9 Best RefreshMe Alternatives for Your Business in 2025?

by | Last updated Sep 10, 2025

Most Featured
Xero Best
4.8
  • Account Dashboard
  • Invoice Template
  • Advanced Accounting
  • Business Snapshot
  • Automate Bill Entry
  • Free Trial Available
  • Paid Plans from $29/month
Best Value
Puzzle IO Best
4.5
  • Financial Insights
  • Tax Compliance
  • Bookkeeping Services
  • Partner Ecosystem
  • Accrual Automation
  • Free Plan Available
  • Paid plans from $42.50/month
Best Overall
Dext Best
4.0
  • Costs Inbox
  • Integration
  • Receipts & Invoices
  • Submission History
  • Automating Workflow
  • Free Trial Available
  • Paid Plans from $24/month
RefreshMe Alternatives

Feeling frustrated with accounting software that doesn’t quite fit?

Is RefreshMe falling short, making financial management a headache?

You’re not alone. Clunky interfaces or missing features can really slow you down.

Imagine accounting software that truly helps, making tracking intuitive and reports clear.

This article will show you the 9 best RefreshMe alternatives. Discover how these platforms can simplify your accounting, save time, and help your business thrive in 2025.

Find your perfect financial partner!

What Are the Best RefreshMe Alternatives?

Choosing the best accounting software is a big decision.

With so many options out there, how do you pick the best one for your business?

We’ve done the hard work for you.

Here’s our ranked list of the 9 best RefreshMe alternatives, designed to help you find the perfect fit to manage your finances.

1. Xero (⭐4.8)

Xero is an online accounting software popular with small and growing businesses.

It helps you manage money from anywhere and is known for being easy to use. If you’ve found other software clunky, Xero might be a breath of fresh air.

It’s built for collaboration, making it easy to work with your accountant.

Unlock its potential with our Xero tutorial.

Also, explore our RefreshMe vs Xero comparison!

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Our Take

xero CTA

Join 2 million+ businesses using Xero accounting software. Explore its powerful invoicing features now!

Key Benefits

  • Automated bank reconciliation
  • Online invoicing and payments
  • Bill management
  • Payroll integration
  • Reporting and analytics

Pricing

  • Starter: $29/month.
  • Standard: $46/month.
  • Premium: $69/month.
xero pricing

Pros

  • Great for managing invoices online.
  • Bank reconciliation is very efficient.
  • Lots of integrations are available.
  • The user interface is quite friendly.

Cons

  • AI features are somewhat limited compared to others.
  • Lower-tier plans have transaction limits.
  • Customer support can sometimes be slow.

2. Puzzle IO (⭐4.5)

Puzzle IO is an accounting tool that uses smart AI.

It helps businesses with financial planning.

It’s especially good for project-based work. You can bill clients based on time or materials.

It makes sending invoices simpler.

Unlock its potential with our Puzzle IO tutorial.

Also, explore our RefreshMe vs Puzzle IO comparison!

puzzle io homepage

Our Take

puzzle io CTA

Ready to simplify your finances? See how Puzzle io can save you up to 20 hours a month. Experience the difference today!

Key Benefits

Puzzle IO really shines when it comes to helping you understand where your business is headed.

  • 92% of users report better financial forecasting accuracy.
  • Get real-time insights into your cash flow.
  • Easily create different financial scenarios to plan.
  • Collaborate seamlessly with your team on financial goals.
  • Track key performance indicators (KPIs) in one place.

Pricing

  • Accounting basics: $0/month.
  • Accounting Plus Insights: $42.50/month.
  • Accounting Plus Advanced Automation: $85/month.
  • Accounting Plus scale: $255/month.
puzzle io pricing

Pros

  • Love the strong focus on planning.
  • Forecasting tools are impressive.
  • Real-time data is super helpful.
  • Collaboration features work quite well.
  • Interface feels pretty intuitive.

Cons

  • It might be overkill for very small setups.
  • Integration options could be broader.
  • Customer support response time varies.

3. Dext (⭐4.0)

Dext (formerly Receipt Bank) is focused on simplifying data entry.

It’s not a full accounting system itself. Instead, it works with other software, such as QuickBooks or Xero.

It helps you get receipts and invoices into your accounting faster.

Unlock its potential with our Dext tutorial.

Also, explore our RefreshMe vs Dext comparison!

dext homepage

Our Take

dext CTA

Ready to reclaim 10+ hours a month? See how Dext’s automated data entry, expense tracking, and reporting can streamline your finances. 

Key Benefits

Dext really shines when it comes to making expense management a breeze.

  • 90% of users report a significant decrease in paper clutter.
  • It boasts an accuracy rate of over 98% in extracting data from documents.
  • Creating expense reports becomes incredibly quick and easy.
  • Integrates smoothly with popular accounting platforms, such as QuickBooks and Xero.
  • Helps ensure you never lose track of important financial documents.

Pricing

  • Annually Subscription: $24
dext pricing

Pros

  • Super handy mobile app.
  • Receipt scanning.
  • Cuts down on paperwork.
  • Integration with Xero is seamless.
  • Keeps all expenses well-organized.

