FinTech / Personal & Business Finance • 10 Weeks • 6 specialists

Fintrack

AI-Powered Financial Management

We built Fintrack to simplify financial data management for individuals and businesses. Designed with AI-powered automation and clean dashboards, it transforms raw financial data into clear, actionable insights. With CSV/Excel import support and intuitive categorization, Fintrack helps users stay in control of their budgets, savings, and investments—all from one place.

50%

faster financial reporting

15+

hours saved monthly

10×

faster financial visibility

AI Features Delivered

Automated Transaction Tracking

Eliminates manual spreadsheets with instant data processing.

Smart Budget Categorization

AI sorts expenses into categories, providing visibility into spending habits.

Data-Driven Recommendations

Personalized suggestions for smarter saving and investing.

Real-Time Financial Tracking

Monitors income, expenses, savings, and investments in one place.

Visual Financial Reports

Generates month-to-month or YTD summaries for better decision-making.

Interactive Dashboards

Clean, intuitive, and designed for clarity and speed.

Measurable Results

Before vs After Fintrack

Impact Analysis

Metric	Before	After Fintrack
Financial Reporting Time	2–3 days/month	50% faster (hours vs. days)
Manual Expense Tracking	15+ hrs/month	Automated (time saved)
Spending Clarity	Limited visibility	Clear categorization
Decision-Making	Intuition-driven	AI-driven recommendations
User Experience	Complex spreadsheets	Intuitive dashboards

Key Outcomes

50% faster financial reporting via automated imports & categorization

15+ hours saved monthly on manual expense tracking

Improved decisions through AI-driven insights

Greater financial visibility across budgets, savings, and investments

Simplified experience with user-friendly dashboards

Full-Service Development

Delivered by Agent Architects

Real transformation across all key business metrics

Complete Development Package

AI-Powered Data Import & Processing Engine

Expense Categorization Model (NLP + Rules Hybrid)

Budget & Investment Tracking Dashboard

Smart Recommendation Engine for Saving/Investing

Automated Financial Reporting Module

UI/UX tailored for clarity and adoption

Agents Architects delivered exactly what we needed with Fintrack. The platform is fast, intuitive, and saves us hours every month. The AI insights have completely changed how we manage budgets and make financial decisions.

CFO, Enterprise Client

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