SavvyFi

FinanceSeer upload screen
FinanceSeer chat box
FinanceSeer after uploading financial data
Exported financial report from API
SavvyFi Dashboard

Inspiration

The idea for SavvyFi came from the frustration many individuals face when trying to manage their personal finances. Most traditional budgeting apps are either too simplistic or not user-friendly enough. We wanted to create a platform that not only tracks income, expenses, and savings goals but also provides intelligent recommendations and forecasts based on users' financial behaviors. The goal was to build a solution that feels like a personal financial advisor, one that evolves with the user’s financial journey.

What it does

SavvyFi is an all-in-one financial management application that utilizes the Google Gemini API to process and update users' financial data in real time, including revenue, income, expenses, goals, budgets, and activity. Additionally, users can interact with the "FinanceSeer" AI, posing questions and receiving personalized solutions based on their financial data. Through these interactions, users can also update their financial information live. After each session, as well as at any time users can download a comprehensive report or transcript and email it directly from the app.

How we built it

We developed SavvyFi using a modern tech stack that integrates both frontend and backend technologies to provide seamless user interaction and efficient data management:

Frontend: Built with React.js to create dynamic user interfaces, complemented by HTML and CSS for fast styling and responsive design.
Backend: Powered by Node.js and Express to handle the server-side API, which connects to the SQLite database for managing user data, transactions, goals, and AI-generated insights.
Database: SQLite was chosen for its lightweight, easy-to-manage relational structure.
AI: The Gemini 2.5 Flash API is integrated to provide real-time financial guidance, assist with transaction categorization, and offer budget recommendations. ## Challenges we ran into We struggled to download dependencies to run Tailwind properly. The API had trouble reading and parsing PDFs, however we eventually were able to overcome this problem. ## Accomplishments that we're proud of We managed to make a functional API and frontend. We got the database integrated to the API to update live. ## What we learned We learned how to set up databases on SQLite and how to create and integrate Gemini API. ## What's next for SavvyFi We plan to expand our database for a larger user base, and we would like to add stock/crypto tracking.