WealthWise – AI-Powered Finance Platform
Turn Spending Into Strategy with an AI-integrated full-stack finance platform built using the latest web technologies.
WealthWise is a cutting-edge AI-powered finance management platform that empowers users to track spending, manage accounts, and gain insights into their financial health. With features like intelligent budget alerts, automated monthly reports, receipt scanning via AI, and multi-account management – it's your personal finance assistant, reimagined.
🌐 Live Demo : https://wealthwise-iota.vercel.app
- 📊 Dashboard: Overview of income, expenses, net savings.
- 🧾 AI-Powered Receipt Scanner: Auto-fill transactions using image uploads.
- 💼 Multi-Account Management: Create and manage multiple savings accounts.
- 🔁 Recurring Transactions: Auto-detect and manage recurring payments.
- 🔔 Budget Alerts: Email reminders when budget usage crosses thresholds.
- 📅 Monthly Reports: Generate and receive personalized financial summaries.
- ✨ Dark Mode: Fully responsive and theme-aware design.
- 🔐 Secure Auth: Clerk authentication & Arcjet bot protection.
| Layer | Tech |
|---|---|
| Frontend | Next.js 15, React 19, Tailwind CSS, Shadcn UI |
| Backend/API | Node.js, Next.js Server Actions, Inngest (cron jobs) |
| Auth & Infra | Clerk, Arcjet, Resend (Emails) |
| Database | PostgreSQL, Prisma ORM, Supabase |
| AI & Utils | Gemini API (Google AI) for insights, Zod, React Hook Form |
git clone https://github.com/tanmaydhelia/wealthwise.git
cd wealthwisenpm install
# or
yarn installCreate a .env.local file and add necessary credentials:
# Required to enable Clerk authentication
NEXT_PUBLIC_CLERK_PUBLISHABLE_KEY=
CLERK_SECRET_KEY=
# Custom auth routes
NEXT_PUBLIC_CLERK_SIGN_IN_URL=/sign-in
NEXT_PUBLIC_CLERK_SIGN_UP_URL=/sign-up
# Database connection
DATABASE_URL= # Supabase pooling URL
DIRECT_URL= # For local Prisma migrations
# 3rd Party Services
ARCJET_KEY= # For bot protection and rate limiting
RESEND_API_KEY= # For email alerts & reports
GEMINI_API_KEY= # Google AI for receipt scanner
npm run devVisit http://localhost:3000 to see it in action.
- Auth Middleware:
middleware.tshandles secure routes with Clerk. - Emailing: Budget alert & monthly reports via Resend.
- AI Integration: Receipt image parsing using Gemini Vision API.
- Inngest Cron: Scheduled background jobs for budget reminders.
- Advanced UI: Theme toggle, responsive dashboard, modals, tooltips.
/app → Route handlers & pages
/components → Reusable UI elements (Cards, Forms, Tables)
/lib → Utility functions (auth, rate-limiting)
/data → Static datasets (categories, stats)
/hooks → Custom React Hooks
/prisma → Schema & DB client setup
/public → Assets and static files
- Integrated AI in Finance, combining LLM APIs with form automation.
- Built a production-grade UI/UX with Shadcn & Tailwind best practices.
- Used serverless workflows and CRON jobs (Inngest) for alerting systems.
- Strengthened backend with Prisma transactions and API rate-limiting.
- 🔮 Personalized spending predictions using ML.
- 📱 Mobile-first PWA support.
- 🏦 Integration with banking APIs for real-time syncing.
Contributions, issues, and feature requests are welcome!
- Fork the repository
- Create your feature branch:
git checkout -b feature/your-feature-name - Commit your changes:
git commit -m 'feat: add new feature' - Push to the branch:
git push origin feature/your-feature-name - Open a pull request
This project is licensed under the MIT License.
🚀 Deployed on Vercel
Tanmay Dhelia 📧 [email protected] 🔗 LinkedIn | GitHub