FinSight AI — AI Financial Assistant for SMEs

Production-grade SaaS financial intelligence platform powered by GPT-4o, Next.js 15, and PostgreSQL.

🚀 Features

Core Modules

Module	Description
Financial Dashboard	Real-time revenue, expenses, profit, invoice metrics
Invoice Management	Create, send, track, record payments
Expense Tracking	Manual entry, CSV import, categorization
Transaction Ledger	Full double-entry transaction history
Bank Statement Analyzer	Upload PDF/CSV, extract & categorize transactions
AI Financial Assistant	RAG-based chatbot with real financial data context
AI Insights Engine	Auto-detected anomalies, risks, opportunities
Cash Flow Forecasting	Deterministic 3-month linear trend forecasts
Financial Reports	P&L, Expense Summary, Revenue Trends (PDF/Excel)
Settings & Security	RBAC, audit logs, MFA, organization management

Critical Design Principle

AI NEVER calculates financial values. All calculations are deterministic and performed by the backend using Prisma queries. AI only generates explanations, insights, and narratives based on the pre-calculated data.

🏗️ Architecture

┌─────────────────────────────────────────────────────────┐
│                    Next.js 15 App Router                 │
├──────────────────────┬──────────────────────────────────┤
│   Frontend (RSC)     │        API Routes                 │
│  - Dashboard         │  - /api/dashboard                 │
│  - Invoices          │  - /api/invoices                  │
│  - Expenses          │  - /api/expenses                  │
│  - AI Assistant      │  - /api/ai/chat (SSE streaming)   │
│  - Cash Flow         │  - /api/cash-flow                 │
│  - Reports           │  - /api/reports                   │
│  - Insights          │  - /api/insights                  │
└──────────────────────┴──────────────────────────────────┘
           │                          │
    Clerk Auth                  Prisma ORM
           │                          │
    PostgreSQL DB              OpenAI GPT-4o
           │                          │
    Qdrant Vector DB         RAG Pipeline

RAG Pipeline

User Question
→ Intent Classification (GPT-4o-mini)
→ Data Retrieval (Prisma queries = REAL numbers)
→ Context Assembly
→ OpenAI GPT-4o Response Generation
→ Streaming SSE to Frontend

📋 Tech Stack

Frontend

Next.js 15 (App Router, RSC, Streaming)
TypeScript 5
Tailwind CSS + ShadCN UI components
Recharts (interactive financial charts)
React Query (server state management)
Zustand (client state)

Backend

Next.js API Routes
Prisma ORM with PostgreSQL
Zod validation (all inputs)
Rate limiting via Redis when REDIS_URL is set (in-process fallback otherwise)
Redis-backed dashboard metrics cache with version invalidation on writes

AI

OpenAI GPT-4o (assistant responses)
OpenAI text-embedding-3-small (embeddings)
RAG architecture for financial context
Qdrant vector database

Auth & Security

Clerk Authentication (OAuth, MFA, RBAC)
OWASP Top 10 compliant
CSRF protection in middleware
SQL injection prevention (Prisma parameterized queries)
Complete audit logging

🗄️ Database Schema

Organizations ──┬── OrganizationMembers ── Users
                ├── Clients
                ├── Vendors
                ├── Categories
                ├── Transactions ── Categories
                ├── Invoices ─────┬── InvoiceItems
                │                 └── Payments
                ├── Expenses ── Categories
                ├── BankStatements ── Transactions
                ├── Reports
                ├── AIChats ── AIChatMessages
                ├── Insights
                ├── CashFlowForecasts
                ├── Notifications
                ├── AuditLogs
                └── Anomalies

🔒 Security Implementation

Security Layer	Implementation
Authentication	Clerk JWT + MFA
Authorization	RBAC (Admin/Accountant/Employee/Viewer)
CSRF Protection	Origin/Host validation in middleware
Rate Limiting	Per-IP sliding window (100 req/min default)
Input Validation	Zod schemas on all API endpoints
SQL Injection	Prisma ORM parameterized queries
XSS Prevention	Next.js built-in + CSP headers
Audit Logging	All CRUD operations logged with user/IP
Sensitive Data	Prisma field-level encryption ready
File Upload	Type validation, size limits, S3 signed URLs

🚀 Quick Start

Prerequisites

Node.js 20+
PostgreSQL 16+
OpenAI API key
Clerk account

1. Clone & Install

git clone https://github.com/imchine/FinTech-Solution.git
cd finsight-ai
npm install

2. Environment Setup

cp .env.example .env.local
# Fill in your API keys

3. Database Setup

# Apply schema
npx prisma migrate dev --name init

# Generate client
npx prisma generate

4. Run Development

npm run dev
# Open http://localhost:3000

5. Docker (Full Stack)

docker-compose up -d

Redis (optional)

Redis is optional but recommended for production and multi-instance deployments.

docker compose up -d redis
# set in .env.local:
REDIS_URL=redis://localhost:6379

When REDIS_URL is set:

Rate limiting — shared across API routes (/api/transactions, /api/invoices, /api/ai/chat, etc.)
Dashboard cache — metrics cached for 2 minutes; invalidated when transactions, expenses, or invoices change
Health check — GET /api/health reports whether Redis is configured

Without Redis, rate limits and dashboard metrics use in-process behaviour only.

