), Role-Based Access Control (RBAC) |
| Search & Research APIs | Bing Search API, Serper API |
| Voice Technologies | OpenAI Speech-to-Text, OpenAI Text-to-Speech, Web Speech API |
| Real-Time & Caching | Redis Edge Cache, WebSockets, Async Prefetch |
| Cloud & Infrastructure | Google Cloud Platform (GCP), Cloud Run, Cloud Functions, Cloudflare, Vercel Edge |
METHODOLOGY
6-Phase Development Methodology
Discovery & Planning
Analyzed finance workflows, user personas, and compliance needs to architect a modular, multi-agent AI workspace.
UI/UX Design
Designed a clean, ChatGPT-inspired interface tailored for finance teams with Light & Dark theme support.
Auth & Workspaces
Implemented Google OAuth with domain restriction and isolated workspaces for each AI assistant with independent file storage.
AI Integration & Routing
Integrated GPT, Gemini, and Claude into an intelligent orchestration engine with real-time health and latency monitoring.
Performance Optimization
Deployed Redis Edge Cache, WebSockets, async prefetching, and Cloudflare CDN to ensure sub-second response streaming.
Deployment & Observability
Deployed on GCP using Cloud Run and Cloud Functions with continuous admin analytics, token tracking, and logging.
RESULTS & VALUE
Business Impact & Key Outcomes
EvaChat successfully transformed enterprise finance operations by providing a secure, intelligent, multi-agent AI workspace.
Why Multi-Model AI?
Every AI model has unique strengths: OpenAI GPT excels at structured reasoning and writing, Google Gemini provides strong multimodal understanding, and Anthropic Claude handles long-context document analysis. EvaChat dynamically routes requests to the optimal provider, preventing LLM lock-in and maximizing answer quality.
Why Kraftors?
At Kraftors, we build production AI solutions that solve real enterprise operational challenges. Our expertise spans multi-agent systems, cloud-native backend engineering, secure vector stores, and high-fidelity UI/UX design. We help organizations transform complex AI concepts into scalable software.
Future Platform Roadmap
Conclusion
EvaChat demonstrates Kraftors' capability to design and develop sophisticated enterprise AI platforms that combine cutting-edge multi-LLM orchestration with practical financial workflows.
By unifying specialized AI assistants, isolated document memory, and enterprise-grade security, EvaChat empowers finance teams to modernize operations and accelerate AI adoption.
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