🚀 AI-Powered Finance Management Platform

Next.js 14 application providing intelligent financial management with AI-powered insights, multi-account tracking, and real-time analytics.

📖 Table of Contents

• Key Features
• Tech Stack
• Getting Started
• Environment Variables
• Project Structure
• Deployment
• Contributing
• License

✨ Key Features

• 🤖 AI Financial Insights

  • ✨ Receipt scanning with Google Gemini Vision API
  • 🏷️ Automatic transaction categorization using ML models
  • 📈 Predictive budget forecasting
  • 🔍 Natural language query support

• 💸 Financial Management

  • 📊 Real-time dashboard with interactive charts
  • 🏦 Multi-account aggregation & reconciliation
  • 🎯 Customizable budget categories and limits
  • 🔎 Advanced transaction search/filter
  • 📆 Recurring expense detection
  • ⏱️ Instant spending notifications

• 🔒 Enterprise Security

  • 🔑 Clerk authentication with JWT & MFA
  • 🛡️ Role-based access control (RBAC)
  • ⏲️ API rate limiting via ArcJet
  • 🔄 Background processing with Inngest
  • 📧 Secure notifications via Resend
  • 🔐 End-to-end data encryption

• 🎨 Premium UX

  • 📱 Mobile-first responsive design
  • 🌓 Dark/light theme support
  • ⚡ Instant search with debounced queries
  • 📥 Bulk transaction imports (CSV/Excel)
  • 🎛️ Customizable dashboard widgets
  • 🔊 Sonner toast notifications

🛠 Tech Stack

Core Framework

Database

Security

UI Components

AI Services

Infrastructure

🚀 Getting Started

Prerequisites

• Node.js 18+ & npm 9+
• PostgreSQL 15+
• Clerk account for authentication
• Google Gemini API key
• Resend API key for email

Initial Setup

# Clone repository
git clone https://github.com/your-repo/ai-finance-platform.git
cd ai-finance-platform

# Install dependencies
npm install

# Setup environment
cp .env.example .env.local

Configure Environment

Edit .env.local with your credentials:

# Clerk Authentication
NEXT_PUBLIC_CLERK_PUBLISHABLE_KEY=your_clerk_pub_key
CLERK_SECRET_KEY=your_clerk_secret_key

# Database
DATABASE_URL="postgresql://user:pass@localhost:5432/ai_finance?schema=public"
DIRECT_URL="postgresql://user:pass@localhost:5432/ai_finance"

# AI Services
GEMINI_API_KEY=your_google_ai_key

# Email
RESEND_API_KEY=your_resend_key

# Security
ARCJET_KEY=your_arcjet_key

Database Setup

# Run migrations
npx prisma migrate dev --name init

# Generate Prisma client
npx prisma generate

# Seed sample data (optional)
npm run seed

4. Database setup:

npx prisma migrate dev --name init

5. Seed initial data (optional):

npm run seed

6. Start development server:

npm run dev

🔑 Environment Variables

Variable	Description
DATABASE_URL	PostgreSQL connection string
DIRECT_URL	Direct DB connection
NEXT_PUBLIC_CLERK_PUBLISHABLE_KEY	Clerk frontend key
CLERK_SECRET_KEY	Clerk backend secret
GEMINI_API_KEY	Google AI API credentials
RESEND_API_KEY	Email service API key
ARCJET_KEY	Rate limiting service key

🏃♂️ Running the App

Development mode:

npm run dev

Production build:

npm run build && npm start

🗂 Project Structure

ai-finance-platform/
├── app/               # Next.js app router routes
│   ├── (auth)/        # Authentication pages
│   ├── (main)/        # Authenticated user routes
│   ├── api/           # API endpoints
│   └── lib/           # Shared utilities
├── components/        # Reusable UI components
├── hooks/             # Custom React hooks
├── lib/               # Server-side libraries
├── prisma/            # Database schema & migrations
├── public/            # Static assets
└── actions/           # Server actions

📄 License

MIT License - see LICENSE for details

🤝 Contributing

Contributions welcome! Please follow:

1. Fork the repository
2. Create feature branch (git checkout -b feature/AmazingFeature)
3. Commit changes (git commit -m 'Add some AmazingFeature')
4. Push to branch (git push origin feature/AmazingFeature)
5. Open a Pull Request