AI-driven Personal Finance Platform Development
Budget: ₹1,500 – ₹12,500 INR
Build a production-ready AI-powered Personal Finance platform called FinanceAI with a premium fintech UI using Next.js, React, TypeScript, Tailwind CSS, Node.js, Express, PostgreSQL, and Prisma.
Features:
- Responsive modern design with Dark/Light mode.
- English, Hindi, and Marathi language support.
- Secure authentication (JWT), role-based access, SEO optimization, email notifications, WhatsApp integration, and PDF report generation.
Customer Workflow:
1. User completes a FREE Financial Health Assessment on the homepage.
2. AI generates a Financial Health Score and Financial Profile.
3. User purchases one-time services or a yearly plan.
4. User answers only service-specific questions (no repeated questions).
5. AI analyzes the Financial Profile with service-specific answers.
6. Admin reviews, edits, and approves every report before sending it to the customer.
Services (Only 5):
1. Financial Health Check (Free)
2. Monthly Budget Planning
3. Debt Reduction Plan
4. Investment Planning
5. Savings & Goal Planning
Questionnaires:
- The homepage should have one general Financial Health Assessment.
- Each paid service should have only relevant questions for that service.
- Reuse previously collected data instead of asking duplicate questions.
Customer Dashboard:
- Financial Health Score
- Purchased services
- Reports
- Progress tracking
- Charts
- Notifications
- PDF downloads
- Payment history
- Language settings
Admin Dashboard:
- Create, edit, delete services
- Set prices
- Create and manage questionnaires
- Review AI reports
- Edit, approve, and send reports
- Manage users
- Analytics
- Manage reminder schedules
Smart Reminder System:
Send reminders only for purchased services (not membership renewal).
Examples:
- Monthly Budget: monthly updates
- Debt Plan: monthly progress
- Investment: quarterly review
- Savings Goals: monthly updates
- Financial Health: every 3 months
Support Email, WhatsApp, and in-app notifications.
AI Features:
- Financial Health Score
- Personalized insights
- Risk detection
- Spending analysis
- Savings analysis
- Debt analysis
- Investment analysis
- Personalized recommendations
Design:
Create a clean, premium, enterprise-grade fintech experience with intuitive navigation, modern dashboards, interactive charts, and excellent user experience. The platform should be scalable and production-ready.
Features:
- Responsive modern design with Dark/Light mode.
- English, Hindi, and Marathi language support.
- Secure authentication (JWT), role-based access, SEO optimization, email notifications, WhatsApp integration, and PDF report generation.
Customer Workflow:
1. User completes a FREE Financial Health Assessment on the homepage.
2. AI generates a Financial Health Score and Financial Profile.
3. User purchases one-time services or a yearly plan.
4. User answers only service-specific questions (no repeated questions).
5. AI analyzes the Financial Profile with service-specific answers.
6. Admin reviews, edits, and approves every report before sending it to the customer.
Services (Only 5):
1. Financial Health Check (Free)
2. Monthly Budget Planning
3. Debt Reduction Plan
4. Investment Planning
5. Savings & Goal Planning
Questionnaires:
- The homepage should have one general Financial Health Assessment.
- Each paid service should have only relevant questions for that service.
- Reuse previously collected data instead of asking duplicate questions.
Customer Dashboard:
- Financial Health Score
- Purchased services
- Reports
- Progress tracking
- Charts
- Notifications
- PDF downloads
- Payment history
- Language settings
Admin Dashboard:
- Create, edit, delete services
- Set prices
- Create and manage questionnaires
- Review AI reports
- Edit, approve, and send reports
- Manage users
- Analytics
- Manage reminder schedules
Smart Reminder System:
Send reminders only for purchased services (not membership renewal).
Examples:
- Monthly Budget: monthly updates
- Debt Plan: monthly progress
- Investment: quarterly review
- Savings Goals: monthly updates
- Financial Health: every 3 months
Support Email, WhatsApp, and in-app notifications.
AI Features:
- Financial Health Score
- Personalized insights
- Risk detection
- Spending analysis
- Savings analysis
- Debt analysis
- Investment analysis
- Personalized recommendations
Design:
Create a clean, premium, enterprise-grade fintech experience with intuitive navigation, modern dashboards, interactive charts, and excellent user experience. The platform should be scalable and production-ready.