FinanceAI Dashboard

FinanceAI is a modern financial analytics platform that consolidates revenue, expenses, and profitability into a single, interactive dashboard. With built-in AI forecasting, expense optimization, and scenario planning, the platform empowers business leaders to make data-driven decisions quickly. The design emphasizes clarity, interactivity, and automation, helping organizations monitor financial health and predict future outcomes.

Technologies

Frontend: React, Material-UI/Emotion, Redux, Chart.js
Backend: Node.js, Express.js
Database: MongoDB
AI/Analytics: Machine learning models for forecasting (cash flow predictions, ROI analysis)
Deployment: DigitalOcean
Integrations: Payment data (Stripe), Authentication (Okta)

Features

Financial Dashboard: At-a-glance view of revenue, expenses, profit, and cash runway.
Revenue & Expense Trends: Interactive line charts showing month-over-month changes.
Expense Breakdown: Dynamic pie charts highlighting spending categories.
AI-Powered Forecasting: Predicts cash flow trends based on historical data.
Scenario Planning: Simulate financial outcomes under different assumptions.
ROI Insights: Visualize impact of decisions and investments.
Expense Optimization: AI-driven suggestions to reduce unnecessary costs.
Reports & Exports: Generate formatted financial summaries for sharing.

Development

Designed a responsive React frontend with Material-UI, ensuring a clean and professional look for financial data.
Built interactive data visualizations with AmCharts/Chart.js, providing trend analysis and breakdowns.
Developed a Node.js backend with APIs for handling invoices, expenses, and forecasts.
Implemented AI models to provide predictive insights (cash flow forecast, optimization tips).
Integrated authentication and role-based access for CFOs, consultants, and clients.
Optimized for performance to handle large financial datasets without slowing down UI interactions.

Challenges

Complex Data Visualization: Representing revenue, expenses, and cash flow trends in a way that is both accurate and intuitive.
AI Forecast Accuracy: Training and integrating predictive models into the frontend while keeping results understandable for end users.
Data Integration: Pulling consistent, clean financial data from multiple sources (e.g., invoices, payments, accounting systems).
User Experience: Designing dashboards that balance detail for CFOs with simplicity for business managers.
Scalability: Ensuring that the dashboard could handle more users and larger datasets as businesses grow.

Conclusion

The FinanceAI Dashboard demonstrates the ability to combine data visualization, AI-driven insights, and financial management tools into a unified platform. By integrating React, Node.js, and AI forecasting models, the project delivers a powerful yet user-friendly tool for monitoring and improving financial health. The design showcases skills in frontend engineering, data visualization, and backend integration, while solving real-world challenges in business finance and decision-making.