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FinTrack's users struggled to get a holistic view of their financial health across multiple bank accounts and investment portfolios. Manual tracking was error-prone and time-consuming, leading to poor financial decisions.
We designed a centralized dashboard integrating with 3,000+ financial institutions via the Plaid API. A custom AI engine analyzes spending patterns and provides personalized budgeting recommendations. Real-time WebSocket notifications alert users to unusual activity.
Our 6-week sprint-based process kicked off with a 2-week discovery phase: stakeholder interviews, competitor analysis, and data modeling. We then built the integration layer, followed by the AI recommendation engine, and finally the polished React frontend with a design system.