https://github.com/bernietv/financial-saas-platform
Next-gen AI finance app rocking the MERN stack & TypeScript — slick analytics, set-and-forget automation, and a UX that just hits different 💸⚡📈🔥
https://github.com/bernietv/financial-saas-platform
cloudinary expressjs gemini-ai mongodb nodejs reactjs redux-toolkit resend shadcn-ui tailwindcss tanstack-table typescript
Last synced: 3 months ago
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Next-gen AI finance app rocking the MERN stack & TypeScript — slick analytics, set-and-forget automation, and a UX that just hits different 💸⚡📈🔥
- Host: GitHub
- URL: https://github.com/bernietv/financial-saas-platform
- Owner: BernieTv
- License: other
- Created: 2025-08-15T09:45:25.000Z (11 months ago)
- Default Branch: main
- Last Pushed: 2025-08-15T11:06:00.000Z (11 months ago)
- Last Synced: 2025-08-15T12:07:40.226Z (11 months ago)
- Topics: cloudinary, expressjs, gemini-ai, mongodb, nodejs, reactjs, redux-toolkit, resend, shadcn-ui, tailwindcss, tanstack-table, typescript
- Language: TypeScript
- Homepage: https://finance-saas-platform-gray.vercel.app
- Size: 1.71 MB
- Stars: 0
- Watchers: 0
- Forks: 0
- Open Issues: 0
-
Metadata Files:
- Readme: README.md
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README
# 🌟 Financial SaaS Platform 💹
> 💸 A professional, AI-powered financial management system built with the MERN stack and TypeScript, designed to deliver robust analytics, automation, and a premium user experience. 🚀✨📊
---
## 📖 Project Description 📝
Financial SaaS Platform is a modern, cloud-based personal and business finance management application. It empowers users to track 💳 transactions, analyze 📈 spending patterns, automate 🔁 recurring payments, and receive 🤖 AI-assisted insights. The platform combines advanced backend data processing with a sleek, responsive frontend, delivering a seamless experience for individuals and organizations alike. With features like AI-powered receipt scanning 🧾, monthly automated reports 📅, and rich data visualizations 📊, it helps users make informed financial decisions with minimal effort.
---
## 🚀 Core Features 🌐
- 🔒 **Authentication & Security:** Email + Password login, JWT-based authentication with refresh tokens.
- 💳 **Transaction Management:** Create, edit, duplicate, bulk delete transactions with ease.
- 🤖 **AI-Driven Receipt Scanning:** Integrates Google AI to automatically extract transaction data from receipts.
- 📊 **Advanced Analytics:** MongoDB Aggregation Pipelines for real-time, data-rich dashboards.
- 📈 **Data Visualization:** Expense breakdown pie charts, income/expense trend lines, and interactive tables.
- 📅 **Date Range Filtering:** Customizable ranges, including presets such as last 30 days.
- 🔁 **Recurring Transactions:** Automated scheduling via cron jobs.
- 📧 **Automated Monthly Reports:** Generated and sent to users via email.
- 📥 **Data Import & Export:** CSV transaction import with column mapping.
- 👤 **Profile Management:** Cloudinary-powered profile photo uploads.
---
## 📂 Project Structure 📁
```
financial-saas/
├── backend/ # API server built with Node.js, Express, and MongoDB
│ ├── src/
│ │ ├── config/ # Environment, database, and third-party configurations
│ │ ├── controllers/ # Request handling and response logic
│ │ ├── cron/ # Scheduled jobs and task scheduling
│ │ ├── enums/ # Application-wide constants and enumerations
│ │ ├── mailers/ # Email sending logic and templates
│ │ ├── middlewares/ # Request validation, error handling, authentication
│ │ ├── models/ # Mongoose schemas for data persistence
│ │ ├── routes/ # API endpoint definitions
│ │ ├── services/ # Business logic and reusable modules
│ │ ├── utils/ # Utility functions (date helpers, currency formatters, etc.)
│ │ └── validators/ # Data validation schemas
│ ├── package.json
│ └── tsconfig.json
│
├── client/ # Web application built with React, TypeScript, and TailwindCSS
│ ├── src/
│ │ ├── app/ # Global state management and API client configuration
│ │ ├── assets/ # Images, icons, and static media
│ │ ├── components/ # Reusable UI components and widgets
│ │ ├── features/ # Redux slices and feature-specific logic
│ │ ├── hooks/ # Custom React hooks
│ │ ├── layouts/ # Page layouts for consistent UI structure
│ │ ├── pages/ # Page-level components
│ │ ├── routes/ # Route configuration and protected routes
│ ├── public/ # Publicly accessible static files
│ ├── package.json
│ └── vite.config.ts
```
---
## 🔧 Backend Environment Variables ⚙️
```env
PORT="*"
NODE_ENV="*"
MONGO_URI="*"
JWT_SECRET="*"
JWT_EXPIRES_IN="*"
JWT_REFRESH_SECRET="*"
JWT_REFRESH_EXPIRES_IN="*"
GEMINI_API_KEY="*"
CLOUDINARY_CLOUD_NAME="*"
CLOUDINARY_API_KEY="*"
CLOUDINARY_API_SECRET="*"
RESEND_API_KEY="*"
RESEND_MAILER_SENDER="*"
FRONTEND_ORIGIN="*"
```
## 🎨 Frontend Environment Variables 🎯
```env
VITE_API_URL="*"
VITE_REDUX_PERSIST_SECRET_KEY="*"
```
---
## 🛠️ Technology Stack 🧩
**Frontend:**
- ⚛️ React 18 for building a performant, component-driven UI.
- 📝 TypeScript for type-safe, maintainable codebases.
- 🎨 TailwindCSS for utility-first, responsive styling.
- 🖌️ Shadcn UI for accessible, production-ready UI components.
- 📦 Redux Toolkit for state management and API data caching.
- 📊 @tanstack/react-table for advanced, customizable, and performant data tables.
**Backend:**
- 🟩 Node.js (v18+) for scalable, event-driven server logic.
- 🛠️ Express.js for structured and maintainable RESTful APIs.
- 📝 TypeScript for backend code consistency and safety.
- 🍃 MongoDB with Mongoose for flexible, schema-based data persistence.
- 🔐 JSON Web Tokens (JWT) for secure authentication.
- ⏲️ Node-cron for task automation.
**AI & Cloud Integrations:**
- 🤖 Google Gemini API for intelligent document parsing and data extraction.
- ☁️ Cloudinary for optimized media storage and delivery.
- 📧 Resend for transactional and automated email services.
---
## 📦 Installation 📥
```bash
git clone https://github.com/BernieTv/Financial-SAAS-Platform.git
cd Financial-SAAS-Platform
# Install backend dependencies
cd backend && npm install
# Install frontend dependencies
cd ../client && npm install
```
---
## ▶️ Running Locally 💻
```bash
# Start backend
cd backend && npm run dev
# Start frontend
cd ../client && npm run dev
```
> ⚠️ Ensure `.env` files are correctly configured before running.