WealthWise is an AI-powered personal finance management platform built to automate budgeting, expense tracking, and spending insights.
It leverages Gemini AI for receipt scanning and financial analysis, integrates Resend for budget alerts and monthly reports, and ensures security and scalability using Arcjet and Clerk authentication.

Features

• AI Receipt Scanner: Upload and scan receipts using Gemini AI to extract merchant, date, and amount automatically.
• Automated Budget Alerts: Background jobs monitor budgets and send notifications via Resend Email API when limits are reached.
• Monthly Reports: Generates and delivers summarized financial insights and spending breakdowns every month.
• Secure & Scalable: Uses Arcjet for intelligent rate limiting and Clerk for user authentication.
• Modern UI: Built with Shadcn UI and Tailwind CSS for a clean, accessible, and responsive design.

Tech Stack

• Frontend: Next.js + Shadcn UI + Tailwind CSS
• Backend: Node.js (Next API Routes) with Prisma ORM
• Database: Supabase (PostgreSQL)
• Authentication: Clerk
• AI Integration: Gemini AI for receipt OCR and financial insights
• Emails: Resend for transactional emails and monthly reports
• Security: Arcjet for rate limiting and bot protection

Implementation

Background Jobs

• Budget Monitoring: Background workers periodically check user budgets and trigger alerts when thresholds are exceeded.
• Monthly Reports: Cron-based jobs compile user spending data and send detailed reports via email using Resend.

AI-Powered Insights

• Gemini AI processes receipt images and converts them into structured transaction data.
• Provides personalized insights like spending trends, overspending categories, and savings recommendations.

Database & ORM

• Designed with Prisma ORM and Supabase PostgreSQL, ensuring relational consistency and optimized queries.
• Data models include Users, Receipts, Transactions, Budgets, Alerts, and AI Insights.

How It Works

1. Login securely with Clerk authentication.
2. Upload a Receipt — Gemini AI scans and extracts transaction details automatically.
3. Track Budget — Background jobs monitor category limits and send budget alerts when necessary.
4. Receive Monthly Reports — Summarized insights delivered to your inbox through Resend.

Challenges Faced

• Integrating Gemini AI for accurate OCR parsing and categorization across diverse receipt formats.
• Optimizing background jobs and rate limits to ensure consistent performance on serverless infrastructure.

Future Enhancements

• Introduce real-time expense synchronization from bank APIs.
• Add AI-driven investment recommendations based on spending patterns.
• Implement data visualization dashboards for interactive financial analytics.