ProjectsAI / Fintech
Financial Assistant Bot
A personal finance assistant that records expenses and income from chat or receipt inputs, organizes transactions automatically, and helps users understand spending patterns.
My Role
- 01Designed the bot architecture and backend transaction logic.
- 02Built the RAG, OCR, and database integration flow.
- 03Prepared the Docker and Render deployment path for the Telegram bot.
Features
- 01Natural language input (text/voice) for instant transaction logging without complicated manual forms.
- 02Advanced RAG Engine that learns user spending patterns for automatic category classification.
- 03Double-entry Ledger system (Bank Core) to ensure balance accuracy and real-time budget tracking.
- 04OCR integration to scan shopping receipts and automatically convert them into transaction data.
- 05Smart clarification mechanism using interactive buttons when input is ambiguous or incomplete.
- 06Periodic financial reports (daily/weekly/monthly) plus AI-based insights for savings recommendations.
Impact
- Transforms boring manual financial record-keeping into natural and efficient conversations.
- Provides full visibility into users' financial health through instant access in their everyday chat app.
- Helps users make better financial decisions through accurate spending data analysis.
Stack
PythonSupabasePostgreSQLpgvectorSentence TransformersDockerRender