Finance & FinTech
Built by WebPino
Smart Finance Manager – Personal Finance SaaS
Indian personal finance SaaS with bank statement import, UPI transaction categorisation, budget tracking, and GST/ITR tax estimation.
Client
FinTech Startup (Confidential)
Industry
Finance & FinTech
Project Type
SaaS / Finance App
Stack
Laravel, React.js, MySQL
Project Breakdown
Challenge. Solution. Result.
The Challenge
The founder needed an Indian alternative to YNAB/Mint that worked with Indian bank statement formats, UPI transactions, and India-specific tax calculations — features missing from global tools.
Our Solution
Multi-user SaaS with bank statement import (PDF parsing), UPI transaction auto-categorisation, budget vs. actual tracking, investment portfolio (stocks, MF, FD), tax liability estimation (Income Tax + GST for freelancers), and monthly financial health score. PWA for mobile-like experience.
The Result
Beta with 300+ users. Bank statement parsing accuracy: 94%. Users reported average 23% reduction in unnecessary expenses within 60 days.
Technologies Used:
Laravel
React.js
MySQL
Python
Razorpay
PWA
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