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.
01
Connect your data
Authorize a source or upload a file. Nothing to rebuild.
- 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.
02
Rexfin builds the model
Your data becomes a structured, reconciled financial 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.
03
Ask anything
Question the model in plain language and trust the answer.
- Retrieve figures, run calculations, and compare periods.
- Model what-if scenarios and watch dependent lines recompute.
- Every answer ships with its assumptions and lineage.
Book a demo
See your numbers tie out.
Book a 30-minute demo. Bring a question you can never answer fast enough — we will model it live against real financial data.