AI Agent Finance Team Powered Budget App

A full suite of Financial Analysis Team at the palm of your hand

FinBin is a financial planning API that helps users manage their budgets, track expenses, and save towards financial goals (called "buckets"). It integrates with Microsoft Semantic Kernel to provide AI-driven financial insights and savings recommendations while leveraging Azure SQL Database for secure and scalable data storage.

Inspiration

Taking a closer look at our own spending habits inspired us to create FinBins, aiming to help manage our finances more effectively and effortlessly with a full team of AI Agents

What it does

FinBins empowers users to organize their savings into customizable buckets. Spending insights are automatically categorized, providing detailed financial analysis and summaries. Users interact with three intelligent financial agents:

AI Analysis Agent: Offers deep insights into spending patterns.
AI Financial Chat Agent: Provides interactive, personalized financial guidance.
Budget Management Agent: Assists in proactive budgeting and financial goal-setting.

How we built it

We started with detailed wireframing and brainstorming sessions to identify essential components and workflows. Next, we meticulously designed backend and frontend systems, ultimately integrating both sides seamlessly.

Challenges we ran into

Creating a realistic yet sophisticated webapp design achievable within our timeline proved challenging. Additionally, deploying the application on Azure required careful handling to ensure smooth operation and scalability.

Accomplishments that we're proud of

We successfully implemented Semantic Kernel, enabling seamless communication between specialized AI agents, and leveraged Azure’s robust infrastructure for database hosting and web application deployment.

What we learned

Throughout this project, we refined our ability to design effective workflows, collaborate efficiently as a team, create comprehensive wireframes, mockups, and branding elements using tools like Figma.