DataTalked

Project Overview

DataTalked is a production-ready business intelligence SaaS platform that started as a Shadcn admin dashboard template and evolved into a comprehensive financial analytics solution. Built for the Convex + Resend Hackathon, it combines automated Stripe data synchronization with AI-powered conversational analytics and automated email reporting.

Key Features

🤖 RAG-Based AI Chat System

• Multi-Agent Architecture: Manager, Retriever, and Analyst agents working together
• Natural Language Queries: Ask "What's our MRR?" or "Show me revenue trends"
• 7 Structured Business Tools: MRR, revenue, customers, churn, LTV, CAC metrics
• Vector Search with Reranking: OpenAI embeddings for document retrieval
• Provenance Tracking: Every answer includes source metadata and confidence scores

🔄 Automated Stripe Synchronization

• 3-Tier Sync System: Hourly cron job, real-time webhooks, manual refresh
• Comprehensive Data: Payments, customers, subscriptions, disputes, refunds
• Background Processing: All data cached in Convex for fast queries
• Webhook Security: Signature verification and event ID logging
• Sync History: Complete audit trail with timestamps and status

📊 Real-time Analytics Dashboard

• Financial Metrics: Revenue, MRR, churn rate, LTV, CAC with growth indicators
• Interactive Charts: Revenue trends, customer acquisition, product performance (Recharts)
• Demo Data Mode: 580+ days of realistic financial data for testing
• Customer Segmentation: Analyze customers by behavior and value
• Product Analytics: Track top-performing products and services

📧 Automated Email Reports

• Flexible Scheduling: Daily, weekly, monthly, quarterly reports
• Beautiful Templates: React Email components with comprehensive metrics
• Smart Scheduling: 30-minute precision with timezone support
• Delivery Tracking: Email history with open rate monitoring (via Resend)
• Safe Deletion: Automatic cleanup of scheduled sends when reports are deleted

👥 Multi-Tenant Team Management

• Role-Based Access: Admin, Editor, Marketing, Viewer roles with granular permissions
• Team Switching: Seamless navigation between multiple organizations
• Clerk Integration: Secure authentication with JWT tokens and session management
• Team Settings: Stripe API configuration per team

Tech Stack

Technical Highlights

AI Chat Architecture

The chat system uses a sophisticated multi-agent approach where the Manager Agent analyzes query complexity, the Retriever Agent searches relevant documents using RAG, and the Analyst Agent executes structured business metric tools. All responses include provenance tracking with source citations and confidence scores.

Stripe Sync Strategy

Instead of making live API calls, DataTalked implements a three-tier synchronization system: hourly background cron jobs fetch all data, real-time webhooks handle instant updates, and users can manually refresh when needed. All data is cached in Convex, making dashboard queries extremely fast.

Demo Data System

The platform includes a comprehensive demo mode with 580+ days of realistic financial data (Jan 2024 - Aug 2025) generated using Faker.js. This enables users to fully explore features without connecting their Stripe account, and provides a testing environment for development.

Project Timeline

Start Date: September 2025
Status: 🔨 Work in Progress
Type: Personal Project

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