Kashify
A personal finance ledger you talk to. Send a WhatsApp message — "lunch 850" —
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
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
- WhatsApp capture — natural language → transactions via Neo (Claude). Handles
"café 1200", "cobré 50 lucas", ARS/USD, income vs. expense.
- 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).
- Web dashboard — balances, charts (Recharts), category breakdowns. PWA-installable.
- 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
WhatsApp (Meta Cloud API)
│ webhook
▼
Cloudflare Worker ──fast ACK──► Vercel Cron (signed: CRON_SECRET)
│
▼
Next.js API (App Router)
├─ Neo: parse / learn (Anthropic Claude)
└─ Ledger logic (installments, budgets, import)
│
▼
Supabase (Postgres + Row-Level Security)
every query scoped to the user
A Cloudflare Worker absorbs the WhatsApp webhook and the heavy work runs off a Vercel
Cron, so Meta always gets a fast 200 while parsing happens out of band.
Stack
Next.js 16 · React 19 · TypeScript · Tailwind v4 · Supabase (Postgres/RLS) ·
Anthropic Claude · Cloudflare Workers · WhatsApp Cloud API · Recharts · Fuse.js · Vercel
Run locally
npm install
cp .env.local.example .env.local # fill Supabase, Anthropic, WhatsApp keys
# apply supabase/migrations/* to your Supabase project
npm run dev # → http://localhost:3000
WhatsApp 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
