P R O J E C T SC O N T A C T

[07]

BANKING TRACKER

TIER A · YEAR 2026 · STATUS: LIVE · LANGUAGES: TYPESCRIPT

AI finance autopilot: receipt OCR (Claude vision) + self-learning rules over open banking (PSD2)

[FIG. 1] MISSION

A personal finance control center where AI removes the tedious work. Receipt OCR via Vercel AI Gateway (Claude Haiku 4.5 vision) splits a photographed receipt into line items. Bank transactions (PSD2 / Enable Banking) stream in automatically, and categorization follows a „human → rules → AI” path: each manual correction becomes a rule, the system gradually takes over sign-off and leaves only exceptions to the user. On top of that: envelope budgeting on a „card = category” rule, three money layers (accounts / envelopes / goals) and one „truly available” figure. Next.js 16 + React 19, Drizzle + Neon Postgres, jose+PIN auth, shipped as a PWA. Modules: analytics, debts, goals, subscriptions, finance boards, splits.

[FIG. 2] ARCHITECTURE

hover a block to see its description

[FIG. 2A] RECEIPT → LINE ITEMS

MILK 2%4.99
RYE BREAD7.50
BUTTER8.99
APPLES 1KG5.49

RECEIPT AWAITS SCAN

  • ŻABKA −23.50
  • ORLEN −180.00
  • NETFLIX −43.00

you sign every transaction by hand — the inbox keeps growing

[FIG. 3] CHALLENGES

[+][CH-01]

PSD2 (Enable Banking) integration — bank OAuth, token exchange, transaction/balance sync, bank sessions.

[+][CH-02]

Self-learning rules as a path to AI — each manual correction becomes a rule, the system gradually takes over categorization and leaves only exceptions to the user.

[+][CH-03]

A „truly available” model — separating real accounts, budget envelopes and goals so one figure tells the truth about liquidity.

[FIG. 4] AI LAYER

AI finance autopilot: receipt OCR (Claude vision) + self-learning rules over open banking (PSD2)

[FIG. 5] GALLERY

SCREENSHOTS INCOMING — see SHOTS-WANTED

[FIG. 6] STACK & LINKS

NEXT.JS 16REACT 19DRIZZLE ORMNEON POSTGRESENABLE BANKING (PSD2)VERCEL AI GATEWAYCLAUDE HAIKU 4.5 (VISION OCR)RECHARTSJOSE (JWT+PIN)PWAVERCEL
[RESTRICTED — CLIENT PROJECT]