FinancePro

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Inspiration 💡

In today's complicated economic landscape, financial clarity is more crucial than ever. It can feel overwhelming to manage savings goals, paying off debt, and trying to fit learning about finance into a busy schedule. We wanted to solve all these issue in one place, helping people achieve financial freedom and pursue their goals. We believe awareness and small dedicated effort goes a long way! This inspired us to build FinancePro, a platform that helps you plan, save, and achieve your financial goals with personalized tools and expert guidance to help you along the way.

What it does 🚀

FinancePro is a comprehensive financial dashboard that guides users to achieve their financial freedom

Personalized Profile: Upon account registration, users are prompted to take a survey about their financial background and goals. This helps us personalize the experience by analyzing data trends along with user background and providing curated help
Goal-Based Savings Planner: Users can set multiple savings goals, decide their category and priority, and choose a target date to save by. Our platform then shows the user the exact amount to set aside each month to achieve their goal.
Smart Debt Payoff: User expenses are categorized based on debts (can be manually entered by user as well.) The "Smart" part of this feature is its ability to analyze spending data and categorize them. The Subscription category is split into two: Need to have and Nice to have. Nice to have subscriptions are organized in one place and the user has the choice to cancel them in order to put that money towards their debt. We also have an AI-Powered Strategy Generator, that showcases a saving strategy to help accelerate the process of saving.
Analytics Dashboard: Offers a broader view of the user's financial state. It showcases their net worth, debt, monthly income, expenses, and their plan. It also assigns them into a few categories of their account status.
Financial Literacy Hub: Offers lessons for the user to interact with. It redirects the user to a platform that is completely AI-Powered. It contains a video on the topic, and the user may ask any question in the chat. A quiz is also created for the user to take, which is completely based on the video.

How we built it ⚙️

We built FinancePro using a modern and powerful tech stack to create a seamless and responsive experience for our users.

Frontend: The entire user interface was built with Next.js, React, and TypeScript. We used Tailwind CSS to style our components and ensure the app was fully responsive. To expedite our process, we used Warp to help with front-end development and organize our code.
Backend: We chose Supabase as our backend, allowing us to utilize a PostgreSQL database with secure user authentication and real-time data updating. Data is pulled directly from the database to process in any analytics generation within the Savings Planner and Analytics Dashboard.
Integrations: We use the OpenAI API to power all the AI-Powered aspect of our project. It generated savings strategies for smart debt management, and our interactive Financial Literacy Hub is powered fully by an AI Chat, which can answer any question related to financial help.

Challenges we ran into 🚧

One of our biggest hurdle was the difficulty in connecting our front-end to our back-end. We weren't experienced in front-end development and the complexity challenges us heavily. We made a decision to move one of our main functionality (Financial Literacy Hub) to a separately hosted website in order to achieve our desired functionality. Our inexperience in front-end also stunted our ability to put our ideas into reality. Warp was a great tool in helping us generate clean templates that we could easily modify and fit our goal for the web application.

Accomplishments that we're proud of 🏆

We're proud to say that we were able to achieve a user-friendly, polished platform that does what we set out to do. It took many hurdles and idea scrapping to finally achieve it. We're also extremely happy to be able to pivot and prototype our ideas quickly in order to realize what worked and what didn't. Our developmental process was hectic, especially integrating a completely separate webpage (Financial Literacy Hub) into our own to be able to achieve a great user experience.

What we learned 📚

We learned in previous hacking events that planning is the most important part of this project. Creating a well-defined idea and making sure each team member has a good idea of the end goal is crucial to building something that's polished. Our experience at HackGT 12 only reinforced that belief, as our planning ended up getting us through many hurdles in our developmental journey. However at this event, we learned that it's also important to prioritize conciseness and figuring out the most important parts of the project beforehand when building for an MVP. It helps us stay within time constraints and deliver a finished product.

What's next for FinancePro 🔮

Originally, we had planned to include an AI-Powered Investments Portfolio Manager for the project, which would create a portfolio based on user preferences, and recommends investments based on live-market data. Due to time constraints, we were unable to implement this feature. So, the next steps for this project would be to implement an investments extension onto this web application and connect our database further throughout the front-end framework.