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Case Study · AI SaaS / Web App

WealthLoop — Gamified Net-Worth OS & AI Intelligence

Client / Project
TaskDrift In-House Product
Service Area
AI SaaS / Web App
Technologies
Next.js 14TypeScriptSupabaseGemini 2.5 AI SDKTailwind CSSFramer MotionRechartsRazorpayResend

Project Overview

A gamified personal finance and net-worth operating system built by TaskDrift as an in-house product to demonstrate full-stack SaaS capability: AI-assisted data ingestion, multi-tenant security, gamified retention mechanics, and subscription billing.

The Challenge

Traditional net-worth tracking forces users to choose between privacy-invasive screen scrapers that frequently break or tedious manual spreadsheets that users abandon within a week. Furthermore, showcasing client capabilities requires proving we can build secure, production-grade AI SaaS products end-to-end.

Our Solution

We engineered WealthLoop — a zero-credential, multi-modal AI financial document parser (Gemini 2.5) paired with a habit gamification engine (XP rewards, streak tracking, level progression, badges, RLS-secured leaderboards) and a wealth velocity simulator. Built on Next.js 14 App Router, Supabase Postgres with strict Row-Level Security, Razorpay webhooks for tier provisioning, and Resend for email notifications.

Measured Impact

0Bank Credentials Needed
< 2sAI Parsing Speed
Strict RLSData Security Model

Key Features Delivered

  • Multi-Modal AI Statement & Screenshot OCR (@google/genai)
  • Zero-Credential Privacy-First Architecture
  • Custom Gamification Engine (XP Math, Streaks, 10 Level Titles, Badges)
  • Multi-Tenant Security with Supabase Row-Level Security (RLS)
  • Wealth Velocity & FIRE Calculator Simulators (Recharts)
  • Razorpay Webhook Integration for Subscription Tiering
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