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Welcome to Sistema Financiero

Sistema Financiero is a full-stack personal finance management application that helps individuals, families, and small businesses track their income and expenses with modern tools including AI chat, OCR receipt scanning, and real-time analytics dashboards.

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What is Sistema Financiero?

Sistema Financiero combines traditional financial tracking with cutting-edge AI technology to make expense management effortless. Whether you prefer chatting with an AI assistant, scanning receipts with your phone, or filling out forms, this system adapts to your workflow.

AI-Powered Tracking

Register transactions through natural language chat powered by Gemini 2.5 Flash

Smart OCR Scanning

Scan receipts and tickets to automatically extract amounts and categories

Real-Time Analytics

Visualize your finances with interactive KPIs, charts, and trend analysis

Multi-Entry Methods

Choose between AI chat, manual forms, bulk entry, or Excel upload

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Who is it for?

Sistema Financiero is designed for:
1

Individuals

Track personal expenses and income to build better financial habits
2

Families

Manage household budgets collaboratively with multi-user support
3

Small Businesses

Monitor daily cash flow, expenses, and revenue for restaurants, retail stores, or service providers
4

Freelancers

Keep track of project income, business expenses, and tax deductions

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Key Features

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Dashboard with Real-Time KPIs

The main dashboard provides instant visibility into your financial health:
  • Total Income - Track all revenue streams
  • Total Expenses - Monitor spending across categories
  • Net Balance - See your current financial position at a glance
  • Transaction Count - Number of transactions in selected period
The dashboard supports multiple time views: Daily, Weekly, Monthly, or Custom date ranges.

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AI Financial Assistant

Chat naturally with an AI agent powered by Google’s Gemini 2.5 Flash: 
User: "Gasté $200 en gasolina"

AI: ✅ Gasto registrado exitosamente!

💰 Monto: $200 MXN
📁 Categoría: Transporte
💳 Método: Efectivo
👤 Registrado por: Usuario

🎉 Puedes ver el resumen actualizado en el Dashboard.
The AI automatically:
  • Extracts transaction amounts
  • Categorizes expenses intelligently
  • Confirms details before saving
  • Supports follow-up questions

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OCR Receipt Scanning

Upload photos of receipts or invoices and let the AI extract:
  • Transaction amount
  • Merchant/vendor name
  • Purchase category
  • Date and time
Images are stored securely in Supabase Storage with public URLs for future reference.

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Smart Categorization

Transactions are automatically organized into predefined categories: Expense Categories:
  • Alimentación (Food)
  • Transporte (Transportation)
  • Vivienda (Housing)
  • Salud (Health)
  • Entretenimiento (Entertainment)
  • Educación (Education)
  • Otros Gastos (Other Expenses)
Income Categories:
  • Salario (Salary)
  • Ventas (Sales)
  • Servicios (Services)
  • Inversiones (Investments)
  • Otros Ingresos (Other Income)
Visualize your financial data with Chart.js powered line charts:
  • Income vs Expenses over time
  • Daily, weekly, monthly, or custom period views
  • Responsive design for mobile and desktop
  • Dark mode support

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Multiple Payment Methods

Track how transactions are paid:
  • Efectivo (Cash)
  • Tarjeta (Card)
  • Transferencia (Bank Transfer)

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Technology Stack

Sistema Financiero is built with modern, production-ready technologies: 
{
  "dependencies": {
    "@supabase/supabase-js": "^2.58.0",
    "chart.js": "^4.5.0",
    "lucide-react": "^0.544.0",
    "mermaid": "^11.12.0",
    "next": "15.5.4",
    "next-themes": "^0.4.6",
    "react": "19.1.0",
    "react-chartjs-2": "^5.3.0",
    "react-dom": "19.1.0"
  }
}
Frontend:
  • Next.js 15.5.4 (React 19)
  • TypeScript 5
  • Tailwind CSS 4
  • Chart.js for visualizations
  • Lucide React for icons
Backend:
  • Next.js API Routes (serverless)
  • Supabase PostgreSQL database
  • OpenRouter for multi-LLM access
  • Google Gemini 2.5 Flash AI model
Infrastructure:
  • Supabase for database + storage + auth
  • Vercel for deployment (recommended)
  • Row Level Security (RLS) for data isolation

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Key Benefits

Effortless Entry

Register transactions in seconds through AI chat instead of tedious form-filling

Real-Time Insights

See your financial position update instantly as you add transactions

Multi-Device

Fully responsive design works on desktop, tablet, and mobile

Secure & Private

Bank-level security with Row Level Security and encrypted storage

Open Source

MIT licensed - customize and extend to fit your needs

Cost Effective

Free tier available on Supabase and Vercel for personal use

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Use Cases

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Personal Finance Management

“I want to track where my money goes each month and reduce unnecessary spending.”
  • Register expenses as they happen through AI chat
  • Review spending patterns in the dashboard
  • Set up recurring expense tracking
  • Export data for tax preparation

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Family Budget Tracking

“Our family needs to manage household expenses and save for goals.”
  • Multiple family members can log transactions
  • See consolidated view of household finances
  • Track shared expenses like groceries and utilities
  • Monitor progress toward savings goals

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Small Business Cash Flow

“I run a small restaurant and need to track daily revenue and costs.”
  • Use daily cut feature for end-of-day reconciliation
  • Scan receipts from suppliers automatically
  • Monitor cash flow trends over weeks and months
  • Generate financial reports for accounting

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Freelance Income & Expenses

“I need to track project income and deductible business expenses.”
  • Categorize income by project/client
  • Log business expenses with receipt photos
  • Generate reports for quarterly tax filing
  • Track profitability by service type

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What’s Next?

Quick Start

Get up and running in 5 minutes

Architecture

Understand the system design and data flow
Ready to dive in? Follow the Quickstart Guide to set up your first Sistema Financiero instance.

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