01 / finance.gscarvalho.com
FinTrack AI
Organize your finances with AI: expenses classified automatically and goals with pace tracking.
Managing personal finances demands spreadsheets, manual categorization of every expense, and constant discipline — most people give up before getting a real picture of their own money.
An AI-first financial organizer: you import bank statements (CSV/OFX/XLSX) and credit card bills in PDF, and the AI reads, reconciles, and classifies every expense automatically. The system shows the full picture — monthly and yearly balance, net-worth evolution — automates recurring entries, and guides you to your goals with budgets and month-by-month pace tracking.
- Automatic classification with Anthropic Claude (BYOK — user-owned, encrypted keys) and PDF bill extraction
- RAG with local embeddings on pgvector and per-merchant categorization memory that saves tokens
- Hexagonal architecture (DDD) with NestJS on Fastify and Drizzle ORM, ready for multiple AI providers
- Installable multi-user PWA with roles, statement-month handling for card bills, and timezone-correct reports
- NestJS
- Fastify
- Drizzle ORM
- PostgreSQL
- pgvector
- Next.js
- TanStack Query
- Anthropic Claude