Altruva AI

Altruva AI

An AI-powered SaaS platform for non-profit organizations featuring a Finance Agent that answers financial questions by analyzing documents and integrating with QuickBooks, Salesforce, HubSpot, and Abila MIP using RAG and live data connections.

Azure AI FoundryRAGMCPSaaS
React
React
Python
Python
TypeScript
TypeScript
Tailwind CSS
Tailwind CSS

Description

AI-Powered Finance Agent for Non-Profits

Altruva AI is a comprehensive SaaS platform designed specifically for non-profit organizations, featuring an intelligent Finance Agent named "Grant" that revolutionizes how nonprofits handle financial queries and analysis.

Key Features Delivered:

  • AI Finance Agent "Grant": Answers questions about budgets, forecasts, and audits using advanced Retrieval-Augmented Generation (RAG)
  • Live Data Integrations: Real-time connections with QuickBooks Online, HubSpot, and Salesforce using Model Context Protocol (MCP)
  • Document Analysis: Upload and analyze financial documents with high accuracy
  • Admin Dashboard: Manage users, agents, and track usage analytics
  • Multi-Environment Setup: Separate staging and production environments for safer deployments

Technical Achievements:

  1. 100% Accuracy: Successfully answered all initial test questions for the CLC client
  2. Advanced AI Integration: Implemented Azure AI Foundry with GPT-4.1 for complex financial analysis
  3. Scalable Architecture: Shared index strategy to bypass Azure limits while ensuring data isolation
  4. Enterprise Auth: Flexible Auth0 implementation for non-profit domain restrictions

Technologies Used:

The platform leverages cutting-edge cloud and AI technologies including Azure OpenAI, Azure AI Search, Azure Blob Storage, and Cosmos DB, with a React frontend and Python FastAPI backend.

"Successfully set up custom domains and email services for beta launch with client approval on UI and functionality."