InvoiceGenie

AI-powered invoice & expense management for freelancers and small businesses.

Built as a full-stack SaaS product with real authentication, Stripe payments, AI-powered insights, and production AWS deployment.

🚀 Live Demo →

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Features

Core

• User authentication with JWT + bcrypt (signup/login with validation)
• Client management — full CRUD with search & filter
• Invoice creation with dynamic line items, tax calculation, and status tracking
• Expense tracking with 9 categories and date management
• Payment recording — auto-created when invoices are marked as "Paid"

AI-Powered (Groq — Llama 3.3 70B)

• Financial insights — analyzes your income, expenses, and invoices to generate actionable advice
• Auto-categorize expenses — type a description and AI selects the right category

Billing & Monetization

• Three-tier subscription system: Free → Trial (14 days) → Pro ($9/mo)
• Stripe Checkout integration for payments
• Stripe Customer Portal for subscription management
• Feature gating — free users have limits on invoices, clients, expenses, PDF exports, and AI features

Dashboard

• 6 metric cards: Total Invoiced, Total Paid, Unpaid, Expenses, Profit, Clients
• Income vs Expenses bar chart (last 6 months)
• Overdue invoice detection with warning banner
• Recent invoices list with color-coded status badges
• Expenses breakdown by category

Other

• PDF invoice export with professional layout
• User profile with editable name, email, business name, currency preference
• Password change functionality
• Search & filter across invoices, expenses, and clients
• Multi-tenant — all data isolated per user

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Screenshots

Invoices

Profile & Subscription

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Tech Stack

Layer	Technology
Frontend	React 18 + Vite
Backend	Express.js (Node.js)
Database	PostgreSQL (AWS RDS)
AI	Groq API (Llama 3.3 70B)
Payments	Stripe (Checkout + Customer Portal)
Auth	JWT + bcrypt
Hosting	AWS EC2 (backend) + S3 (frontend)
Process Manager	PM2

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AWS Architecture

┌─────────────────────────────────────────────────────────┐
│                      Users (Browser)                     │
└─────────────────────┬───────────────────────────────────┘
                      │
          ┌───────────┴───────────┐
          │                       │
          ▼                       ▼
┌─────────────────┐    ┌─────────────────────┐
│   S3 Bucket     │    │   EC2 (t3.micro)    │
│   Static React  │    │   Express.js + PM2  │
│   Frontend      │    │   Backend API       │
└─────────────────┘    └────────┬────────────┘
                                │
                    ┌───────────┼───────────┐
                    │           │           │
                    ▼           ▼           ▼
          ┌──────────────┐ ┌────────┐ ┌─────────┐
          │ RDS Postgres │ │ Groq   │ │ Stripe  │
          │ (db.t3.micro)│ │ API    │ │ API     │
          │ 20GB SSD     │ │ (free) │ │         │
          └──────────────┘ └────────┘ └─────────┘

All services on AWS Free Tier:
- EC2 t3.micro: 750 hrs/mo
- RDS db.t3.micro: 750 hrs/mo + 20GB storage
- S3: 5GB storage

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Database Schema

users          clients         invoices         expenses        payments
─────          ───────         ────────         ────────        ────────
id (PK)        id (PK)         id (PK)          id (PK)         id (PK)
name           user_id (FK)    user_id (FK)     user_id (FK)    user_id (FK)
email          name            client_id (FK)   amount          invoice_id (FK)
password       email           invoice_number   category        amount
business_name  phone           status           description     method
currency       company         due_date         date            date
plan           created_at      items (JSONB)    created_at      created_at
stripe_id                      subtotal
created_at                     tax_rate
                               total
                               notes
                               created_at

Local Development

Prerequisites

• Node.js 20+
• PostgreSQL (or use SQLite version on sqlite branch)

Backend

cd backend
npm install
# Create .env with required variables (see below)
node server.js
# Runs on http://localhost:8000

Frontend

cd frontend
npm install
npm run dev
# Runs on http://localhost:5173

Environment Variables

JWT_SECRET=your-jwt-secret
GROQ_API_KEY=your-groq-api-key
STRIPE_SECRET_KEY=sk_test_your-stripe-key
STRIPE_PRICE_ID=price_your-price-id
STRIPE_PUBLISHABLE_KEY=pk_test_your-publishable-key
DB_HOST=localhost
DB_USER=invoicegenie
DB_PASSWORD=your-db-password
DB_NAME=invoicegenie

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Subscription Plans

Feature	Free	Trial (14 days)	Pro ($9/mo)
Invoices	5	Unlimited	Unlimited
Clients	3	Unlimited	Unlimited
Expenses	10	Unlimited	Unlimited
PDF Export	Limited	Unlimited	Unlimited
AI Insights	Locked	Included	Included
AI Categorize	Free	Free	Free
Dashboard	Free	Free	Free

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Project Structure

invoicegenie/
├── backend/
│   ├── server.js          ← Entire backend (Express + PostgreSQL)
│   ├── package.json
│   └── .env               ← API keys (not in repo)
├── frontend/
│   ├── src/
│   │   ├── App.jsx        ← Entire frontend (React)
│   │   ├── main.jsx
│   │   └── style.css      ← All styles (CSS variables)
│   ├── index.html
│   └── package.json
├── screenshots/
│   ├── screenshot-dashboard.png
│   ├── screenshot-invoices.png
│   └── screenshot-profile.png
└── README.md

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Skills Demonstrated

• Full-stack JavaScript (React + Express)
• PostgreSQL relational database design (5 tables with foreign keys)
• JWT authentication with bcrypt password hashing
• RESTful API design (20+ endpoints)
• LLM integration (Groq API for financial analysis)
• Stripe payment integration (Checkout + Customer Portal + Webhooks)
• PDF generation (PDFKit)
• AWS deployment (EC2 + RDS + S3)
• Multi-tenant SaaS architecture
• Responsive UI with CSS custom properties

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Built from scratch as a portfolio project demonstrating production-grade full-stack SaaS development.