Case study

Finiphi

A smart money app that connects to your bank accounts, reads your receipts using AI, and helps prepare your taxes. It works on your phone and your computer so you can manage your money from anywhere.

Stack

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Visit finiphi.com

Outcomes

AI sorts your transactions into the right categories so you always know where your money is going

Connects to your bank for live transaction updates going back 18 months, so nothing has to be typed in by hand

Snap photos of receipts and track your mileage right from your phone, with fingerprint or face login

Inside the build

Financial Management

Syncs with your bank in real-time so new transactions appear automatically without manual entry
Smart budgeting tools that track spending by category and alert you when you go over budget
Detects recurring bills from your transaction history so nothing slips through the cracks
Cash flow forecasting shows you where your money is headed with AI-powered predictions
Supports checking, savings, credit cards, and investment accounts all in one place
Tracks investment portfolio performance so you can see gains and losses at a glance
Logs business mileage automatically and calculates tax deductions for you

AI Receipt Reading

Upload a photo of any receipt and AI extracts the details, works with photos, PDFs, and CSVs
Custom-trained models learn to tell business expenses apart from personal spending
The system remembers your past decisions and favorite merchants to get smarter over time
Multiple layers of intelligence work together: your preferences first, known merchants second, AI last

Tax Preparation & Reports

Generates tax forms automatically: Schedule C, 1099-NEC, 1065, and W-2s
Creates financial statements (Profit & Loss, Balance Sheet, Cash Flow) that export as PDF
Manages payroll with employee records and tax calculations built in
Tracks 1099 contractors and generates the forms you need at tax time
Separates business and personal expenses intelligently for mixed-use accounts
Compare your finances month-over-month and year-over-year with visual reports

Mobile App

Works on both iPhone and Android with a single, consistent experience
Log in securely with Face ID or fingerprint, no passwords to remember
Point your camera at a receipt and the data is captured instantly
Tracks your drives automatically and logs business miles for tax deductions
Push notifications keep you on top of budget alerts and upcoming bills

How We Built It

High-performance backend that handles thousands of requests without slowing down
Enterprise-grade database with automatic data isolation between users
Built-in caching layer so dashboards and reports load instantly
Real-time monitoring and alerting to catch issues before users notice them
Secure login system with different permission levels for individuals, businesses, CPAs, and admins
Subscription billing through Stripe and Apple In-App Purchases

More work

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