Web-based Personal Finance Management with AI
Budget: $250 – $750 USD
This project aims to create a Minimum Viable Product (MVP) of a Personal Financial Management (PFM) with Artificial Intelligence (AI) capabilities, using modern web technologies and a microservices architecture to ensure scalability and reusability in future versions.
- Authentication and Security, account creation, password recovery and integration with Google authentication.
- Bank Transaction Management: Secure integration with major financial institutions in Brazil (itau) to automatically import transactions(debit-credit) and balances (initially www.itau.com.br) stay ready to add others, and manual input/edit of transactions (debit-credit).
- Automatic or Manual Categorization: Use of AI to categorize transactions, facilitating the analysis of expenses and income.
- Personalized Budget: Manual Creation and AI suggestion of personalized budgets based on the user's financial history and individual goals.
- Insights and Recommendations: Generation of personalized insights on spending patterns, income and savings opportunities, using AI algorithms.
- Interactive Dashboard: Clear and intuitive visualization of the user's finances, with customizable graphs and reports.
- Support multiple users, intuitive design, microservices ready to work with Mobile APP, best security practices, containerization and ready to run in the cloud (AWS or Azure)
- I need it to be in Brazilian Portuguese, language, currencies and have an integration with a local bank in my country.. please read the PDF attached in PT-BR.
- About the automatic import data from Itau bank, the only tool I found is this -> https://github.com/henriquebastos/itauscraper
- Authentication and Security, account creation, password recovery and integration with Google authentication.
- Bank Transaction Management: Secure integration with major financial institutions in Brazil (itau) to automatically import transactions(debit-credit) and balances (initially www.itau.com.br) stay ready to add others, and manual input/edit of transactions (debit-credit).
- Automatic or Manual Categorization: Use of AI to categorize transactions, facilitating the analysis of expenses and income.
- Personalized Budget: Manual Creation and AI suggestion of personalized budgets based on the user's financial history and individual goals.
- Insights and Recommendations: Generation of personalized insights on spending patterns, income and savings opportunities, using AI algorithms.
- Interactive Dashboard: Clear and intuitive visualization of the user's finances, with customizable graphs and reports.
- Support multiple users, intuitive design, microservices ready to work with Mobile APP, best security practices, containerization and ready to run in the cloud (AWS or Azure)
- I need it to be in Brazilian Portuguese, language, currencies and have an integration with a local bank in my country.. please read the PDF attached in PT-BR.
- About the automatic import data from Itau bank, the only tool I found is this -> https://github.com/henriquebastos/itauscraper