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FinGeniusAI is an AI-powered finance app that helps users track income, expenses, and budgets with smart insights and a clean dashboard. It features receipt scanning, secure login, and automated workflows for seamless money management.

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💻 FinGeniusAI

FinGeniusAI is a modern, AI-powered personal finance management web application. It empowers users to track income, expenses, budgets, and accounts with an intuitive dashboard, smart analytics, and a seamless user experience.

🚀 Features

  • User Authentication (Clerk)
    Secure sign-up and sign-in with protected routes, powered by Clerk for seamless and secure user management.
  • Security & Bot Protection (Arcjet)
    Advanced security and bot protection for your app, leveraging Arcjet to keep your data and users safe.
  • Background Jobs & Workflows (Inngest)
    Reliable background jobs, event-driven workflows, and async processing using Inngest for scalable automation and integrations.
  • Dashboard Overview
    Visual summary of accounts, budgets, income, and expenses.
  • Account Management
    • Create, edit, and view multiple accounts
    • Set a default account
    • Visualize account balances and transactions
  • Transaction Management
    • Add, edit, and delete transactions
    • Categorize transactions (income/expense)
    • Attach receipts via a built-in receipt scanner
    • Recurring transaction support
  • Budget Tracking
    • Set monthly budgets
    • Visual progress bars for budget usage
    • Category-wise budget breakdown
  • Analytics & Charts
    • Income vs. expense charts
    • Transaction overviews
    • Account balance trends
  • Email Notifications
    • Transaction and budget alerts
    • Customizable email templates
  • AI-Powered Features
    • Smart receipt scanning and data extraction
    • Intelligent categorization (extendable)
  • Responsive UI
    • Mobile-friendly design
    • Modern UI components

🛠️ Tech Stack

  • Frontend: Next.js (App Router), React, Tailwind CSS
  • Backend: Next.js API routes, Prisma ORM
  • Database: PostgreSQL (via Prisma) / SQLite (development)
  • Authentication: NextAuth.js
  • Email: Nodemailer
  • AI/ML: Custom receipt scanning logic
  • Notifications: Sonner
  • Icons: Lucide Icons
  • Validation: Zod

✨ Usage

  1. Sign up for a new account or sign in.
  2. Create accounts (e.g., Bank, Cash, Credit Card).
  3. Add transactions (income or expense), attach receipts, and categorize them.
  4. Set budgets for different categories and track your progress.
  5. View analytics on the dashboard for a quick financial overview.
  6. Receive email notifications for important events.

🌐 Web UI

  • 👉🏻Check Deployed Site: Live Demo

  • Home Page

    Main Dashboard

  • Dashboard - Expenses Visualization

    After Running the model

  • Dashboard - Accounts Overview

    Categorised table

  • Account - Transactions Overview

    Category Distribution Bar Graph

  • Account - Transactions Table

     Supplier By Amount Distribution Bar Graph

  • Add Transaction Form

    Supplier Distribution Pie Chart

  • Monthly Report

    Supplier Distribution Pie Chart

  • AI Insight Report

    Supplier Distribution Pie Chart

  • Budget Alert

    Supplier Distribution Pie Chart

🛡️ License

This project is licensed under the MIT License. See the LICENSE file for details.


📬 Let's Connect!

I'm always open to collaborating on exciting projects, sharing ideas, or just chatting tech!


FinGeniusAI — Take control of your finances, intelligently.

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FinGeniusAI is an AI-powered finance app that helps users track income, expenses, and budgets with smart insights and a clean dashboard. It features receipt scanning, secure login, and automated workflows for seamless money management.

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