Inspiration

Managing personal finances is often tedious and time-consuming.

People struggle with tracking expenses, categorizing transactions, and gaining insights into their spending habits.

AI-driven automation can simplify financial management and help users make informed decisions.

What it does

Automatically categorizes transactions and maintains monthly records.

Provides charts and graphs for clear financial visualization.

Integrates Pathway to sync transaction data between PostgreSQL and the app.

Uses Gemini AI to scan bills and auto-add transactions.

Helps users track expenses and savings effortlessly.

How we built it

Frontend: Built using React for an intuitive UI.

Backend: Developed with Node.js and Express for API management.

Database: PostgreSQL to store and manage financial data.

Pathway Integration: Enables real-time transaction processing and categorization.

Gemini AI: Scans bills and auto-adds transactions to the database.

Challenges we ran into

Integration issues with Fetch.ai’s AI agent, leading to its removal.

Ensuring real-time synchronization of transactions using Pathway.

Optimizing the AI-based transaction categorization for accuracy.

Designing an intuitive and user-friendly financial dashboard.

Accomplishments that we're proud of

Successfully implemented AI-driven transaction categorization.

Seamless integration of Pathway for real-time financial data management.

Built an intuitive and interactive UI with clear financial insights.

Overcame technical challenges to create a fully functional finance tracker.

What we learned

Deepened our understanding of AI-driven financial automation.

Gained experience in integrating Pathway for real-time data processing.

Learned how to troubleshoot and optimize AI-based categorization.

Understood the importance of user experience in financial applications.

What's next for WealthX

Re-exploring Fetch.ai integration for an AI-powered financial assistant.

Adding predictive analytics to provide smarter financial recommendations.

Implementing budget-setting and savings goal features.

Expanding support for multiple bank integrations for seamless transaction tracking.

Built With

• ai
• clerk
• express.js
• gemini
• node.js
• pathway
• postgresql
• prisma
• python