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💎 Finora - The Intelligent Financial OS

Finora is a premium, AI-driven personal finance ecosystem built with React, Vite, and Firebase. It combines advanced automation, beautiful UI/UX, and AI companionship to simplify your financial life.

Finora Preview Powered by Finora AI


📖 Features & Capabilities

Finora is designed to be a complete operating system for your finances, focusing on extreme ease of use and zero friction.

🏠 1. The Smart Dashboard

The nerve center of your financial life, designed for immediate clarity and proactive action.

  • 📌 Quick Actions Hub: A high-accessibility grid for the most common tasks:
    • Scan Bill: Instant OCR extraction of physical receipts.
    • Voice Input: Add transactions by speaking naturally.
    • Add Manual: Traditional input for precise logging.
    • Analytics / Budgets / Goals: Quick jumps to deep-dive pages.
  • 🧠 Monthly AI Insight: A dynamic narrative that analyzes your current month's performance and suggests improvements.
  • 📊 Financial Heatmap: Visualizes your spending intensity over the last 6 months using a GitHub-style activity grid.
  • 🕒 Live Balance & Daily Spend: At-a-glance metrics for your immediate financial state, tracking your all-time income vs expenses.

🤖 2. Finora AI & Smart Automation

Frictionless data entry and analysis powered by modern LLMs (Groq & Gemini).

  • ✨ Smart Auto-Categorization Engine: As you type a merchant name, the AI instantly analyzes it in the background and auto-fills the best Category, flips the "Needs vs Wants" toggle, and injects useful #hashtags straight into your notes.
  • 💬 RAG-Powered Chat: Uses Retrieval-Augmented Generation to answer questions based on your real data.
  • 🧬 Expense DNA: A unique monthly "Spending Personality" profile (e.g., The Weekend Warrior) generated via AI analysis of your transaction patterns.
  • 📝 Contextual Narratives: Written stories that explain the why behind your spending spikes, comparing data across years and months.
  • 🛡️ Ghost Mode (Privacy): A global toggle that instantly blurs all sensitive amounts across the entire UI for secure usage in public.

📸 3. Intelligent Inputs (Scanner & Voice)

Frictionless data entry powered by Google Gemini and Speech-To-Text.

  • 📷 AI Bill Scanner (Gemini-Powered):
    • Advanced OCR Engine: Integrated with gemini-2.0-flash for hyper-accurate extraction of Merchant, Total Amount, Tax, Date, and Category.
    • Smart Need/Want & Tagging: Automatically predicts whether the bill is a Need or a Want, and generates contextual hashtags.
    • Native Split Logic: Supports immediate cost-splitting for up to 100 people natively within the scanner.
  • 🎙️ Voice Transaction: High-accuracy speech-to-text recognition optimized for mobile browsers. Just say "Spent 500 on dinner at Havmor" and the NLP engine parses the amount, vendor, category, needs/wants, and tags in one go!

💸 4. Daily Management (Transactions & Budgets)

Robust systems for maintaining your financial hygiene.

  • 📝 Premium Transactions Hub:
    • Support for tracking Needs vs Wants, Tags, Location, and Receipt Images.
    • Full-text search and multi-filtering (Date, Category, Type).
  • 🔄 Recurring Payments & Utilities:
    • Intelligent Subscriptions: Powerful engine for fixed or repeating costs/income with support for Daily, Weekly, Monthly, Yearly, and Custom Day frequencies.
    • State-Aware Resilience: A unique "Pause/Resume" engine that preserves the exact remaining days in a billing cycle.
  • ⚖️ Dynamic Budgets: Category-specific limits with real-time tracking.
  • 👥 Split Groups & Settlement: Manage shared expenses with friends and balance the books seamlessly.

📊 5. Analytics & Wealth Intelligence

The analytical powerhouse of Finora, providing high-fidelity visualizations.

  • 🔍 Intelligent Analytics: Deep-dive into specific vendors, track your Daily Burn Rate, and compare Needs vs Wants ratios over time.
  • 📈 Intelligent SIP Tracker: Portfolio health tracking and step-up automations.
  • 🎯 Milestone Savings: Set target-based goals (e.g., "New Laptop") with progress bars and projected completion dates.

🏗️ Technical Architecture

System Component/Service Purpose
Main Shell src/pages/Index.tsx Main routing and Tab management.
Logic Orchestrator src/components/Dashboard.tsx Dashboard state and context provider.
AI Intelligence src/lib/rag-ai-service.ts The core RAG and prompt engineering engine.
Data Persistence src/lib/firestore.ts Real-time Firebase listeners and CRUD operations.
OCR & Voice src/lib/gemini-service.ts Integration with Google Gemini for Bill Scanning & NLP.
Smart Categories src/lib/merchant-service.ts Groq AI powered auto-categorization and tagging.
Personality Engine src/lib/dna-service.ts Logic for generating "Expense DNA" profiles.

🚀 Setup & Development

1. Requirements

  • Node.js (v18+)
  • Firebase Project
  • Groq API Key (for Smart Categorization & Insights)
  • Gemini API Key (for OCR Scanner & Voice NLP)

2. Quick Start

npm install
npm run dev

3. Environment Configuration

Create a .env in the root directory:

VITE_FIREBASE_API_KEY=...
VITE_FIREBASE_AUTH_DOMAIN=...
VITE_FIREBASE_PROJECT_ID=...
VITE_GROQ_API_KEY=...
VITE_GEMINI_API_KEY=...

4. Continuous Deployment (CI/CD)

Finora includes a fully configured GitHub Actions pipeline that automatically builds and deploys to Firebase Hosting on every push to the main branch.

To activate the pipeline:

  1. Generate a Firebase CI token by running firebase login:ci.
  2. Add the token to your GitHub Repository Secrets as FIREBASE_TOKEN.
  3. Copy your local .env file contents into a GitHub Repository Secret named ENV_FILE.

Every time you run git push origin main, your app will automatically deploy to production!


Finora is built to be your proactive financial partner. Every line of code is optimized for a premium, mobile-first experience.

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