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Refresh.me

Refresh.me

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by Refresh.me·Launched FinTech Software
ReviewAITools Score · 1086 reviews9.0

What is Refresh.me?

Refresh.me is an all-in-one personal financial management platform that helps users streamline their financial activities. It integrates with over 12,000 banks and financial institutions, allowing users to sync their bank accounts for a comprehensive view of their finances.

The platform provides tools to track spending, monitor investments, and manage credit scores. Users can receive detailed insights into their financial habits and set alerts for unusual spending.

Additionally, Refresh.me offers robust identity theft protection with insurance coverage and privacy management by removing personal information from data brokers.

Ideal for individuals seeking to consolidate and manage their financial health, Refresh.me provides a seamless, user-friendly experience to keep finances organized and secure.

Best for
FreelancersPersonal

Pricing

Starting at $20/month · Subscription

Features

27 features that make Refresh.me stand out.

  • Accounts Receivable
  • Accounts Payable
  • Security
  • Bank account sync
  • Transaction tracking
  • Investment tracking
  • Credit score monitoring
  • Identity theft protection
  • Privacy management
  • Spending alerts
  • Financial goals tracking
  • Historical performance

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Frequently asked questions

Is Refresh.me free to use?
Refresh.me does not currently offer a free tier or free trial. Pricing starts at $20 and depends on the plan you choose.
How much does Refresh.me cost?
Refresh.me starts at $20/month. Higher tiers add seat capacity, automation, integrations and enterprise-grade controls.
What does Refresh.me integrate with?
Refresh.me ships with an open API for custom integrations. The vendor also publishes connectors for common business systems on request.
Who is Refresh.me best suited for?
Refresh.me is built for teams who need to standardise the workflow it covers — typically growing companies who have outgrown spreadsheets but don't yet need enterprise-grade procurement suites. The exact fit depends on company size, deal volume and compliance requirements.
How long does it take to onboard Refresh.me?
Most teams are live on Refresh.me within 2–6 weeks. Simpler implementations (small teams, default workflows) can be done in days; large enterprise rollouts with custom approval chains and ERP integration take longer.

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