Kashify

A personal finance ledger you talk to. Dictate "lunch 850" to an iPhone Shortcut and an AI agent ("Neo") parses it, categorizes it, and your web dashboard updates seconds later. No forms, no app to open. Built for people who juggle two currencies (ARS + USD) and think in Rioplatense Spanish.

Private beta · multi-user with per-user data isolation

🔗 Live demo · 🎬 2-min walkthrough

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Why

Expense tracking dies on friction. Kashify removes it: the capture surface is the chat app you already have open. Neo turns natural-language messages into structured transactions — the web app is for seeing your numbers, not data entry.

What it does

• Dictated capture — natural language → transactions via Neo (Claude), through an iPhone Shortcut hitting /api/neo/atajo. Handles "café 1200", "cobré 50 lucas", ARS/USD, income vs. expense. (A WhatsApp channel ran until 2026-10-31; Meta kept pulling the test number, so it was dropped and its worker deleted on 2026-11-05.)
• Neo learns — when it doesn't recognize a keyword it asks and remembers the keyword→category mapping (fuzzy-matched with Fuse.js) instead of guessing or burning tokens. A NEO_LLM_FALLBACK=false switch lets Neo run at zero LLM cost.
• Multi-currency ledger — ARS + USD side by side (the Argentine "dollar cushion" is a first-class concept, not an afterthought). The balance is cash in hand: a loan you make today lowers it, an old debt you just record doesn't (the debt form asks "did you hand over this money?"; see src/lib/debts/create.ts).
• Web dashboard — balances, charts (Recharts), category breakdowns. PWA-installable.
• Currency exchange — one movement records both legs (EUR 1.000 out → USD 1.100 in), shows the resulting rate, and never counts as spending or income.
• Installments (cuotas) — splits a purchase into scheduled monthly entries.
• Budgets & savings goals — period budgets and goal tracking.
• Bulk import — ingests monthly spreadsheets (xlsx/csv), including a category × month matrix that it unfolds into individual movements.
• Persistent appearance — per-user theme + icon prefs stored in the DB.

Architecture

iPhone Shortcut (dictation)
        │  POST /api/neo/atajo (shared key)
        ▼
                         Next.js API (App Router)
                          ├─ Neo: parse / learn (Anthropic Claude)
                          ├─ Ledger logic (installments, budgets, import)
                          └─ Vercel Crons (signed: CRON_SECRET) for digests & reminders
                                        │
                                        ▼
                         Supabase (Postgres + Row-Level Security)
                          every query scoped to the user

One engine serves every channel (src/lib/neo/engine): the web chat and the Shortcut are thin adapters over it.

Stack

Next.js 16 · React 19 · TypeScript · Tailwind v4 · Supabase (Postgres/RLS) · Anthropic Claude · Recharts · Fuse.js · Vercel

Run locally

npm install
cp .env.local.example .env.local    # fill Supabase + Anthropic keys
# apply supabase/migrations/* to your Supabase project
npm run dev                         # → http://localhost:3000

The Shortcut is optional for local dev — the web app and Neo's parsing work without it. See .env.local.example for the full variable list.

Status

Private beta (allowlisted users). Single-developer project — product, design, stack and infra by Francisco Remonda.

Repo: github.com/franremonda-cmyk/Kashify