An AI-powered financial analytics system that transforms raw transaction data into behavioral insights, financial health metrics, and risk intelligence.
Built with a full-stack architecture combining React, FastAPI, SQL, and AI-driven analytics logic.
Most expense trackers only store transactions.
They don’t analyze behavior, detect risks, or provide financial intelligence.
This platform acts as a financial behavior engine, not just an expense tracker.
This system ingests financial data from multiple sources and applies intelligent processing to:
- Automatically categorize expenses
- Calculate financial health score
- Detect risk patterns
- Compare budget vs actual spending
- Generate behavioral recommendations
flowchart LR
A[Frontend - React Dashboard] -->|API Calls| B[FastAPI Backend]
B --> C[Service Layer]
C --> D[AI Categorization Engine]
C --> E[Analytics Engine]
C --> F[Budget Engine]
D --> G[(Database)]
E --> G
F --> G
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React + TypeScript
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Recharts (Data Visualization)
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Axios (API communication)
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Tailwind CSS
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FastAPI
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SQLAlchemy ORM
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Pydantic Schemas
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REST API Architecture
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AI / Data Intelligence
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Rule-based NLP categorization engine
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Financial risk analysis logic
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Behavioral scoring model
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Aggregation analytics pipeline
- SQL (Mysql / Postgres-ready)
| Feature | Description |
|---|---|
| 📂 CSV Upload | Bulk transaction ingestion from files |
| 🧠 AI Categorization | Smart expense classification with confidence score |
| ❤️ Financial Health Score | Quantified financial behavior metric |
| Detect overspending & abnormal patterns | |
| 📊 Category Analytics | Spending distribution insights |
| 💰 Budget vs Actual | Budget tracking intelligence |
| 🤖 Recommendations | Behavioral improvement suggestions |
sequenceDiagram
User->>Frontend: Upload CSV / Add Transaction
Frontend->>Backend: API Request
Backend->>Categorization Service: Classify Expense
Backend->>Database: Store Transaction
Backend->>Analytics Engine: Compute Metrics
Analytics Engine->>Backend: Insights
Backend->>Frontend: Dashboard Data
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Text cleaning & normalization
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Keyword-based intelligent matching
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Confidence scoring
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Fallback classification
- "Swiggy food order" → FOOD (confidence: 0.74)
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Financial Health Score Gauge
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Category-wise Spending Chart
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Budget vs Actual Pie Chart
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Risk Alerts Panel
- cd backend
- pip install -r requirements.txt
- uvicorn app.main:app --reload
- cd frontend
- npm install
- npm run dev
| Endpoint | Purpose |
|---|---|
/transactions/upload-csv |
Bulk transaction upload |
/transactions |
Add or list transactions |
/analytics/summary |
Full financial insights |
/budgets |
Budget management |
- ✔ Modular service-layer architecture
- ✔ Clean API contracts
- ✔ Scalable analytics pipeline
- ✔ AI logic separated from routes
- ✔ Frontend-backend integration
- ✔ Production-style project structure
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ML-based expense prediction
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Bank SMS auto parsing
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Anomaly detection using ML
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User authentication
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Cloud deployment
Full Stack + AI Systems Developer