AI-Powered Wealth Manager

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AI-Powered Personal Finance Management System (Wealth) Slide 1: Title Slide AI-Powered Personal Finance Management Platform Minor Project Presentation Built with: Next.js • ShadCN UI • React Hook Form • Zod • Cron Jobs • AI Receipt Scanner • Secure Auth Slide 2: Project Overview A full-stack AI-powered finance platform that helps users track, manage, and analyse their income & expenses with smart automation and AI capabilities. Features: • Multi-account financial tracking • AI-powered receipt scanning • Budget monitoring with email alerts • Monthly AI-generated financial insights • Advanced visualization & analytics • Secure authentication and rate-limiting Slide 3: Key Features ✔ Multi-Account Expense & Income Tracking ✔ AI Receipt Scanner ✔ Budget Management ✔ Financial Analytics ✔ Recurring Transactions ✔ AI Monthly Financial Report ✔ User Account Management ✔ Security Features Slide 4: Technology Stack Frontend: Next.js 14, ShadCN UI, React Hook Form, Zod, Tailwind CSS Backend: Next.js API Routes, Cron Jobs, AI Model APIs Database: PostgreSQL / Prisma Authentication: Google OAuth, NextAuth.js Others: Email service (Resend / Nodemailer), AI processing (OCR + LLM insights) Slide 5: Core Concepts Used Full-Stack Next.js, OCR, LLM-based insights, Cron Jobs, Database modeling, Auth, State management, Charting, API Security, Email automation Slide 6: Benefits for Students 📘 Track pocket money, hostel fees, expenses 📘 Understand spending habits 📘 AI insights for better money management 📘 Ideal for students managing part-time income 📘 Encourages financial discipline Slide 7: Benefits for Working Professionals 💼 Track multiple accounts 💼 Budget alerts prevent overspending 💼 Recurring reminders for rent/EMI/subscriptions 💼 Helps with savings & investments 💼 Monthly reports for planning Slide 8: Problems This System Solves ❌ Hard to track expenses, manual entries, overspending ✔ AI auto-fills transactions, budget alerts, unified dashboard, recurring automation, visual insights Slide 9: Advantages of the App • Fully automated • 80% less manual effort • Secure & accurate • Modern UI • Responsive design • Scalable to production Slide 10: Conclusion A modern, practical AI-powered finance platform demonstrating skills in full-stack dev, AI, UX, and security. Great for resume & portfolio.

This presentation showcases a full-stack Next.js platform for personal finance tracking, featuring AI receipt scanning, budget alerts, multi-account management, and monthly insights. Built with secure

November 26, 202510 slides
Slide 1 of 10

Slide 1 - AI-Powered Personal Finance Management Platform

The slide introduces an AI-Powered Personal Finance Management Platform as the main title. It includes a subtitle noting this as a minor project presentation, built using technologies like Next.js, ShadCN UI, React Hook Form, Zod, Cron Jobs, an AI Receipt Scanner, and Secure Auth.

AI-Powered Personal Finance Management Platform

Minor Project Presentation Built with: Next.js • ShadCN UI • React Hook Form • Zod • Cron Jobs • AI Receipt Scanner • Secure Auth

Source: AI-Powered Personal Finance Management System (Wealth)

Slide 1 - AI-Powered Personal Finance Management Platform
Slide 2 of 10

Slide 2 - Project Overview

This slide provides an overview of a full-stack platform designed for tracking and managing income and expenses, featuring AI-powered receipt scanning for automated data entry and multi-account support with budget monitoring and email alerts. It also highlights monthly AI-generated insights for financial analysis, along with advanced visualizations and secure authentication features.

Project Overview

  • Full-stack platform for tracking and managing income and expenses
  • AI-powered receipt scanning for automated data entry
  • Multi-account support with budget monitoring and email alerts
  • Monthly AI-generated insights for financial analysis
  • Advanced visualizations and secure authentication features

Source: AI-Powered Personal Finance Management System (Wealth)

Slide 2 - Project Overview
Slide 3 of 10

Slide 3 - Key Features

The slide outlines key features of a financial management tool, including multi-account tracking for expenses and income, AI-powered receipt scanning, and budget management with alerts. It also highlights advanced analytics and visualizations, recurring transaction handling with monthly AI reports, plus secure user account management.

Key Features

  • Multi-Account Expense and Income Tracking
  • AI-Powered Receipt Scanning and Automation
  • Budget Management with Alerts and Monitoring
  • Advanced Financial Analytics and Visualizations
  • Recurring Transactions and Monthly AI Reports
  • Secure User Account Management

Source: AI-Powered Personal Finance Management System (Wealth)

Speaker Notes
Highlight the core functionalities that make this platform stand out in personal finance management.
Slide 3 - Key Features
Slide 4 of 10

Slide 4 - Technology Stack

The slide outlines the frontend technology stack, featuring Next.js 14 for server-side rendering and routing, ShadCN UI for customizable components, React Hook Form for form handling, Zod for schema validation, and Tailwind CSS for responsive styling. On the backend and infrastructure side, it includes Next.js API Routes for serverless endpoints, Cron Jobs for scheduled tasks, AI Model APIs for processing, PostgreSQL with Prisma ORM for data management, Google OAuth and NextAuth.js for authentication, Resend/Nodemailer for emails, and OCR + LLM for AI insights.

