CollectAI

AI-Powered Invoice Collection Platform for MSMEs and Freelancers

CollectAI is a SaaS platform designed to help small businesses, agencies, and freelancers manage invoices and recover payments efficiently. The platform automates invoice tracking, payment reminders, and collection workflows, reducing the time spent chasing unpaid invoices.

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Problem Statement

Many MSMEs struggle with delayed payments and unpaid invoices. Business owners often spend significant time manually following up with clients through emails and messages, leading to cash flow issues and operational challenges.

CollectAI aims to solve this problem by providing a centralized platform for invoice management and automated payment collection workflows.

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Features

Completed Features

• User Authentication (JWT)
• Secure Password Hashing (bcrypt)
• Protected Routes
• Create Invoice
• View All Invoices
• View Single Invoice
• Update Invoice
• Delete Invoice
• User-Specific Invoice Management
• MongoDB Database Integration

Planned Features

• Dashboard Analytics
• Email Reminder Automation
• WhatsApp Reminder Automation
• AI-Generated Follow-Up Messages
• Razorpay Payment Integration
• Cash Flow Tracking
• Reminder Scheduling with Cron Jobs
• Payment Recovery Analytics

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Tech Stack

Frontend

• React
• Vite
• Tailwind CSS

Backend

• Node.js
• Express.js
• JWT Authentication
• bcryptjs

Database

• MongoDB
• Mongoose

Integrations (Planned)

• OpenAI
• Razorpay
• Twilio WhatsApp API
• Nodemailer

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Project Structure

server/
│
├── config/
├── controllers/
├── middleware/
├── models/
├── routes/
├── utils/
├── app.js
└── server.js

client/
│
├── src/
│   ├── components/
│   ├── pages/
│   ├── context/
│   ├── services/
│   └── App.jsx

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API Endpoints

Authentication

Method	Endpoint	Description
POST	/api/auth/register	Register a new user
POST	/api/auth/login	Login user
GET	/api/auth/me	Get current user

Invoices

Method	Endpoint	Description
POST	/api/invoices	Create invoice
GET	/api/invoices	Get all invoices
GET	/api/invoices/:id	Get invoice by ID
PUT	/api/invoices/:id	Update invoice
DELETE	/api/invoices/:id	Delete invoice

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Installation

Clone Repository

git clone https://github.com/CodeManBist/CollectAi.git

Backend Setup

cd server

npm install

Create a .env file:

PORT=5000
MONGO_URI=your_mongodb_connection_string
JWT_SECRET=your_secret_key

Run the server:

npm run dev

Frontend Setup

cd client

npm install

npm run dev

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Development Roadmap

Phase 1

• Authentication System
• Invoice Management

Phase 2

• Dashboard Analytics
• Email Notifications
• Reminder Scheduling

Phase 3

• OpenAI Integration
• WhatsApp Automation
• Razorpay Payments

Phase 4

• Deployment
• Performance Optimization
• Production Readiness

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Author

Sagar Bist

Full Stack Developer passionate about building scalable SaaS products and solving real-world business problems.

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License

This project is licensed under the MIT License.