FinTech & Personal Finance
Personal Finance & Expense Management Platform
KhataLens
Next.jsReactFinance DashboardAnalyticsExpense Management
The Challenge
Personal finance management often becomes fragmented across banking applications, spreadsheets and manual tracking methods. Users struggled to monitor expenses, analyse spending habits, manage investments and organise shared trip expenses from a single platform while maintaining a clear overview of their financial health.
What We Built
KloudFirst designed and developed a comprehensive finance management platform that centralises expense tracking, transaction history, investment monitoring, trip expense management and financial analytics into a modern, easy-to-use dashboard with real-time visual insights.
Interactive finance dashboard with spending insights
Smart transaction history and expense categorisation
Investment portfolio tracking and analytics
Trip planning with shared expense management
Category-wise expense visualisation
Merchant and payment history tracking
Personalised financial insights dashboard
Responsive user experience across devices
Project Screens
KhataLens — Insights
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