Financify

What Inspired Us

Our team consists of both computer science and business majors which inspired our project to be culmination of our respective passions. AI is an advancing technology that many companies are beginning to utilize and our team sees the potential that it can be. That is why the InfoSys company really caught our eye because their challenge allows for us to push our creative boundaries towards what we are invested in.

What it does

Our website utilizes artificial intelligence to provide tailored financial advice, aiming to assist individuals in clearing any financial doubts or questions. By analyzing user data, market trends, and individual circumstances, the AI delivers insights and recommendations designed to meet each user's unique financial needs. Our project aims to give a user-friendly experience that empowers people to make informed decisions about choosing the right bank, investments, budgeting, and other issues.

How we built it

We used firestore as our database to store both user data to personalize the ai's responses and to store any verified training data used as a prioritized source for financial information. Then we used open ai's gpt4o-mini to handle user messages and respond using related financial information from the database and from its own generated data. The ai also recieves a log of previous user conversations to keep context between posts, as well as the user's submitted information from the survey to better help cater its financial advice towards from user to user.

Challenges we ran into

Everything was a learning experience, a majority of the team walked into the hackathon with no experience meaning we had to learn how to use certain tools from scratch. Learning a new language or how to use the many libraries and cloud providing services is bound to lead to simple mistakes and without the experience to fix it.

Accomplishments that we're proud of

We successfully developed a login page that authenticates users and stores their profiles using Firebase. Additionally, we created and designed a functional survey and homepage that work seamlessly together. Using that survey, it allowed for us to save user information and improve our AI's response.

What we learned

We learned React, Firebase, Node.js, and AI integration for web development. Initially unfamiliar with JavaScript, React posed a challenge but we learned how to utilize it regardless. We also implemented various web design elements using JavaScript, HTML, and CSS. As a team, we learned how to communicate effectively and we divided the tasks in a way that enabled us to meet deadlines even under pressure.

What's next for Financify

In the future, we plan to enhance user experience by implementing a comprehensive user profile, allowing users to update their email, username, and password, as well as upload profile pictures and store preferences in our website. We also want to create an interactive, personalized dashboard that offers financial insights, data visualizations, and AI-powered suggestions which will help users track their spending, saving, and investment goals. Additionally, we'll optimize the app for mobile devices to ensure seamless performance and accessibility on all screen sizes.