💸 FinSync AI — AI Finance Platform

🚀 Overview

FinSync AI is a modern, AI-powered personal finance platform designed to help users track, analyze, and optimize their spending with beautiful data visualizations and real-time insights.

From smart transaction categorization to automated budget alerts and AI-powered receipt scanning, FinSync transforms raw financial data into actionable intelligence. Built with a powerful full-stack architecture, it combines performance, scalability, and a sleek user experience.

Whether you're managing daily expenses, tracking investments, or analyzing spending patterns — FinSync gives you clarity and control over your money.

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✨ Features

📊 Stunning Financial Visualizations

• Interactive charts powered by Recharts
• Monthly expense breakdown (Pie Charts)
• Income vs Expense trends (Bar Graphs)
• Real-time financial insights at a glance

🤖 AI Receipt Scanner

• Scan receipts using AI
• Auto-extract amount, category, and date
• Eliminates manual entry
• Fast and accurate parsing

💰 Smart Budget Tracking

• Set monthly budgets per account
• Visual progress bars for spending
• Budget alerts when limits are exceeded
• Real-time usage tracking

📁 Transaction Management

• Add, edit, and delete transactions
• Categorize expenses (food, travel, utilities, etc.)
• Search, filter, and sort transactions
• Bulk actions and export (CSV, PDF, Excel, JSON)

🔁 Recurring Transactions

• Automate repeated expenses/income
• Custom schedules (daily, monthly, etc.)
• Hands-free financial tracking

📤 Export Transactions (CSV / PDF / Excel / JSON)

• Export transactions in CSV, PDF, JSON and Excel formats
• One-click bulk export for selected entries
• Apply filters before exporting (date, type, category, recurring)
• Clean, structured data ready for analysis
• Perfect for reporting, accounting, and audits

🏦 Multi-Account Support

• Manage multiple accounts (Savings, Personal, etc.)
• Switch between accounts seamlessly
• Track balances independently

⚡ Real-Time Dashboard

• Live financial overview
• Recent transactions preview
• Net balance, income, and expenses
• Clean and minimal UI

📬 Automated Reports & Alerts

• Monthly financial reports via email
• Budget alerts using background jobs
• Event-driven workflows with Inngest

🛡️ Authentication & Security

• Secure authentication with Clerk
• Protected routes and sessions
• Rate limiting using Arcjet

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🛠️ Tech Stack

🎨 Frontend

• Next.js
• React JS
• JavaScript
• Tailwind CSS
• Recharts (Data Visualization)
• React Hook Form + Zod

⚙️ Backend

• Next.js Server Actions
• Prisma ORM
• Supabase (Database + Storage)

🔐 Authentication

• Clerk Auth

⚡ Background Jobs & Automation

• Inngest (CRON jobs, workflows, async tasks)
• Resend (Monthly email reports, Budget alerts)

🛡️ Security & Rate Limiting

• Arcjet

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📈 Future Enhancements

• 🤖 AI financial insights & recommendations
• 🎯 Goals Tracker
• 🌍 Multi-currency support
• 💹 Budget for each categories
• 📊 Advanced analytics dashboard
• 🔔 Push notifications

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⚙️ Installation

git clone https://github.com/prabuddhaxdev/FinSync.git
cd finsync
npm install

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🔑 Environment Variables

Create a .env file:

NEXT_PUBLIC_CLERK_PUBLISHABLE_KEY=
CLERK_SECRET_KEY=
NEXT_PUBLIC_CLERK_SIGN_IN_URL=/sign-in
NEXT_PUBLIC_CLERK_SIGN_IN_FORCE_REDIRECT_URL=/dashboard
NEXT_PUBLIC_CLERK_SIGN_UP_FORCE_REDIRECT_URL=/dashboard
ARCJET_KEY=
ARCJET_ENV=
DATABASE_URL=""
GEMINI_API_KEY=
RESEND_API_KEY=

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## 🧪 Run Locally

```bash
npm run dev

For background jobs:

npm run inngest:dev

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