Welth – AI Finance Platform

Welth is a full-stack, AI-powered financial management platform that helps users track, analyze, and optimize their spending with real-time insights. Built with Next.js, Prisma, Clerk, Inngest, ArcJet, Tailwind CSS, and more, Welth offers a modern, secure, and intelligent way to manage personal finances.

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🚀 Features

• AI-Powered Analytics: Get detailed insights into your spending patterns with AI-powered analytics.
• Smart Receipt Scanner: Extract data automatically from receipts using advanced AI (Google Gemini).
• Budget Planning: Create and manage budgets with intelligent recommendations.
• Automated Insights: Receive automated financial insights and recommendations.
• Recurring Transactions: Track and manage recurring expenses and incomes.
• Email Reports & Alerts: Get monthly financial reports and budget alerts via email.
• Secure Authentication: User authentication and session management via Clerk.
• Modern UI: Built with Tailwind CSS and Shadcn UI for a beautiful, responsive experience.

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🏗️ Tech Stack

• Frontend: Next.js (App Router), React, Tailwind CSS, Shadcn UI
• Backend: Next.js API routes, Prisma ORM, PostgreSQL
• Authentication: Clerk
• AI/ML: Google Gemini (Generative AI)
• Email: Resend, React Email
• Background Jobs: Inngest
• Security: ArcJet
• Other: Recharts, Lucide Icons

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📂 Project Structure

ai-finance-platform/
  ├── actions/           # Server actions for accounts, budgets, transactions, etc.
  ├── app/               # Next.js app directory (pages, layouts, API routes)
  ├── components/        # Reusable UI components
  ├── data/              # Static data (categories, landing page)
  ├── emails/            # Email templates
  ├── hooks/             # Custom React hooks
  ├── lib/               # Utility libraries, Prisma, Inngest, etc.
  ├── prisma/            # Prisma schema and migrations
  ├── public/            # Static assets (images, icons)
  ├── README.md
  └── package.json

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⚡ Getting Started

1. Clone the repository

git clone https://github.com/Akii017/Welth-AI-Finance-Tracker.git
cd ai-finance-platform

2. Install dependencies

npm install

3. Set up environment variables

Create a .env file in the root directory with the following variables:

DATABASE_URL=
DIRECT_URL=

NEXT_PUBLIC_CLERK_PUBLISHABLE_KEY=
CLERK_SECRET_KEY=
NEXT_PUBLIC_CLERK_SIGN_IN_URL=/sign-in
NEXT_PUBLIC_CLERK_SIGN_UP_URL=/sign-up
NEXT_PUBLIC_CLERK_AFTER_SIGN_IN_URL=/onboarding
NEXT_PUBLIC_CLERK_AFTER_SIGN_UP_URL=/onboarding

GEMINI_API_KEY=

RESEND_API_KEY=

ARCJET_KEY=

4. Set up the database

Run Prisma migrations to set up your database schema:

npx prisma migrate deploy

5. Start the development server

npm run dev

Visit http://localhost:3000 to view the app.

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🧩 Key Modules

• Dashboard: Overview of accounts, budgets, and recent transactions.
• Accounts: Add, view, and manage multiple financial accounts.
• Transactions: Add, edit, and categorize transactions. Scan receipts using AI.
• Budgets: Set and track monthly budgets. Get alerts when nearing limits.
• Reports: Receive monthly email reports with AI-generated insights.
• Authentication: Secure sign-up/sign-in with Clerk.

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🛡️ Security

• Uses ArcJet for bot detection and request shielding.
• Clerk for secure authentication and session management.

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📧 Email & AI

• Emails: Transactional and report emails are sent using Resend and React Email.
• AI: Google Gemini is used for receipt scanning and generating financial insights.

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📊 Stats (Demo Data)

• 50K+ Active Users
• $2B+ Transactions Tracked
• 99.9% Uptime
• 4.9/5 User Rating

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📸 Screenshots

Here are some screenshots of the platform in action:

Dashboard	Dashboard (Alt)

Account	Account (Alt)

Add Transaction	Add Transaction (Alt)

Landing Page

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🎥 Video Walkthrough

Check out the full video walkthrough of the platform:

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🙏 Credits

• Built by Akhil Vijayan
• Inspired by modern finance management needs

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📜 License

This project is for educational/demo purposes. Please check with the author for production/commercial use.

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