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SmartCards is a user-friendly addon for your budgeting app to help you better categorize your transactions and find investing opportunities from each purchase.

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SmartCards is a user-friendly addon for your budgeting app to help you better categorize your transactions and find investing opportunities from each purchase. Simply upload a picture of any receipt and our GenAI technology will organize your purchases while providing insights to help your financial future.

Features

  • Ability to scan receipts to record microtransactions
  • Automatic categorization of items and or services
  • Cashback opportunity reminders and credit card recommendation
  • User friendly interface

Installation

To get started with SmartCards, run the following

git clone https://github.com/mavreyn/smart-cards.git
cd smart-cards
npm i

Usage

To run SmartCards:

Start the express server and the Python server

node server/server.js
python server.py

Then build the app and serve locally

npm run build
npm install -g serve
serve -s dist

Or start a hot dev server

npm run dev

Walkthrough

On starting SmartCards, you'll be greeted with a clean, intuitive interface one past the landing screen. Here's a quick guide to get you started:

  1. Upload Receipt: Click on the "Upload" button to scan or upload a picture of your receipt.
  2. Items: Click on the "Items" button to see our GenAI categorize your purchased products/services by their expense type
  3. Insights: Check the "Insights" tabs to see personalized investing opportunities and recommendations to modify existing spending habits to help you stack more cash!

Future Ambitions

We're constantly working to improve SmartCards. Here are some features we're excited about for future releases:

  • Machine learning models for even more accurate transaction categorization
  • Integration with major financial institutions for real-time transaction updates
  • Mobile app for on-the-go receipt scanning and financial management
  • Improved investment opportunity detection
  • Social features for comparing anonymized spending habits with peers

Acknowledgements

  • Much thanks to Kevin & Sri for their amazing contributions to SmartCards. Their insights on properly catering our product to company challenges are greatly appreciated.

  • AI model powered by OpenAI

  • Built with React, Node.js, and Tailwind CSS

DevPost

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SmartCards is a user-friendly addon for your budgeting app to help you better categorize your transactions and find investing opportunities from each purchase.

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