How it works
From raw ledger to trusted answer in three steps.
No data team required. Connect what you already have, and Rexfin does the modeling so the AI can be trusted with the question.
The pipeline
One pipeline, three checkpoints.
01
CONNECT
Authorize a source or upload a file. Nothing to rebuild.
02
MODEL
Your data becomes a structured, reconciled financial model.
03
ASK
Question the model in plain language and trust the answer.
In detail
01
Connect your data
- OAuth into QuickBooks, Xero, NetSuite, Sage, Plaid, or your warehouse.
- Or drag in Excel, CSV exports, and PDF statements.
- Rexfin maps accounts, dimensions, and periods into a single chart.
QuickBooks Xero NetSuite XLSX CSV PDF
One model Accounts mapped
1,204 / 1,204
02
Rexfin builds the model
- Metrics and segments are defined once and reconciled to the ledger.
- A deterministic engine computes rollups, ratios, and derived lines.
- Every figure keeps a link back to the source transactions.
| Line item | FY24 | FY25 |
|---|---|---|
| Revenue | 48,210 | 61,930 |
| Cost of sales | (29,340) | (36,470) |
| Gross profit | 18,870 | 25,460 |
Evidence · Cost of sales p.25
Ties out 36,470
03
Ask anything
- Retrieve figures, run calculations, and compare periods.
- Model what-if scenarios and watch dependent lines recompute.
- Every answer ships with its assumptions and lineage.
What drove the margin jump in Q3?
Gross margin rose 3.2pts on lower cost of sales p.24 and favorable mix in exports.
Computed · 2 sources
Book a demo
See your numbers tie out.
Book a 30-minute demo. Bring a question you can never answer fast enough, and we will model it live against real financial data.