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Ledgerly

Ledgerly is an all in one real time financial planning and budgeting platform built at ScottyLabs’s TartanHacks 2026 at Carnegie Mellon University.

Ledgerly delivers proactive AI powered insights that help users avoid financial problems before they happen. Instead of reacting to overdrafts or missed payments, the system forecasts risk and recommends actions early.

Ledgerly was selected as the favorite project at TartanHacks by Agentuity, as highlighted in their recap
https://agentuity.com/blog/tartanhacks-2026-recap

Live Deployments

Frontend
https://ledgerly-ui-6x8o.vercel.app

Frontend Repo
https://github.com/jonathandunne/Ledgerly-UI

Backend API Swagger
https://ledgerly-production-5bbd.up.railway.app/api/schema/swagger-ui/

Backend Repo
https://github.com/adilsazeez/Ledgerly

Ledgerly AI Service
https://d24de138e8ec378e6.agentuity.run/

AI Repo
https://github.com/adilsazeez/ledgerly-ai

Pitch Deck
https://www.canva.com/design/DAHAra4vLP8/BlTk5DMllUzUYC3TzkLPSQ/edit

What Ledgerly Does

Ledgerly connects to financial accounts and analyzes

  • Transactions and spending patterns
  • Bills and subscriptions
  • Cash flow forecasts
  • Upcoming payments
  • Balance trajectories

AI agents then surface

  • Overspending alerts
  • Budget recommendations
  • Subscription cleanup suggestions
  • Low balance warnings
  • Payment timing guidance
  • Monthly projections

Business Model

Ledgerly is built around proactive financial intelligence.

Core value comes from premium AI driven forecasting and prevention tools including

  • Personalized financial risk detection
  • What if spending simulations
  • Automated savings strategies
  • Smart bill timing
  • Credit health monitoring

Future revenue paths include

  • Subscription tiers
  • Payment and transfer services
  • Financial product referrals
  • B2B analytics dashboards

The objective is simple help users save money before they lose it.

Tech Stack

Frontend

  • Next.js
  • TypeScript
  • Vercel

Backend

  • Django
  • Python
  • Railway

Database and Auth

  • Supabase

Financial Data

  • Plaid sandbox

Payments

  • Ripple

AI Agents

  • Agentuity

Developer Setup

This repository contains the Ledgerly frontend.

Frontend Setup

Prerequisites

  • Node.js 18 or newer
  • npm or pnpm
  • Supabase project
  • Plaid sandbox credentials
  • Backend running locally or deployed

Install

git clone https://github.com/jonathandunne/Ledgerly-UI.git
cd Ledgerly-UI
npm install

Environment Variables

Create a .env.local file

NEXT_PUBLIC_API_BASE_URL=http://localhost:8000

NEXT_PUBLIC_SUPABASE_URL=your_supabase_url
NEXT_PUBLIC_SUPABASE_ANON_KEY=your_supabase_key

NEXT_PUBLIC_PLAID_ENV=sandbox
NEXT_PUBLIC_PLAID_CLIENT_ID=your_plaid_client_id
NEXT_PUBLIC_PLAID_PUBLIC_KEY=your_plaid_public_key

Run

npm run dev

Visit http://localhost:3000

Backend Setup

Backend repo
https://github.com/adilsazeez/Ledgerly

Prerequisites

  • Python 3.10 or newer
  • pip
  • venv

Clone

git clone https://github.com/adilsazeez/Ledgerly.git
cd Ledgerly

Setup Virtual Environment

python3 -m venv env
source env/bin/activate

Install Dependencies

pip install -r requirements.txt

Environment Variables

Create a .env file in the project root

DJANGO_SECRET_KEY=your_secret_key
DEBUG=True

SUPABASE_URL=your_supabase_url
SUPABASE_SERVICE_KEY=your_supabase_service_key

PLAID_CLIENT_ID=your_plaid_client_id
PLAID_SECRET=your_plaid_secret
PLAID_ENV=sandbox

DATABASE_URL=postgres_connection_string

AGENTUITY_URL=ai_service_url

Run

python manage.py migrate
python manage.py runserver

Backend runs at http://localhost:8000

Contact

For questions, demos, or collaboration reach out to:

About

ledgerly-ui.vercel.app

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Readme
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