24hrs hackthon
React racers
FINANCIAL INSIGHT PLATFORM USING AI
2025-26
CODECRAFT’25
FINANCIAL INSIGHT PLATFORM USING AI
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INDEX
• Introduction
• Problem Statement
• Proposed Solution
• System Workflow
• Features
• Ai Implementation
• Output
• Results & Impact
• Future Enhancements & Conclusion
FINANCIAL INSIGHT PLATFORM USING AI
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Introduction
• Title: “AI-Powered Financial Advisor Chatbot”
insights.
Smart personal finance management using AI & data-driven
▪ Team Members :
1. Jai Akshay
2. Barani
3. Hemanth
4. Harish
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Problem Statement
❖Managing personal finances manually leads to confusion and time loss.
❖No personalised AI assistant to analyse spending or guide investments.
❖Lack of data fusion between bank statements, receipts, and savings.
❖Users can’t predict future expenses or simulate financial “what-if ”
scenarios.
❖No privacy-aware systems for secure financial advice.
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Proposed Solution
❖Ai chatbot that connects directly with user’s finance database.
❖Personalized savings and investment suggestions has past database
❖Secure token-based data handling.
❖“What-if ” simulator for EMI/salary planning and it can also suggest for
investments in stocks, fd and gold etc.
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System Workflow
Sign up -> Sign in -> Dashboard -> Upload Receipt
-> Receipt -> Budget -> Database -> Ai chatbot ->
Analysis.
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Features
Module
Function
Chatbot
Conversational finance assistant using AI
OCR Analyzer
Reads receipts → extracts Budgets
Dashboard
Shows income, expenses, savings summary
Predictor
Forecasts next month’s spending
Security Layer
Token-based user authentication
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Ai Implementation
❖Predictive analysis using regression on past expenses.
❖Rule-based and generative hybrid for investment guidance in stocks and
loans.
❖Suggest the best Sustainable Development goals to follow up.
❖Visual Idea: DB → Graphs → Chat reply
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Output
• Chatbot conversation.
• Dashboard showing savings
and expenses.
• AI-generated investment
recommendation.
• Receipt upload and
auto-expense detection.
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Results & Impact
• Before → After Table:
Before (Manual)
After (AI Chatbot)
No clear insights
Personalised guidance
Manual tracking
Auto data capture
Static reports
Predictive analysis
Generic advice
Context-aware recommendations
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Results & Impact
❖ Environmental impactful tracking : SDP 1: End Poverty, SDP 8: Decent
Work and Economic Growth, SDP 12 : Eco-friendly spending habits.
❖Voice assistant (Tamil/English).
❖Family or group finance tracking.
❖Integration with open banking APIs.
❖Gamified savings goals.
❖Automated subscription Management.
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THANK YOU
Reference :
https://github.com/epiFi/fi-mcp-dev.
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