Inspiration

We were largely inspired by our own parents. It's common for older generations to not be as flexible with technology the way we are; not knowing where to explore for possible monetary invertions or get analyses of their banking data without having to expose themselves.

What it does

This is a chatbot that works intuitively to the user's needs. It obtains the user's personal banking data information from the last five years (measured through months), like the total average of the salary, total average of limit and the total sum of the expenses. Then, the user writes what it wants to do with his banking information, he can do the following three features: i) Get recalls and summaries of their banking information over a month or a largest select period of time, ii) Obtain analytics comparing their banking information across time periods (some of these analytics include the range, the difference, percentile change, and others). iii) Get personalized recommendations of where to invest online considering their specific banking history, with access to the internet and establishing what amount of money is safe for the user to invest and how much.

How we built it

Built the backend with Python and used Google Gemini to understand what the user wants and to generate responses. Used Supabase to securely store and look up the user's banking history. Set up a 3-step pipeline: understand intent, search the database, and show the user clear results and graphics.

Challenges we ran into

Teaching the AI to avoid hard financial words (like Cetes or SOFIPOs) and explain options in plain everyday language. Making sure the math stays accurate when calculating emergency funds and safe investment amounts.

Accomplishments that we're proud of

Creating a chat experience that turns numbers into simple advice and easy-to-read visuals. Making an easy tool that helps people manage their money without feeling overwhelmed. What we learned How to connect an AI model to a database to run specific financial tools. How important clear UX is when explaining money to non-technical users.

What's next for AZUI

Connecting live bank accounts to show real-time transactions. Adding a voice mode so older users can just speak instead of typing. Adding personalized goal tracking for things like retirement or saving for a house.

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