SELECTED WORK / CASE STUDY

Trackwise.

AI-powered personal finance assistant that automates expense tracking and budgeting through natural language, reducing manual data entry by 100%.

INSIDE THE PRODUCTTRACKWISE
Trackwise dashboard
01 / CONTEXT

The problem

Personal finance management usually requires tedious manual data entry. People abandon their budgets because tracking every single transaction takes too much time and discipline.

02 / DIRECTION

The approach

Trackwise is an AI-powered personal finance assistant that automates expense tracking and budgeting through natural language. Users can simply chat with the AI to log expenses or update budgets without touching forms.

03 / DELIVERY

What shipped

01

AI Automation

Create, update, and delete transactions through natural language conversation.

02

Category Organization

Set up and manage expense categories automatically via the intelligent agent.

03

Visual Analytics

Generate financial summaries, charts, and insights on demand.

04

Account Management

Create and configure multiple accounts and monitor spending limits.

05 / ENGINEERING

Decisions that shaped it

01

Intelligent Assistant

Integrated an AI agent capable of understanding natural language commands to perform complex financial management tasks directly via the database.

02

Robust State Management

Utilized Zustand for client-side state and React Query for server state management to ensure real-time UI updates.

06 / TOOLKIT

Built with

Frontend
Next.js, Tailwind CSS, Shadcn UI
Backend
Node.js, Prisma ORM
State Management
Zustand, React Query
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