HiCharlie FinTech Chatbot
An AI-powered financial advisor chatbot that turns spreadsheet data into conversational cash-flow, expense, and business finance insights over WhatsApp.
A focused build for measurable operational impact.
Hebrew
primary user language
8
core product modules
Mongo
financial data store
Overview
HiCharlie gives Israeli small business owners and freelancers a Hebrew-first WhatsApp assistant that connects to Google Sheets, indexes financial records, and answers business finance questions conversationally.
Challenge
Small business owners often manage finances in spreadsheets but lack an affordable way to interpret cash flow, expenses, tax considerations, and recurring financial trends from that raw data.
Solution
Codetors developed an Express and React product with WhatsApp messaging, Google Sheets ingestion, MongoDB data models, OpenAI and Pinecone-powered retrieval, subscriptions, role-based auth, and admin monitoring.
Outcomes
Transformed spreadsheet records into searchable AI context for personalized financial conversations.
Delivered a WhatsApp-native experience aligned with how the target users already communicate.
Added subscription management, weekly reminders, API logging, and admin tools for operating the service.
Project visuals
Selected screens and visual assets from the project system.
More work
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