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FinBridge - Contact & Deal Management Platform

A full-stack, AI-powered, offline-first PWA for field capture, audio interactions, deal reviews, and automated follow-up management.

Next.js React TypeScript Prisma PostgreSQL Tailwind CSS PWA


โœจ Standout Features

1. ๐ŸŽญ Deep Sentiment & Emotion Analysis

Beyond simple text, FinBridge performs Multimodal Sentiment Analysis. We use RoBERTa (INT8-ONNX) for high-speed text sentiment and Wav2Vec2 for Vocal Emotion Recognition (SER).

  • Audio Insights: Detect frustration, excitement, or hesitation directly from the speaker's voice.
  • Text Context: AI scans transcripts for financial hotspots and commitment promises.

2. ๐Ÿ—“๏ธ Google Meet & Gmail Auto-Scheduler

The Gmail Intelligence layer doesn't just send emailsโ€”it understands intent.

  • Intent Detection: AI classifies email replies to detect if a lead wants to meet.
  • One-Click Scheduling: Automatically generates Google Meet links and calendars invites directly from the moderator dashboard.
  • Follow-up Automation: Personalized, AI-generated follow-up emails based on conversation context.

3. โฑ๏ธ Interactive Timestamped Audio & Transcripts

The Smart Audio Player is seamlessly integrated with AI-generated transcripts.

  • Jump to Intent: Click any sentence in the transcript to jump to that exact millisecond in the audio.
  • Hotspot Nav: Important business intelligence moments (financials, dates, products) are automatically highlighted on the audio timeline for rapid review.

Table of Contents

# Section
1 Executive Summary
2 Technology Stack
3 Business & Product Overview
4 System Architecture
5 User Roles & Workflows
6 Offline-First Design (Deep Dive)
7 API Reference
8 Data Model
9 Analytics & Reporting
10 Setup & Run

1. Executive Summary

Metric Description
Product FinBridge โ€” Contact capture, audio notes, deal review, and follow-up management
Deployment Web PWA (installable on mobile & desktop), Vercel-ready
Offline Full capture and queue when offline; sync when online
Roles User (field), Moderator (review/audio/deals), Admin (full CRUD + analytics)
Stack Next.js 15, React 19, Prisma, PostgreSQL, MinIO/S3, BullMQ/Redis, IndexedDB

2. Technology Stack

2.1 Core Technologies

Icon Technology Version Purpose
โš›๏ธ React 19.2 UI library
โ–ฒ Next.js 15.5 App router, SSR, API routes, Turbopack
๐Ÿ“˜ TypeScript 5.x Type safety
๐Ÿ—„๏ธ Prisma 6.19 ORM, migrations, type-safe DB access
๐Ÿ˜ PostgreSQL - Primary database
๐ŸŽจ Tailwind CSS 4 Styling, design tokens
๐Ÿ“ฆ Radix UI Various Accessible components
๐ŸŽญ Framer Motion 12.x Animations, page transitions
๐Ÿ“Š Recharts 2.15 Charts (analytics)
๐Ÿ” JWT (jose) 6.x Auth tokens, session

2.2 AI & Infrastructure

Icon Technology Purpose
๐ŸŽ™๏ธ Whisper (Fast) Speech-to-text transcription engine
๐Ÿง  Gemma 3 (Ollama) LLM for OCR, summarization, and RAG strategy
๐Ÿ“ˆ ONNX / RoBERTa High-speed text sentiment analysis
๐Ÿ“ง Google Workspace Gmail intent detection & Google Meet scheduling
๐Ÿชฃ MinIO / S3 Audio file storage (object store)
๐Ÿ“ฎ BullMQ / Redis Job queues (transcribe, contacts sync, audio)
๐Ÿ—ƒ๏ธ IndexedDB Offline contact & interaction store (Dexie)

3. Business & Product Overview

3.1 What FinBridge Does

  1. Field capture - Users capture leads at stalls/events and optional voice notes, with or without network.
  2. Audio Intelligence - Multi-clip audio storage with automated transcription, sentiment analysis, and timestamped navigation.
  3. Automated Follow-ups - AI detects intent in email replies and auto-schedules Google Meet appointments.
  4. Deal review - Moderators listen to audio, view AI summaries, and mark deals as Profitable / Engaging / Worthy.
  5. Strategic Simulation - RAG-based call simulation to predict objections and suggest tactical sequences.
  6. Sync - Offline-captured contacts and interactions sync to the server when online.

3.2 Key Numbers (What the Platform Tracks)

  • Total users / roles (User, Moderator, Admin)
  • Total contacts and lead source (Manual / Event)
  • Total interactions with audio and deal verdicts
  • Pending follow-ups and overdue tasks
  • Sync status (IndexedDB vs Server)

4. System Architecture

4.1 Hybrid Cloud Diagram

flowchart LR
    subgraph Client
        A[Home / User] --> B[Capture PWA]
        B --> C[IndexedDB]
        C --> D[Sync when online]
    end
    subgraph App_Server
        D --> E[Next.js API]
        E --> F[(PostgreSQL)]
        E --> G[S3/MinIO]
        E --> H[BullMQ]
    end
    subgraph AI_Backend
        H --> I[Python FastAPI]
        I --> J(Whisper)
        I --> K(Gemma 3 / Ollama)
        I --> L(Gmail / Google API)
    end
Loading

5. User Roles & Workflows

Role Access Main Actions
USER Home, Dashboard, Capture Capture contacts, record audio, sync when online
MODERATOR Above + Audio/Deals review audio, mark deal verdicts, schedule Meets, export CSV
ADMIN Above + Admin Dashboard Site-wide analytics, User/Contact CRUD, full data management

6. Offline-First Design (Deep Dive)

FinBridge uses a Dexie (IndexedDB) layer to ensure no data is lost in high-density, low-network environments like expo stalls.

  • Draft Store: Persists current form state during capture.
  • Audio Queue: Stores raw audio blobs locally until a stable connection is detected.
  • Conflict Resolution: Uses a versioned sync approach to map local IDs to server IDs.

7. API Reference

Method Path Description
POST /api/auth/* Login, Signup, Forgot/Reset Password
POST /api/contacts Create or upsert contact (JSON or FormData)
GET /api/interactions/audio List interactions with audio + presigned URLs
PATCH /api/moderator/deals Update deal verdicts and remarks
POST /api/sync/contacts Bulk contact sync from IndexedDB
POST /api/google/schedule Auto-generate Google Meet and send invites

8. Data Model

  • User: id, email, fullName, role
  • Contact: name, phone (unique), currentStage, intentTags, sourceMode
  • Interaction: audioObjectKeys[], transcript, sentiment, dealFields, followupStatus

9. Analytics & Reporting

  • Moderator Dashboard: Real-time interaction counts and deal progress.
  • Admin Dashboard: User growth charts, site-wide metrics, and data integrity checks.
  • Export: Full CSV support for deal reviews and contact lists.

10. Setup & Run

10.1 Environment Configuration

Copy .env.example and set:

  • DATABASE_URL, JWT_SECRET, PYTHON_BACKEND_URL
  • GOOGLE_CLIENT_ID, GOOGLE_CLIENT_SECRET (for Meets)
  • WHISPER_MODEL, OLLAMA_HOST (for AI features)

10.2 Commands

pnpm install
pnpm prisma:migrate:local
pnpm dev
# Start AI Backend
cd python_backend && python main.py

FinBridge โ€” Capture everywhere. Review and follow up with confidence.

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