Unified Financial Data Across All Platforms

Sales, card expenses, transfers, fees - see it all, be smart

AI-driven analytics and insights

Multiple data sources

Advanced search and filtering

Automated tagging and categorization

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Financial data aggregation from multiple sources

Built for fast growing, AI embracing businesses:

AI-Powered Insights

Just Ask Your Financial Data

No more digging through spreadsheets. Get instant answers with natural language queries.

Refinal AI Assistant

Always ready to help

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Total software spend: $12,450 across 8 vendors

•AWS: $4,200 (34%)
•Notion: $890 (7%)
•Figma: $720 (6%)

Ask anything about your financial data...

Monthly expensesTop vendorsFee analysisTrends

Everything You Need for Financial Analytics

Comprehensive tools and features designed to give you complete control and insights into your financial data across all platforms and sources.

Ask AI Questions on Your Financial Data

Get instant answers about your finances using natural language. Our AI understands your transaction history and provides actionable insights.

Natural language queries across all your data
Instant summaries and trend explanations
Smart recommendations based on spending patterns
Export AI-generated reports

View Everything in a Familiar Spreadsheet

All your transaction data displayed exactly like a human-curated spreadsheet. Sort, filter, and organize with the interface you already know.

Familiar spreadsheet-style data view
Custom columns and sorting options
Inline editing and bulk operations
Export to Excel, CSV, or JSON

Powerful Analytics & Predictions

From basic aggregations to advanced forecasting. Understand your past, analyze your present, and predict your future finances.

Sum, average, median, P95 calculations
Group by month, year, payment method, merchant
Revenue and expense projections
Trend analysis per tag or segment

Custom Metrics, KPIs & Smart Tagging

Define the metrics that matter to your business. Automatically categorize transactions with AI-powered tagging for deeper insights.

Create custom KPIs and track progress
AI-powered automatic transaction tagging
Hierarchical tag organization
Real-time metric dashboards

Your Financial Data, Connected

Aggregate data from all your sources into one powerful analytics hub

And Many More Capabilities

Powerful tools to manage, analyze, and secure your financial data

Multi-Source Aggregation

Connect and aggregate transaction data from Stripe, Revolut, Coingate, traditional banks, and more. Unified data in one platform.

Real-Time Analytics

Get instant insights with customizable dashboards, trend analysis, and comprehensive financial metrics across all your payment channels.

Advanced Search & Filtering

Powerful search with exclusion logic, phrase matching, and complex filtering. Find exactly what you need with intuitive query syntax.

Tagging Rules

AI-powered transaction categorization with hierarchical tag systems. Manual and automated tagging for perfect organization.

Custom Metrics

Create and track custom financial metrics with flexible calculation engines. Monitor KPIs that matter to your business.

Do Math Magic

Apply mathematical functions on your data—group by tags, calculate averages, sums, percentiles, medians, and more for deeper insights.

Data Export

Export filtered transaction data to CSV, Excel, or JSON. Full control over your financial data with comprehensive export options.

Enterprise Security

Bank-grade security with organization-based access control, JWT authentication, and encrypted data storage.

API Integration

Comprehensive REST API and Model Context Protocol (MCP) server for AI integration and custom application development.

Explore All Features

How Refinal.ai
Works

Get up and running in minutes with our streamlined integration process. From connection to insights in three simple steps.