Your personal finance assistant: manage income, expenses, budgets, debt and investment portfolio in one panel. Clarify spending with AI-powered insights.
Below you can explore the project's business problem, solution approach, technical details and key features alongside measurable metrics.
12 weeks
Build Time
SaaS
Site Type
Finance
Industry
TR/EN
Language Support
Income, expense, debt and budget data was scattered across Excel spreadsheets, banking apps and loose notes. Building a clear monthly financial picture took hours; questions about category spending, savings progress and debt-receivable balance often went unanswered. Switching to separate tools for investment tracking, AI-powered analysis or detailed reporting only made the experience more fragmented.
IQfinansAI brings personal finance management into a single end-to-end platform. Nine modules cover everything from income-expense logging and category-based budgets to debt tracking and multi-currency support, all in one panel. Recharts-powered KPI dashboards and a financial health score deliver an instant snapshot, while Premium adds the IQfinansAI analysis report, natural-language assistant and investment portfolio for deeper insights. Shopier subscription infrastructure runs in production, serving thousands of active users.
The frontend was built with Next.js, React and Redux for an SSR-capable, performance-focused interface. Dark and light mode support, Turkish-English multilingual structure and locale-based routing strengthen the user experience. The backend runs on a Node.js REST API with Prisma ORM and MySQL; interactive Recharts graphs, Premium receipt OCR for fast entry and AI analysis PDF export are among the platform's standout technical capabilities. 40+ currency codes are supported, with calculation tools, email alerts and category limit warnings completing the operational flow. Deployed on Railway in production, serving 16,000+ registered users in the live environment.
The main modules that shape user experience and business value.
Income, expenses, net balance and financial health score; 2-12 month trend charts and category breakdown.
Hierarchical category tree, advanced search, CSV/PDF export and Premium receipt OCR for fast entry.
Category limits, progress bars, email alerts and overspend notifications.
Due dates, interest and repayment plans; net position, maturity chart and TL/forex/gold records.
40+ currency codes, instant conversion and dashboard summary in your base currency.
Deposit interest, loan installments, VAT, savings goals, CPI and private pension calculations.
Premium stocks, forex, crypto and commodities; live quotes with profit/loss tracking.
Premium full-text AI analysis report based on your personal data with PDF download.
Premium natural-language Q&A about your budget and spending; answers based on your records.
Open and dark themes based on user preference; comfortable reading during long panel sessions.
Turkish and English interface; locale-based content and routing.
Service areas I applied on this project and for similar needs.
We deliver fast, SEO-ready web building for corporate, e-commerce and portfolio projects from design to launch, prioritizing performance, accessibility and conversion on a mobile-friendly foundation.
We drive sustainable organic growth through technical SEO, content strategy and ongoing optimization; we set measurable targets, turn keyword insights into a focused action plan and report progress clearly.
We keep your websites and apps secure and up to date with scheduled updates, backups and responsive support; we respond quickly to urgent issues, monitor systems closely and catch problems before they affect users.
In a free call we'll discuss your project, recommend the right tier, and get back to you within 24 hours.
