🚀 FinWise - AI Finance Management Platform

AI-powered financial management platform helping users track expenses, manage budgets, and optimize their finances with intelligent insights and real-time analytics.

✨ Features

• 🤖 AI Receipt Scanner - Automatically extract transaction details from receipt photos
• 📊 Smart Analytics Dashboard - Real-time spending insights and financial trends
• 💰 Budget Management - Set spending limits with AI-powered recommendations
• 📱 WhatsApp Integration - Manage finances on-the-go via WhatsApp bot
• 💳 Multi-Account Support - Track multiple bank accounts and credit cards
• 📈 Progress Tracking - Monitor your financial goals and spending patterns

🛠️ Tech Stack

• Frontend: Next.js 15, React 19, Tailwind CSS
• Backend: Next.js API Routes
• Database: MongoDB with optimized collections
• Authentication: Clerk (secure user management)
• AI Integration: Google Gemini AI
• UI Components: Shadcn UI
• Animations: Framer Motion
• Background Jobs: Inngest
• Styling: Custom dark theme with blue accents
• WhatsApp Integration: Twilio API

🚀 Quick Start

Prerequisites

• Node.js 18+
• MongoDB instance
• Clerk account for authentication
• Google Gemini AI API key
• Twilio account (for WhatsApp integration)

Installation

1. Clone the repository

   git clone https://github.com/theshibaprasad/FineWIse.git
   cd FineWIse

2. Install dependencies

   npm install

3. Set up environment variables

   cp .env.example .env.local

   Add your environment variables:

   # MongoDB
   MONGODB_URI=your_mongodb_connection_string
   
   # Clerk Authentication
   NEXT_PUBLIC_CLERK_PUBLISHABLE_KEY=your_clerk_publishable_key
   CLERK_SECRET_KEY=your_clerk_secret_key
   
   # Google Gemini AI
   GEMINI_API_KEY=your_gemini_api_key
   
   # Twilio WhatsApp
   TWILIO_ACCOUNT_SID=your_twilio_account_sid
   TWILIO_AUTH_TOKEN=your_twilio_auth_token
   TWILIO_WHATSAPP_NUMBER=your_twilio_whatsapp_number
   
   # Email (Optional)
   EMAIL_USER=your_email_user
   EMAIL_PASS=your_email_password

4. Set up the database

   node scripts/migrate-to-mongodb.js

5. Run the development server

   npm run dev

6. Open your browser

   Navigate to http://localhost:3000

📁 Project Structure

├── app/                    # Next.js app directory
│   ├── (auth)/            # Authentication pages
│   ├── (main)/            # Main application pages
│   │   ├── dashboard/     # Dashboard components
│   │   ├── transaction/   # Transaction management
│   │   └── profile/       # User profile
│   ├── api/               # API routes
│   └── globals.css        # Global styles
├── components/             # Reusable UI components
│   └── ui/                # Shadcn UI components
├── lib/                    # Database and utility functions
│   ├── db.js              # MongoDB operations
│   ├── mongodb.js         # MongoDB connection
│   ├── gemini.js          # AI integration
│   └── twilio.js          # WhatsApp integration
├── actions/                # Server actions
├── data/                   # Static data files
└── scripts/                # Database migration scripts

🎯 Key Features Explained

AI Receipt Scanner

• Intelligent text extraction from photos
• Automatic categorization of expenses
• Real-time transaction processing
• High accuracy data parsing

Smart Analytics Dashboard

• Visual spending patterns
• Category-wise expense breakdown
• Monthly/yearly comparisons
• AI-powered insights

Budget Management

• Custom spending limits
• Real-time budget tracking
• Smart notifications
• AI recommendations

WhatsApp Integration

• Send transaction updates via WhatsApp
• Check account balances
• View recent transactions
• Get financial insights

Multi-Account Support

• Multiple bank accounts
• Credit card management
• Investment tracking
• Unified financial view

🔧 Database Schema

Collections

• Users: Profile management and preferences
• Accounts: Bank accounts and credit cards
• Transactions: Expense and income records
• Budgets: Spending limits and tracking
• Categories: Transaction categorization

🎨 UI/UX Features

• Dark Theme: Professional dark interface with blue accents
• Responsive Design: Optimized for all devices
• Smooth Animations: Engaging user interactions
• Intuitive Navigation: Easy-to-use interface
• Real-time Updates: Live data and insights

🔒 Security & Performance

• Secure Authentication: Clerk-powered user management
• Data Privacy: MongoDB with proper indexing
• Performance Optimized: Next.js with efficient rendering
• Scalable Architecture: Modern microservices approach
• WhatsApp Security: End-to-end encrypted messaging

🤝 Contributing

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

📝 License

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

🙏 Acknowledgments

• Next.js for the amazing framework
• Clerk for authentication
• Google Gemini AI for AI capabilities
• Tailwind CSS for styling
• Shadcn UI for components
• Twilio for WhatsApp integration

📞 Contact

Shiba Prasad Swain - LinkedIn - theshibaprasad@gmail.com

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