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FinIntel is an AI-driven personal and business finance management platform that helps users track spending, set budgets, and gain intelligent insights for smarter financial decisions. Built with Next.js, Tailwind CSS, ShadCN UI, Clerk, Arcjet and OpenAI-powered analytics Using Google_Gemini-1.5-Flash.

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💸 FinIntel — AI-Powered Finance Management Platform

FinIntel is an AI-driven personal and business finance management platform that helps users track spending, set budgets, and gain intelligent insights for smarter financial decisions. Built with Next.js, Tailwind CSS, ShadCN UI, Clerk, Arcjet and OpenAI-powered analytics Using Google_Gemini-1.5-Flash.


🌟 Key Features

🔐 Authentication System

  • Secure sign-in and sign-up flows using Clerk
  • Supports multiple providers and JWT-based session management
  • Dynamic route protection using Arcjet

🔑 Authorization System

  • Bot Protection and Rate Limiting Based using Arcjet

📊 Interactive Dashboard

  • Overview of financial data like total balance, expenses, income, and budgets
  • Modular widgets:
    • 💳 Account Cards: Show balance, bank name, and linked transactions
    • 📈 Budget Progress Bar: Visual indicator of remaining budget
    • 📂 Recent Transactions: Preview of recent financial activities
  • Clean layout using custom components and ShadCN UI, Framer-Motion

🧾 Smart Transaction Management

  • Full CRUD operations for transactions
  • Categorization of transactions (e.g., groceries, travel, rent)
  • Add Recurring(Weekly, Monthly, Yearly) Transaction
  • 📷 Receipt Scanner Integration:
    • Upload scanned bills/images
    • Extract and autofill transaction data (Using Gemini-1.5-flash)

🏦 Account Overview

  • Create, manage multiple accounts (e.g., bank, wallet, cash)
  • View account-specific transactions and category summaries
  • Date-wise income-expense visualization with bars

📬 Email Notifications

  • Send email confirmations for critical actions
  • Uses Resend as a Email-service and React Email for styled transactional emails
  • Email templates built with responsive JSX

🧠 AI & Event Workflows (via Inngest)

  • Background workflows handled using Inngest
  • Example Use-Cases:
    • Notify users of unusual expenses
    • Trigger Recurring Transaction
    • Auto-categorize transactions using AI
    • Schedule budget reminders and Monthly Alert

🌐 Modern Frontend

  • Built using Next.js App Router with layouts and parallel routing
  • Global styling using Tailwind CSS
  • Custom pages:
    • Home (/)
    • 404 Not Found (/not-found)
    • Authenticated Main Layout (/dashboard, /transaction, /account)

🧪 Developer Ready

  • 🔧 .env.sample provided for easy environment setup
  • 🧬 Prisma schema for database modeling
  • 📥 Seed scripts to preload useful data
  • 🧹 ESLint configured for consistent code quality
  • 💅 Styled using PostCSS and Tailwind utilities

🗃️ Database & ORM

  • Powered by PostgreSQL with Prisma ORM
  • Schema includes models for:
    • Users
    • Accounts
    • Transactions
    • Budgets
  • Migration files are versioned and auto-generated for team sync

🧰 Tech Stack

Tech Description
Next.js React framework for frontend & SSR
Tailwind CSS Utility-first styling
ShadCN UI Accessible, customizable UI components
Lucide Icons Beautiful icon set
Sonner Clean toast notifications
Clerk User authentication & session management
Prisma ORM for PostgreSQL / MySQL / MongoDB
Supabase Cloud SQL Database
Recharts Pie/bar charts for expense tracking
Resend Email's send services for monthly and Budget report
Arcjet Security- Rate Limiting and Bot Protection

📦 Installation

# Clone the repository
git clone https://github.com/Sattwik13/FinIntel
cd finintel

# Install dependencies
npm install

# Setup environment variables
cp .env.example .env.local
# (Fill in values like DATABASE_URL, CLERK_SECRET_KEY, etc.)

# Generate Prisma client
npx prisma generate

# Run the development server
npm run dev

👨‍💻 Author

  • Sattwik Manna
  • GitHub: @sattwik13

About

FinIntel is an AI-driven personal and business finance management platform that helps users track spending, set budgets, and gain intelligent insights for smarter financial decisions. Built with Next.js, Tailwind CSS, ShadCN UI, Clerk, Arcjet and OpenAI-powered analytics Using Google_Gemini-1.5-Flash.

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