55 Main Street, 3rd Floor, New York City

+1800900122
support@gmail.com
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Perfecting Digital Services

Fine-tune your Coreit theme settings to match your business needs. Whether you're offering consulting, digital services, or professional solutions, customize layouts, typography, colors, and more to create a seamless user experience

Need help? Call Us: +1800900122
Just Mail Us: support@gmail.com
Just Mail Us:

55 Main Street, 2nd Blok, 3rd Floor, New York City

Copyrights © 2025 CoreIT All Rights Reserved.
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Get Started
icon
×

Perfecting Digital Services

Fine-tune your Coreit theme settings to match your business needs. Whether you're offering consulting, digital services, or professional solutions, customize layouts, typography, colors, and more to create a seamless user experience

Need help? Call Us: +1800900122
Just Mail Us: support@gmail.com
Just Mail Us:

55 Main Street, 2nd Blok, 3rd Floor, New York City

Copyrights © 2025 CoreIT All Rights Reserved.
SaaS for Finance and Accounting

Description

The AI-Based Personal Finance Advisor is a smart financial assistant that leverages artificial intelligence and machine learning to help users manage their finances efficiently. The system provides personalized financial insights, automated budgeting, and investment recommendations based on user spending habits, income, and financial goals.

The key functionalities include:

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  • Expense Tracking: Automatically categorizes and tracks expenses from bank transactions.
  • Budgeting & Forecasting: AI-driven budgeting suggestions based on historical spending.
  • Investment Recommendations: Provides tailored investment advice based on risk appetite.
  • Goal-Based Savings Plans: Helps users set and achieve financial goals like home purchases or retirement planning.
  • AI Chatbot Assistant: Offers real-time financial advice through an AI-powered chatbot.
  • Fraud Detection & Alerts: Monitors transactions for unusual activities and alerts users in real-time.
The solution integrates with banking APIs, stock market data, and financial news sources to provide accurate and up-to-date recommendations.
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