Technology Stack

FrontendBackend & Infrastructure
Next.js 14 for server-side rendering and routing. ShadCN UI for customizable components. React Hook Form for efficient form handling. Zod for schema validation. Tailwind CSS for responsive styling.Next.js API Routes for serverless endpoints. Cron Jobs for scheduled tasks. AI Model APIs for intelligent processing. PostgreSQL with Prisma ORM for robust data management. Google OAuth and NextAuth.js for secure authentication. Resend/Nodemailer for email services. OCR + LLM for AI insights.
Slide 4 - Technology Stack
Slide 5 of 10

Slide 5 - Core Concepts Used

The slide outlines key technologies for a full-stack application, including Next.js for integrated frontend-backend development, Prisma for efficient database modeling, and secure authentication with API protections. It also highlights AI-driven features like OCR and LLM for receipt analysis, alongside cron jobs for email automation, state management, and dynamic charting visualizations.

Core Concepts Used

  • Full-Stack Next.js for seamless frontend-backend integration
  • OCR and LLM-based insights for AI receipt analysis
  • Cron Jobs and email automation for scheduled alerts
  • Database modeling with Prisma for efficient data handling
  • Secure authentication and API security for user protection
  • State management and charting for dynamic visualizations

Source: AI-Powered Personal Finance Management System (Wealth)

Speaker Notes
Emphasize key technical skills and integrations that power the platform's functionality.
Slide 5 - Core Concepts Used
Slide 6 of 10

Slide 6 - Benefits for Students

This slide outlines key benefits of the tool for students, including effortless tracking of pocket money, hostel fees, and daily expenses, along with intuitive analytics to understand spending habits and AI-driven insights for smarter money management. It also highlights its suitability for handling part-time income and budgets while promoting financial discipline through automated reminders.

Benefits for Students

  • Track pocket money, hostel fees, and daily expenses effortlessly
  • Understand spending habits through intuitive analytics
  • Gain AI insights for smarter money management
  • Ideal for managing part-time income and budgets
  • Encourage financial discipline with automated reminders

Source: AI-Powered Personal Finance Management System (Wealth)

Speaker Notes
Highlight how the platform empowers students with easy tracking and AI-driven advice for financial literacy.
Slide 6 - Benefits for Students
Slide 7 of 10

Slide 7 - Benefits for Working Professionals

Working professionals can effortlessly track multiple financial accounts, receive budget alerts to avoid overspending, and get automated reminders for rent, EMI, and subscriptions. The tool also supports effective savings and investment strategies while generating monthly reports for better strategic planning.

Benefits for Working Professionals

  • 💼 Effortlessly track multiple financial accounts
  • 💼 Receive budget alerts to prevent overspending
  • 💼 Automated reminders for rent, EMI, and subscriptions
  • 💼 Facilitate effective savings and investment strategies
  • 💼 Generate monthly reports for strategic planning

Source: AI-Powered Personal Finance Management System (Wealth)

Speaker Notes
Emphasize how the platform streamlines financial management for busy professionals, promoting efficiency and informed decisions.
Slide 7 - Benefits for Working Professionals
Slide 8 of 10

Slide 8 - Problems This System Solves

The slide highlights traditional challenges in expense management, such as the time-consuming and error-prone nature of manual tracking, which often results in overlooked entries, poor spending pattern monitoring, and frequent overspending without real-time insights. It contrasts these with AI-powered solutions that automate transaction entry from receipts, send budget alerts, provide a unified dashboard, handle recurring payments, and deliver visual insights to support better financial decisions.

Problems This System Solves

Traditional ChallengesAI-Powered Solutions
❌ Manual expense tracking is time-consuming and error-prone, leading to overlooked entries, difficulty in monitoring spending patterns, and frequent overspending due to lack of real-time insights.✔ AI automatically fills transactions from receipts, sends budget alerts to prevent overspending, offers a unified dashboard for overview, automates recurring payments, and provides visual insights for better financial decisions.

Source: AI-Powered Personal Finance Management System (Wealth)

Slide 8 - Problems This System Solves
Slide 9 of 10

Slide 9 - Advantages of the App

The app's advantages include fully automated processes that streamline financial tracking and analysis while reducing manual effort by 80% for efficient management, along with secure and accurate transaction handling. It also features a modern, intuitive user interface with responsive design for multi-device access and a scalable architecture ready for production deployment.

Advantages of the App

  • Fully automated processes streamline financial tracking and analysis
  • Reduces manual effort by 80% for efficient management
  • Provides secure and accurate transaction handling
  • Features modern, intuitive user interface design
  • Offers responsive design for multi-device accessibility
  • Scalable architecture ready for production deployment

Source: AI-Powered Personal Finance Management System (Wealth)

Slide 9 - Advantages of the App
Slide 10 of 10

Slide 10 - Conclusion

This conclusion slide highlights a modern, practical AI-powered finance platform that showcases skills in full-stack development, AI integration, user experience design, and security, making it an excellent addition to a resume or portfolio. It ends with a polite "Thank you for your attention."

Conclusion

A modern, practical AI-powered finance platform demonstrating skills in full-stack dev, AI, UX, and security. Great for resume & portfolio.

Thank you for your attention.

Source: AI-Powered Personal Finance Management System (Wealth)

Speaker Notes
Closing message: Thank you for your attention. Call-to-action: Reach out for a demo or collaboration opportunities.
Slide 10 - Conclusion

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