FinSight AI is a smart, secure, and user-friendly web platform that acts like a financial advisor — powered entirely by AI. The goal is to help users make smarter money decisions using AI-powered analysis, summaries, and personalized guidance.
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Automatic Expense Classification
Analyzes transactions, receipts, and statements to categorize spending. -
Natural Language Questions
Ask questions like "Can I afford a vacation next month?" and get context-aware answers. -
Personalized Advice
Example: "Cut Uber Eats by 20% to save $150/month." -
Monthly Reports
Get spending summaries, cash flow trends, and goal-tracking updates. -
Document & Receipt Uploads
Upload PDFs or images of bank statements and receipts — AI extracts and analyzes content.
Hugging Face AI capabilities will be integrated soon!
- Millions don’t have access to personal financial advisors.
- Budgeting apps focus too much on charts, not action.
- FinSight turns your passive data into actionable financial insight.
| Task Type | Purpose |
|---|---|
| Document QA | Extract insights from PDFs (e.g., paystubs, bank statements) |
| Image-to-Text (OCR) | Read receipts and invoices |
| Text Classification | Categorize spending into groceries, bills, entertainment, etc. |
| Sentence Similarity | Match user queries to relevant financial categories |
| Text Generation | Generate human-like advice (e.g., spending tips) |
| Summarization | Create short financial summaries and progress reports |
| Table QA | Answer questions like “Where did I spend the most last month?” |
| Text-to-Speech (Optional) | Read financial summaries aloud for accessibility |
Frontend
- React + TypeScript + Vite
- Tailwind CSS
Backend
- Node.js (Express)
Database
- Firebase Firestore: Users, Goals, Income Sources,
Storage & APIs
- Plaid API: Link real bank accounts securely
- OCR.space: For receipt image parsing
- Hugging Face Transformers: Hosted or self-deployed AI models
Authentication & Security
- Firebase Auth or OAuth 2.0 (Plaid/Google)
- End-to-end encryption of sensitive financial data
- All user data is encrypted.
- Financial connections use Plaid’s secure OAuth flows.
- No third-party access to user data without consent.
MIT License. See LICENSE for more details.
PRs and feature suggestions welcome! Open an issue or fork the repo.
Created by Kiyon Farokhi Email: kiyonfarokhi@hotmail.com LinkedIn: www.linkedin.com/in/kiyonfarokhi