📁 Folder Structure

finsight-ai/
├── src/
│   ├── app/
│   │   ├── (auth)/          # Sign in/up pages (Clerk)
│   │   ├── (dashboard)/     # All protected dashboard pages
│   │   │   ├── dashboard/   # Main financial dashboard
│   │   │   ├── invoices/    # Invoice management
│   │   │   ├── expenses/    # Expense tracking
│   │   │   ├── transactions/# Transaction ledger
│   │   │   ├── ai-assistant/# AI chatbot interface
│   │   │   ├── cash-flow/   # Cash flow & forecasting
│   │   │   ├── insights/    # AI insights engine
│   │   │   ├── reports/     # Financial reports
│   │   │   ├── bank-statements/ # Bank statement analyzer
│   │   │   └── settings/    # Account & org settings
│   │   └── api/             # All API routes
│   ├── components/
│   │   ├── ui/              # ShadCN UI components
│   │   ├── charts/          # Recharts wrappers
│   │   ├── dashboard/       # Dashboard-specific components
│   │   ├── layout/          # Sidebar, Header
│   │   └── shared/          # Providers, theme
│   ├── lib/
│   │   ├── prisma.ts        # Database client
│   │   ├── auth.ts          # Auth helpers & audit logging
│   │   ├── openai.ts        # AI integration & RAG
│   │   ├── financial-calculations.ts  # ALL financial math
│   │   ├── validations.ts   # Zod schemas
│   │   ├── rate-limit.ts    # API rate limiting
│   │   └── utils.ts         # Utilities & formatters
│   ├── middleware.ts         # Auth & security middleware
│   └── types/               # TypeScript types
├── prisma/
│   └── schema.prisma        # Complete DB schema
├── docker-compose.yml       # Full stack Docker setup
├── Dockerfile               # Production container
└── .env.example             # Environment template

📊 API Endpoints

Method	Endpoint	Description
GET	`/api/health`	Health check
GET	`/api/dashboard`	Dashboard metrics
GET	`/api/dashboard/trends`	Monthly trends
GET	`/api/dashboard/categories`	Expense categories
GET/POST	`/api/invoices`	List/create invoices
GET/PATCH/DELETE	`/api/invoices/[id]`	Invoice operations
GET/POST	`/api/expenses`	List/create expenses
GET/POST	`/api/transactions`	List/create transactions
POST	`/api/ai/chat`	AI chat (SSE streaming)
GET	`/api/ai/chat`	Chat history
GET	`/api/cash-flow`	Historical + forecasts
GET/POST	`/api/reports`	Report management
GET	`/api/insights`	AI insights

🚢 Deployment

Vercel (Frontend)

vercel deploy --prod

Environment Variables (Production)

Set all variables from .env.example in your deployment platform.

Database Migration (Production)

npx prisma migrate deploy

🧪 Testing Strategy

Unit Tests: Financial calculation functions (Jest)
Integration Tests: API routes with Prisma mocks
E2E Tests: Playwright for critical user flows
Security Tests: OWASP ZAP scanning
Load Tests: k6 for API performance

📈 Performance

Server-side rendering for initial dashboard load
React Query caching (60s stale time)
Optimized Prisma queries with proper indexes
Streaming AI responses (SSE)
Image optimization via Next.js
Lazy loading of chart components

🤝 Contributing

Fork the repository
Create a feature branch
Make changes with tests
Submit a PR

📄 License

MIT License — see LICENSE file.

Built with ❤️ for SMEs worldwide

Name	Name	Last commit message	Last commit date
Latest commit History 5 Commits 5 Commits
prisma	prisma
public	public
src	src
.env.example	.env.example
.gitignore	.gitignore
AGENTS.md	AGENTS.md
CLAUDE.md	CLAUDE.md
Dockerfile	Dockerfile
README.md	README.md
docker-compose.yml	docker-compose.yml
ecosystem.config.js	ecosystem.config.js
eslint.config.mjs	eslint.config.mjs
next-env.d.ts	next-env.d.ts
next.config.ts	next.config.ts
package-lock.json	package-lock.json
package.json	package.json
postcss.config.mjs	postcss.config.mjs
prisma.config.ts	prisma.config.ts
start-dev.js	start-dev.js
start-server.sh	start-server.sh
tailwind.config.ts	tailwind.config.ts
tsconfig.json	tsconfig.json

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Repository files navigation

FinSight AI — AI Financial Assistant for SMEs

🚀 Features

Core Modules

Critical Design Principle

🏗️ Architecture

RAG Pipeline

📋 Tech Stack

🗄️ Database Schema

🔒 Security Implementation

🚀 Quick Start

Prerequisites

1. Clone & Install

2. Environment Setup

3. Database Setup

4. Run Development

5. Docker (Full Stack)

Redis (optional)

📁 Folder Structure

📊 API Endpoints

🚢 Deployment

Vercel (Frontend)

Environment Variables (Production)

Database Migration (Production)

🧪 Testing Strategy

📈 Performance

🤝 Contributing

📄 License

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FinSight AI — AI Financial Assistant for SMEs

🚀 Features

Core Modules

Critical Design Principle

🏗️ Architecture

RAG Pipeline

📋 Tech Stack

🗄️ Database Schema

🔒 Security Implementation

🚀 Quick Start

Prerequisites

1. Clone & Install

2. Environment Setup

3. Database Setup

4. Run Development

5. Docker (Full Stack)

Redis (optional)

📁 Folder Structure

📊 API Endpoints

🚢 Deployment

Vercel (Frontend)

Environment Variables (Production)

Database Migration (Production)

🧪 Testing Strategy

📈 Performance

🤝 Contributing

📄 License

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