Budgetly AI – Smart Financial Dashboard and Expense Intelligence Platform

Budgetly AI is a full-stack, AI-powered financial analytics platform that allows users to upload PDF or CSV bank statements and immediately converts them into clear, actionable insights. Through an automated document-processing pipeline, the system extracts, cleans and categorises transactions, generates monthly summaries and presents financial trends using interactive visualisations.

Key Features

• AI-Driven Transaction Parsing: Automated ingestion pipeline (PDF or CSV to AI extraction to structured data) using OpenAI function calling for accurate transaction detection and categorisation.
• Dynamic Monthly Dashboards: Automatically creates a complete financial overview for each month, including balances, spending categories and trend patterns.
• Category-Based Visualisations: Interactive pie charts, bar charts and line graphs using Recharts and ShadCN UI to highlight category spending, monthly behaviour and distribution.
• Income vs Expense Analytics: Provides summaries that show saving patterns, overspending indicators and net-flow comparisons for each month.
• User Authentication and Personalisation: Secured with Clerk. Each user receives personalised dashboards with historical data stored in MongoDB.
• Robust Backend: ASP.NET Core API with Entity Framework Core, strong validation practices and structured logging through Serilog and Winston.
• Responsive Modern UI: Developed with Next.js 15, TypeScript and ShadCN UI to ensure a clean, accessible and mobile-friendly interface.