Unify Your Financial Data Across All Platforms
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.
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.
Automated Tagging
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.
Smart Filtering
Multi-dimensional filtering by date, amount, source, merchant, tags, and more. Save and share filter combinations.
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.
How Refinal.ai Works
Get up and running in minutes with our streamlined integration process. From connection to insights in four simple steps.
Connect Your Sources
Integrate with Stripe, Revolut, Coingate, traditional banks, and other payment platforms through secure API connections.
- OAuth-based secure connections
- Real-time data sync
- Multiple source support
Aggregate & Normalize
Our platform automatically aggregates transaction data from all sources and normalizes it into a unified format for analysis.
- Automatic data aggregation
- Smart normalization
- Duplicate detection
Analyze & Categorize
AI-powered categorization and tagging combined with powerful analytics tools give you comprehensive insights into your financial data.
- AI-powered tagging
- Custom analytics
- Advanced search
Monitor & Export
Track key metrics, set up custom dashboards, and export data in multiple formats for further analysis or reporting.
- Real-time monitoring
- Custom dashboards
- Multiple export formats
Supported Integrations
Connect with popular payment platforms and financial institutions