Felipa is a personalized financial assistant that analyzes your money personality and transaction patterns to provide tailored financial recommendations. It helps users understand their spending habits and achieve their financial goals through AI-powered insights.

Felipa analyzes your responses to personality assessment questions and combines this with your transaction data to understand your financial behavior patterns and preferences. This creates a unique financial profile that helps tailor recommendations to your specific needs.

Felipa provides SMART (Specific, Measurable, Achievable, Relevant, and Time-Bound) recommendations focused on spending, saving, budgeting, and income. These recommendations include specific dollar amounts and actionable steps based on your transaction history and financial goals.

Felipa uses Plaid integration to securely connect to your bank accounts and analyze your transaction history. It categorizes transactions, identifies spending patterns, and monitors recurring expenses to provide comprehensive financial insights.

Felipa provides insights including monthly income analysis, spending trends, top spending categories, recurring expenses, and transaction anomalies. It also gives personalized recommendations based on your specific financial goals and personality type.

Felipa uses Plaid's secure API integration with bank-level encryption. The connection is established through Plaid Link, which uses end-to-end encryption and never stores your bank credentials. Access tokens are encrypted and stored securely in the database with proper access controls.

Felipa implements multiple security measures:
- Passwords are hashed using 'scrypt' with unique salts
- Database connections use SSL encryption
- Session management with secure cookies
- Access tokens are encrypted at rest
- API endpoints are protected with authentication middleware

Felipa uses a secure Postgres database with the following security features:
- Encrypted connections using SSL
- Prepared statements to prevent SQL injection
- Row-level security for user data isolation
- Regular database health checks
- Structured schema validation using Drizzle ORM

Sensitive data is managed through an internal Secrets system, which provides:
- AES-256 encryption at rest
- Regular key rotation
- TLS encryption in transit
- Secure access control for collaborators
- Environment-specific configuration management

Felipa implements secure transaction syncing through:
- Webhook authentication for real-time updates
- Cursor-based pagination for reliable data sync
- Transaction ID verification to prevent duplicates
- Access token validation before each sync
- Error handling and logging for sync issues