
Operations & Management
Refresh.me: Your AI-Powered Financial Management Tool
Description Refresh.me is an all-in-one personal financial management platform that helps individuals and families streamline their finances. It integrates with over 12,000 banks and financial institutions, providing a comprehensive view of your financial health with tools for budgeting, spending insights, and robust identity theft protection.
Features
AI Financial Assistant: An AI-powered assistant that analyses your spending habits and provides personalised advice to help you save smarter.
All-in-One Dashboard: A centralised dashboard that consolidates all your bank accounts, credit cards, and investments into a single, clear overview.
Budget Manager: Effortlessly create and track budgets with real-time spending limits and alerts to help you stay on track.
Bill Management: The platform helps you keep track of all your upcoming bills and due dates, sending you timely reminders to avoid late fees.
Identity Theft Protection: Offers robust identity theft protection, including dark web monitoring and insurance coverage for peace of mind.
Privacy Management: The platform provides privacy controls to help you remove personal information from data brokers and protect your data.
Seamless Bank Integration: Integrates with over 12,000 banks and financial institutions for seamless connectivity and real-time updates.
Advantages & Benefits
Financial Clarity: The platform provides a clear, real-time overview of your finances, enabling you to make smarter, more informed decisions.
Security & Privacy: Your data is protected with bank-level encryption and robust security measures, including dark web scanning.
Time Savings: Automates tasks like spending tracking and bill reminders, freeing you up to focus on your financial goals.
All-in-One Solution: Combines budgeting, spending analysis, investment tracking, and identity theft protection into a single, affordable platform.
Personalised Insights: The AI assistant learns your habits and provides tailored recommendations, helping you to improve your financial wellness.
Ideal Customer Profile
Individuals and families.
Anyone who wants to consolidate and manage their financial health.
Users who prioritise privacy and robust identity theft protection.
People who need help with budgeting, spending insights, and financial goal setting.
Visit Website
Click here to visit Refresh.me
Active Offers or Deals
Refresh.me offers a 30-day free trial with no credit card required. You can also save money with an annual subscription.