SyPlan
Personal finance assistant on WhatsApp that lets users track spending through a simple, button-based conversation.
Project Overview
The Challenge
Make personal finance management effortless for people who find traditional finance apps complex and time-consuming.
Our Solution
We built a conversational assistant that lives inside WhatsApp, where users register expenses and income through interactive buttons and receive automatic summaries — with no new app to install.
Impact
Users gained day-to-day control of their finances directly in the app they already use every day, with recurring revenue secured through Stripe subscriptions.
Key Points
- Conversational experience with no learning curve
- Interactive buttons instead of typed commands
- Detailed monthly reports with charts
- Recurring subscriptions via Stripe
- Institutional landing page built with Next.js
Features
- Button-based WhatsApp interface
- Smart expense categorization
- Automatic monthly summaries and reports
- Secure subscription payments via Stripe
- Access and subscription control
- Direct customer support
Technologies Used
WhatsApp BotAINode.jsStripeNext.jsFirebase