💼 Finora — AI-Powered Financial Analytics SaaS Platform

A full-stack financial intelligence platform built with TypeScript, React, and the MERN stack. Finora empowers individuals and small business owners to track expenses, automate recurring financial entries, parse receipts with AI, and visualize deep fiscal analytics powered by MongoDB aggregation pipelines.

🌐 Live Application: https://finance-tracker-e1pe.vercel.app

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🌟 Core Engineering Features

• 📊 High-Performance MongoDB Aggregation: Implements complex multi-stage aggregation pipelines ($match, $group, $facet, $project) to calculate monthly expenditure distributions, category breakdown pie metrics, and cash flow trend lines without client-side computational bottlenecks.
• 🧾 AI-Powered Receipt Scanning: Integrates computer vision / OCR prompt pipelines to extract merchant details, dates, line items, and transaction amounts from uploaded receipts.
• ⏰ Automated Cron Jobs: Background scheduler handling automated posting of recurring monthly subscriptions and triggering monthly fiscal summary email deliveries.
• 📥 CSV Bulk Ingestion: Multipart batch parser enabling users to import legacy bank statements and transaction logs seamlessly with validation.
• 💳 Stripe Subscription Billing: Webhook-verified Stripe subscription tiers with customer portal integration.
• 🔐 Stateless Authentication: JWT session security with role validation, password salting via bcrypt, and Cloudinary integration for user avatar hosting.

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🏛️ System Architecture

┌────────────────────────────────────────────────────────┐
│             Client SPA (React + TypeScript)            │
│  • Recharts & Lucide Icons    • Tailwind CSS UI        │
│  • CSV Parser & Uploader      • Date Range Filter Bar  │
└───────────────────────────┬────────────────────────────┘
                            │ HTTPS / REST (Axios)
                            ▼
┌────────────────────────────────────────────────────────┐
│          Backend Engine (Node.js + Express + TS)       │
│  • JWT Auth & Permissions Middleware                   │
│  • MongoDB Aggregation Controller Layer                │
│  • Background Cron Scheduler (`node-cron`)             │
└───────────────┬───────────────────┬────────────────────┘
                │                   │
    ┌───────────▼────────┐ ┌────────▼───────────┐ ┌─────────────────────┐
    │   MongoDB Atlas    │ │ AI Receipt Scanner │ │ Cloud Media/Billing │
    │ (Aggregate Indices │ │ (Vision Parsing)   │ │ (Cloudinary / Stripe│
    │  & Transactions)   │ └────────────────────┘ │  Webhooks)          │
    └────────────────────┘                        └─────────────────────┘

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🛠️ Technology Stack

Layer	Technologies	Details
Frontend	React 18, Vite, TypeScript	Type-safe UI architecture
Styling & Charts	Tailwind CSS, Recharts	Interactive SVG financial graphs
Backend	Node.js, Express.js, TypeScript	Clean MVC architecture with typed interfaces
Database	MongoDB Atlas, Mongoose	Indexed document models & aggregation pipelines
Automation	Node-Cron	Scheduled recurring transaction worker
Media & Storage	Cloudinary	Cloud receipt and avatar storage
Authentication	JWT, Bcrypt	Stateless token verification
Deployment	Vercel & Render	Continuous delivery with environment isolation

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🚀 Getting Started

Prerequisites

• Node.js (v18+)
• MongoDB Atlas database cluster
• Cloudinary credentials
• (Optional) Stripe account for billing webhooks

1. Clone the Repository

git clone https://github.com/Rajan-vish/finance_tracker.git
cd finance_tracker

2. Backend Setup

cd backend
npm install

Create a .env file in backend/:

PORT=5000
MONGODB_URI=your_mongodb_connection_string
JWT_SECRET=your_jwt_secret_token

# Cloudinary (Receipt & Media Storage)
CLOUDINARY_CLOUD_NAME=your_cloud_name
CLOUDINARY_API_KEY=your_api_key
CLOUDINARY_API_SECRET=your_api_secret

# AI Receipt OCR & Client
CLIENT_URL=http://localhost:5173

Run backend in development mode:

npm run dev

3. Frontend Setup

In a new terminal:

cd ../client
npm install

Create a .env file in client/:

VITE_API_URL=http://localhost:5000/api

Start the frontend:

npm run dev

Navigate to http://localhost:5173.

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📡 Key REST Endpoints

Analytics & Transactions

• GET /api/analytics/summary — Aggregated income, expense, and net balance
• GET /api/analytics/category-breakdown — MongoDB aggregation pipeline output for charts
• GET /api/transactions — Paginated and date-filtered transaction records
• POST /api/transactions — Create manual transaction
• POST /api/transactions/import-csv — Bulk import validated CSV records
• POST /api/transactions/scan-receipt — AI OCR receipt processing endpoint
• DELETE /api/transactions/bulk-delete — Batch transaction deletion

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👨‍💻 Author

Rajan Kumar Vishwakarma

• GitHub: @Rajan-vish
• Email: rajanvish2005@gmail.com
• LinkedIn: linkedin.com/in/rajan-kumar-vishwakarma-1a4bb92a8
• Codeforces: rajan_pant (Specialist - 1420)
• LeetCode: unbitten (614+ Solved)