"Let AI speak to your money."
Your financial life is scattered across accounts—banks, investments, credit, EPF. This fragmentation creates confusion, stress, and poor decision-making. Even the best AI tools fall short without access to this structured data.
SmartFi is an AI-enabled conversational financial agent powered by Google Gemini and Fi Money's MCP Server. It delivers personalized financial insights, harmonizes your financial footprint from 18+ sources, and helps you make smarter financial decisions in real time.
🧠 Ask Gemini:
- "Can I afford a ₹50L loan?"
- "Which of my SIPs haven’t performed well?"
- "What will I save by 40?"
📊 Get:
- Portfolio snapshots
- Goal-based insights
- Forecasts and suggestions
- Google Gemini – Natural language understanding & insights
- Vertex AI / Agent Builder – Tool orchestration for Gemini
- Google Cloud AI Studio – Prompt and workflow design
- Fi Money’s MCP Server – Secure unified financial data from 18+ sources
- FI MCP API – Gateway for SmartFi to access user portfolios
- React.js / Next.js – Responsive frontend
- Firebase – Store goals and user data
- Railway – Backend deployment
- Vercel – Live web app hosting
✅ Conversational Financial Assistant
Ask SmartFi your finance questions in natural language
✅ MCP-Powered 360° View
Real-time snapshot from 18+ sources (banks, SIPs, loans, EPF)
✅ Goal-Based AI Guidance
Set financial goals & get personalized progress tracking
✅ Proactive Investment Insights
Flag underperforming SIPs & suggest smarter options
✅ Future Scenario Modeling
Visual forecasts based on spending or saving habits
✅ Privacy-First by Design
Your data, your control – backed by Fi MCP’s secure architecture
- 🔄 True Aggregation: Pulls data from 18+ financial sources
- 🔐 Privacy-First: Total user control & export rights
- 🧠 Agentic AI: Not just chatting – SmartFi reasons & plans actions
- 📊 Integrated Visuals: Visualize your finance inside the conversation
- 🧘 Reduces financial stress & complexity
- 📈 Helps users plan & grow wealth
- 🌍 Scalable architecture for mobile, voice, and global deployment
- 🧩 Modular APIs with Google Cloud scalability
⚠️ Real-time fraud detection- 🧠 Advanced predictive market insights
- 🤖 Secure automated savings & payments
- 🗣️ Voice Assistant integration (Google Assistant, Alexa)
- 📱 Native mobile app & insurance/tax expansion
We're building the future of intelligent personal finance. Be a part of it!
- Challenge: Let AI Speak to Your Money – Agentic AI Day
- Sponsor: Built with ❤️ using Google AI & Fi Money’s MCP for a hackathon sponsored by Google.
“Intelligence, Amplified. Finance, Simplified.” – SmartFi