FinSage

What is FinSage?

This build is for FinSage, an autonomous AI financial coach designed specifically for individuals in the gig economy. It's a modern web application built using React and Vite, and it leverages the Google Gemini AI model to provide intelligent financial assistance.

The application is structured into three main sections: a Dashboard for at-a-glance financial insights, an AI Coach for conversational advice, and a Documents section for processing receipts and statements.

Why Was It Built? (The Purpose)

The primary goal of FinSage is to help users, particularly gig workers, manage financial volatility. It aims to achieve this by:

• Providing Real-time Awareness: Giving users an immediate understanding of their financial health through a dashboard and health score.

• Offering Predictive Intelligence: Using AI to generate financial forecasts based on the user's transaction history.

• Delivering Proactive Advice: Employing a conversational AI (FinSage) to analyze spending patterns and offer actionable advice to improve financial habits.

How Can It Be Useful for Others? (Key Features)

FinSage offers several practical features powered by AI:

1. AI-Powered Transaction Entry:

   • Scan Receipts: Users can upload an image of a receipt, and the AI will automatically analyze it to extract the total amount and a description of the purchase.

   • Process Documents: Users can upload images (PNG, JPG) or PDF files of bank statements or multiple receipts. The AI analyzes the document and extracts all expense transactions it can find, which the user can then review and confirm before adding them to their ledger.

2. Intelligent Financial Dashboard:

   • Financial Health Score: The app calculates a score from 0-100 based on the user's income and expenses over the last 30 days, providing immediate feedback on their savings rate.

   • Weekly Summary: It displays a bar chart of income versus expenses for the last four weeks, helping users visualize their cash flow.

   • AI Forecast: A card on the dashboard shows a brief, AI-generated forecast for the upcoming week based on recent spending patterns.

3. Conversational AI Coach:

   • Proactive Advice: The coach provides an initial, scannable piece of advice based on the user's latest transactions and financial health score.

   • Chat with Your Finances: Users can ask FinSage questions in a chat interface (e.g., "Where am I spending the most?" or "How can I save more?"). The AI uses the user's transaction data as context to provide personalized, relevant answers in a streaming, conversational format.