A unified React-based financial management platform integrating AI-powered chat, bank reconciliation, financial calendars, and automated ledger processing. The application provides seamless access to multiple financial workflows through a single interface.

Multi-module platform integrating AI chat, bank reconciliation, calendars, and ledger automation.

Technical Stack

• Frontend: React 18 with TypeScript, Vite build system
• UI/UX: Tailwind CSS, Lucide Icons, responsive grid design
• Visualization: Plotly.js for interactive charts and infographics
• State Management: React hooks with localStorage persistence
• API Integration: RESTful services with bearer token authentication

Platform Modules

AI Chat Interface: Natural language financial analysis with multi-modal support for text, charts, and HTML infographics in conversation threads

Bank Reconciliation: Interactive reconciliation interface with real-time matching results and manual review workflows

Financial Calendar: Comprehensive subscription, payable, and receivable tracking with date-based views and lifecycle management

Document Upload: Drag-and-drop multi-format file processing (PDF, Excel, JSON, CSV) with validation and progress tracking

Settings Management: Client configuration, system preferences, and multi-client context switching

Key Features

Unified Interface: Single dashboard consolidating all financial workflows with context-aware navigation between modules

Session Persistence: Multi-turn conversations with maintained context across sessions using localStorage

Real-time Updates: WebSocket integration with background tasks for long-running AI operations and reconciliation jobs

Responsive Design: Mobile-first adaptive layouts ensuring consistent functionality across tablets and smartphones

Multi-Modal Output: Seamless rendering of text responses, interactive Plotly charts, HTML infographics, and code execution results

Performance Metrics

• Sub-300ms response times for cached queries
• 99.5% uptime with robust error handling
• 100% TypeScript coverage for type safety
• Cross-browser compatibility across modern browsers