AI Finance Platform

An AI-powered personal finance platform that helps users manage expenses, set budgets, get automated insights, and add transactions with ease via receipt scanning.

AI Finance Platform
Tech Stack

Frontend:

React
Tailwind CSS
Next.js

Backend:

Node.js
Next.js API Routes

Database:

PostgreSQL

ORM:

Prisma

Tools:

Git
Github
Postman
Google Generative AI
Inngest

Deployment:

Vercel

What the project is?

AI Finance Platform is a modern personal finance management tool with AI features. It enables users to track expenses, add transactions, scan receipts, set recurring payments, and receive AI-generated reports with insights into their financial health. The system also alerts users every 6 hours if they are exceeding their budgets.

Why I built this?

I built this project to combine my interest in finance and artificial intelligence. It was an opportunity to explore OCR-based automation, AI insight generation, and event-driven backend logic for alerting and reporting. The project also serves as a demonstration of real-world AI utility in personal productivity apps.

What problem it solves?

It helps users maintain financial discipline by tracking all expenses, setting clear budgets, and automatically generating insights. The AI-powered receipt scanner reduces manual data entry, while the budget alerts ensure proactive financial control without needing to constantly check the app.

Key Features

  • Add income and expense transactions
  • Recurring transaction support
  • Budget setting and tracking
  • AI-generated monthly expense reports
  • Scheduled email alerts every 6 hours if budget is low
  • AI receipt scanner to auto-add transactions
  • Dashboard for insights and expense categories
  • Secure authentication
  • Responsive and user-friendly UI
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    What I Learned / Challenges

    Learned how to integrate AI into financial workflows using Google Generative AI and automate tasks via Inngest cron functions. Faced challenges in handling OCR data from receipt images, generating insightful summaries, and managing recurring transaction logic effectively.