Financial Intelligence for Everyone
Take control of your finances with AI-powered insights, real-time analytics, and comprehensive financial tools. Whether you're managing personal finances or building intelligent solutions for your business - we've got you covered.
Real-time Analytics
Financial Dashboard
AI Agents
Your Complete Financial Dashboard
All the tools you need to understand your money, track your wealth, and achieve your financial goals - powered by AI
Transactions
AI-powered transaction categorization with multi-bank CSV support and Plaid integration for automatic bank connectivity.
- ✓ Multiple CSV formats supported
- ✓ AI categorization (95% accuracy)
- ✓ Plaid bank account integration
- ✓ Custom keyword learning
Advanced Analytics
Deep dive into spending patterns with month-over-month, year-over-year comparisons, and merchant analysis.
- ✓ MoM & YoY comparisons
- ✓ Merchant spending analysis
- ✓ Heat maps & visualizations
- ✓ Weekend vs weekday insights
Spending Trends
Interactive charts showing seasonal patterns, trend analysis, and spending forecasting with export capabilities.
- ✓ Interactive visualizations
- ✓ Seasonal pattern detection
- ✓ Trend forecasting
- ✓ CSV export for reporting
Investment Portfolio
Real-time stock price tracking with interactive line and candlestick charts powered by Financial APIs.
- ✓ Real-time stock prices
- ✓ Candlestick & line charts
- ✓ Gain/loss tracking
- ✓ Portfolio Diversification Scoring
Net Worth Tracking
Comprehensive asset and liability tracking with goal setting, target dates, and projection calculations.
- ✓ Asset/liability aggregation
- ✓ Financial goal tracking
- ✓ Net worth projections
- ✓ Historical trend analysis
Budget Management
Category-based budgeting with rollover support, CSV analysis for budget suggestions, and month-over-month tracking.
- ✓ Category-based budgets
- ✓ AI budget suggestions
- ✓ Rollover support
- ✓ Progress tracking & alerts
Debt Management
Comprehensive debt analysis with payoff calculators, strategy comparison (avalanche vs snowball), and timeline charts.
- ✓ Debt health analysis
- ✓ Payoff calculators (loan & CC)
- ✓ Strategy comparison
- ✓ Interactive timeline charts
AI Assistant
Chat-based financial assistant powered by Generative AI with streaming responses and personalized recommendations.
- ✓ AI-powered insights
- ✓ Real-time streaming responses
- ✓ Personalized advice
- ✓ Markdown-formatted answers
Reports & Exports
Generate comprehensive financial reports and export your data in multiple formats for tax preparation and record keeping.
- ✓ Monthly/quarterly/annual summaries
- ✓ Tax-ready CSV & PDF exports
- ✓ Custom date range reports
- ✓ Charts & visualizations included
Simple, Affordable Pricing
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Everything You Need
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Development Services
Expert fintech platform development with AI integration and production infrastructure
Fintech Dashboard Development
Build comprehensive financial management platforms with bank integrations, AI-powered insights, and portfolio tracking.
- Multi-bank CSV parsing
- Transaction categorization (AI-powered)
- Budget tracking & analytics
- Investment portfolio management
- Debt analysis & payoff calculators
Plaid Banking Integration
Secure OAuth-based bank account connectivity with transaction fetching and real-time data synchronization.
- Plaid Link OAuth implementation
- Multi-account support
- Transaction data normalization
- Webhook handling
- PCI compliance considerations
AI Integration & Custom Solutions
Generative AI, custom integrations, and intelligent automation with LLM models tailored to your business needs.
- Chat assistants (streaming SSE)
- Content generation & document analysis
- PDF/image scanning (Vision API)
- Transaction categorization & insights
- Custom model training & API integration
Data Analytics & Visualization
Transform complex financial data into clear, actionable insights with interactive dashboards, charts, and real-time reporting.
- Interactive dashboards
- Real-time data processing
- Custom reporting & exports
- Trend analysis & forecasting
- Heat maps & visual analytics
AWS Production Deployment
Production-grade infrastructure with auto-scaling, load balancing, and comprehensive monitoring for reliable, high-availability systems.
- Container orchestration & deployment
- Load balancing (multi-region high availability)
- Auto-scaling based on demand
- Real-time monitoring & alerting
- Enterprise SSL/TLS security
Backend Development & Database Engineering
Enterprise-grade backend architecture with robust database design, comprehensive testing, and optimized performance for scalable applications.
- MySQL/PostgreSQL database design & optimization
- Complex schema architecture & migrations
- API development (REST, webhooks)
- Comprehensive automated testing
- Query optimization & indexing
Project Pricing
Final pricing depends on scope and complexity. Schedule a free consultation for a detailed quote.
Small Projects
Single features, integrations, or focused dashboards
- ✓ Plaid integration
- ✓ AI features
- ✓ Analytics dashboards
- ✓ 2-4 week delivery
Medium Projects
Multi-feature platforms with full integrations
- ✓ Complete fintech dashboards
- ✓ Multiple integrations
- ✓ AWS deployment
- ✓ 1-3 month delivery
Enterprise Projects
Complete platforms, government contracts, compliance-focused
- ✓ Full-scale platforms
- ✓ Government contracting
- ✓ SOC 2 compliance
- ✓ Dedicated support team
Not sure which tier fits your project?
Schedule a free 30-minute consultation to discuss your needs and get a detailed quote.
Schedule Free ConsultationAbout Smata Systems
Smart Data Systems - Empowering Financial Intelligence
At Smata Systems (Smart Data Systems), we believe everyone deserves to understand their finances. We built a comprehensive financial dashboard to help individuals and families take control of their money through AI-powered insights, real-time analytics, and intelligent automation. Because we understand the power of financial data firsthand, we also help businesses build the same intelligent financial solutions for their customers.
Our Mission
Empower individuals and businesses to make smarter financial decisions through intelligent data analysis and AI-powered insights.
Our Vision
A world where financial clarity is accessible to everyone - from individuals managing personal budgets to businesses building intelligent fintech platforms.
Our Technology
Connect Your Data
CSV upload or Plaid bank sync
AI Categorization
Intelligent transaction analysis
Visual Insights
Interactive charts & dashboards
Smart Decisions
Take control of your finances
Get In Touch
Ready to transform your business with AI? Let's talk.
Email Us
info@smatasystems.com
Call Us
+1 (555) 123-4567
Visit Us
123 Innovation Drive, Tech City