
Build a AI-Powered Financial Management Web App
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Post a project like this293
$465
- Posted:
- Proposals: 36
- Remote
- #4344766
- OPPORTUNITY
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Full Stack Developer, Next.js, Node.js, Laravel, PHP, WordPress, Shopify, Wix, Squarespace, OpenCart, AI ChatBot, Web3.js, Cryptocurrency API, SEO, & Digital Marketing


Front-end/Back-end software engineer // Full stack software engineer // Website development // UI/UX design // Full-stack development // Website design
Social Media Marketing Specialist, Content Creator, Virtual Assistant, Website development, Email marketing specialist, Marketing expert

♛ Professional UK No. 1 ♛ Software Programming Agency , Specialised in ✔ Magento ✔ Wordrpess ✔ Shopify ✔ OpenCart ✔ Laravel ✔ Android ✔ iOS ✔ HTML\CSS✔Javascript\jQuery✔Responsive Design, React Js

♛ Most Trusted #1 Team |19+ years of expertise in Website, Mobile Apps, Desktop & Console Games. Wordpress, ReactJS, Shopify, Laravel, Python, React Native, Flutter, Unity, Unreal Engine and AR/VR




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Description
Experience Level: Expert
Estimated project duration: 3 - 4 weeks
Project Overview:
We are looking for a full-stack developer to build a financial management web app with a basic WhatsApp bot that helps users track budgets, savings, debts, investments, and subscriptions. The tool should have a smooth spreadsheet-like experience but with AI-driven automation to assist in importing, categorizing, and generating financial insights.
The app will be web-based but should be downloadable on mobile (PWA or hybrid app).
This is a paid lean project with the potential for long-term collaboration.
Key Features & Requirements:
User Web App:
Sign-up/sign-in via Google, Apple, email
Free tier with ads, premium paid plans (individual, couple, family)
Subscription management with different billing cycles (monthly, yearly)
Upload CSV/PDF statements (process with free Tesseract OCR + tools like OpenAI gpt-4o-mini API for categorization, e.g., “Netflix $15.99” → Subscription).
Dashboard showing total income, expenses, savings and charts.
Ability to customize the dashboard using AI via tools like OpenAI gpt-4o-mini API
Basic WhatsApp Bot:
Integrate via Twilio WhatsApp API (sandbox mode for testing).
Commands: “START” (links account), “BALANCE” (shows totals), “UPLOAD” (processes statements)...
Admin Dashboard:
Simple admin login.
View user list (email, phone, status) with delete option.
Basic stats: total users, transactions, WhatsApp messages, API costs.
Generate reports and charts using AI
Requirements:
Web-based with mobile-friendly design
Slick and Modern UI. no plans to redo it later
Use free tools whenever possible
Reuse code where possible (e.g., web auth for admin).
Secure user data storage (encryption, OAuth authentication), Encrypt uploads, protect admin routes.
AI integration
Payment integration (Stripe, PayPal, etc.)
AdMob or AdSense integration for monetization
Full documentation for future app scaling
Deliver in 3-6 weeks with commented code in a Git repo.
How to Apply:
If you’re excited about building a smart financial tool, send us:
1️⃣ Your portfolio or links to similar fintech projects
2️⃣ Your technology stack recommendation
3️⃣ Your estimated timeline & quote within the budget range
4️⃣ Your approach to AI integration
Looking forward to working with you!
We are looking for a full-stack developer to build a financial management web app with a basic WhatsApp bot that helps users track budgets, savings, debts, investments, and subscriptions. The tool should have a smooth spreadsheet-like experience but with AI-driven automation to assist in importing, categorizing, and generating financial insights.
The app will be web-based but should be downloadable on mobile (PWA or hybrid app).
This is a paid lean project with the potential for long-term collaboration.
Key Features & Requirements:
User Web App:
Sign-up/sign-in via Google, Apple, email
Free tier with ads, premium paid plans (individual, couple, family)
Subscription management with different billing cycles (monthly, yearly)
Upload CSV/PDF statements (process with free Tesseract OCR + tools like OpenAI gpt-4o-mini API for categorization, e.g., “Netflix $15.99” → Subscription).
Dashboard showing total income, expenses, savings and charts.
Ability to customize the dashboard using AI via tools like OpenAI gpt-4o-mini API
Basic WhatsApp Bot:
Integrate via Twilio WhatsApp API (sandbox mode for testing).
Commands: “START” (links account), “BALANCE” (shows totals), “UPLOAD” (processes statements)...
Admin Dashboard:
Simple admin login.
View user list (email, phone, status) with delete option.
Basic stats: total users, transactions, WhatsApp messages, API costs.
Generate reports and charts using AI
Requirements:
Web-based with mobile-friendly design
Slick and Modern UI. no plans to redo it later
Use free tools whenever possible
Reuse code where possible (e.g., web auth for admin).
Secure user data storage (encryption, OAuth authentication), Encrypt uploads, protect admin routes.
AI integration
Payment integration (Stripe, PayPal, etc.)
AdMob or AdSense integration for monetization
Full documentation for future app scaling
Deliver in 3-6 weeks with commented code in a Git repo.
How to Apply:
If you’re excited about building a smart financial tool, send us:
1️⃣ Your portfolio or links to similar fintech projects
2️⃣ Your technology stack recommendation
3️⃣ Your estimated timeline & quote within the budget range
4️⃣ Your approach to AI integration
Looking forward to working with you!
Rodwell M.
100% (2)Projects Completed
2
Freelancers worked with
2
Projects awarded
40%
Last project
14 Jul 2025
France
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