Cons

  • Reporting features are somewhat basic.
  • It’s not really focused on forecasting.
  • Occasional glitches in data extraction occur

4. Synder (⭐3.8)

Synder (formerly CloudBusiness) focuses on syncing e-commerce and payment data.

It connects your online sales channels to your accounting software.

Think Shopify, Amazon, Stripe, etc. This makes reconciliation much easier.

Unlock its potential with our Synder tutorial.

Also, explore our RefreshMe vs Synder comparison!

synder homepage

Our Take

synder CTA

Synder automates your accounting, syncing sales data seamlessly to QuickBooks, Xero, and more. Businesses using Synder report saving an average of 10+ hours per week.

Key Benefits

  • Automatic sales data synchronization
  • Multi-channel sales tracking
  • Payment reconciliation
  • Inventory management integration
  • Detailed sales reporting

Pricing

All the plans will be Billed Annually.

  • Basic: $52/month.
  • Essential: $92/month.
  • Pro: $220/month.
  • Premium: Custom Pricing.
synder pricing

Pros

  • Excellent for e-commerce businesses.
  • Automates sales data seamlessly.
  • Integrates with many online platforms.
  • Saves significant time on reconciliation.

Cons

  • Less relevant if you don’t sell online.
  • More focused on sales data than broader accounting AI.
  • Some users report a slight learning curve for setup.

5. Easy Month End (⭐3.6)

Easy Month End is a tool made to help accountants.

It makes the end-of-month process much smoother and helps you close your books faster.

This software focuses on making sure your numbers are right, saving a lot of time.

Unlock its potential with our Easy Month End tutorial.

Also, explore our RefreshMe vs Easy Month End comparison!

easy month end homepage

Our Take

easy month end cta

Elevate financial accuracy with Easy Month End. Leverage automated reconciliation and audit-ready reporting. Schedule a personalized demo to streamline your month-end process.

Key Benefits

  • Automated reconciliation workflows
  • Task management and tracking
  • Variance analysis
  • Document management
  • Collaboration tools

Pricing

  • Starter: $24/month.
  • Small: $45/month.
  • Company: $89/month.
  • Enterprise: Custom Pricing.
Easy Month End Pricing

Pros

  • Great for streamlining month-end tasks.
  • Improves the accuracy of financial records.
  • Helps teams collaborate effectively.
  • Offers good visibility into the closing process.

Cons

  • It might be overkill for very small or simple businesses.
  • Primarily focused on the month-end process.
  • Fewer integrations with other accounting software directly.

6. Sage (⭐️3.4)

So, Sage is a big name in the accounting world. They have been around for a while.

Their software uses AI to help with things like invoicing and bank reconciliation.

From small startups to large enterprises. It helps manage finances, payroll, and operations.

It’s a well-established name in accounting.

Unlock its potential with our Sage tutorial.

Also, explore our Refreshme vs Sage comparison!

Sage homepage

Our Take

Sage cta

Ready to supercharge your finances? Sage users have reported an average of 73% higher productivity and a 75% faster process cycle time.

Key Benefits

  • Automated invoicing and payments
  • Real-time financial reports
  • Strong security to protect data
  • Integration with other business tools
  • Payroll and HR solutions

Pricing

  • Pro Accounting: $66.08/month.
  • Premium Accounting: $114.33/month.
  • Quantum Accounting: $198.42/month.
  • HR and Payroll bundles: Custom Pricing based on your needs.
Sage Pricing

Pros

  • SiIt saves business owners valuable time.
  • Managing money becomes much more clear.
  • All your data stays well-organized.
  • Paying employees gets significantly easier.
  • Generating reports is now quick and simple.

Cons

  • The cost can increase with more features.
  • New users might need some time to learn.
  • Customer support can sometimes be slow.
  • Some advanced features cost extra money.

7. Docyt (⭐3.2)

Docyt is an accounting tool that uses AI. It helps automate many money tasks.

It’s great for getting financial data. Docyt can sort and check your books.

It makes accounting much simpler and faster.

Unlock its potential with our Docyt tutorial.

Also, explore our RefreshMe vs Docyt comparison!

Docyt

Our Take

Docyt

Ready to ditch the spreadsheets and save time? Docyt users report saving up to 20 hours per month on accounting tasks. See how Docyt can revolutionize your business!

Key Benefits

  • AI-Powered Automation: Docyt uses artificial intelligence. It automatically extracts data from financial documents. This includes details from over 100,000 vendors.
  • Real-time Bookkeeping: Keeps your books updated in real-time. This provides an accurate financial picture at any moment.
  • Document Management: Centralizes all financial documents. You can easily search and access them.
  • Bill Pay Automation: Automates the bill payment process. Schedule and pay bills easily.
  • Expense Reimbursement: Streamlines employee expense claims. Submit and approve expenses quickly.
  • Seamless Integrations: Integrates with popular accounting software. This includes QuickBooks and Xero.
  • Fraud Detection: Its AI can help flag unusual transactions. This adds a layer of security. There’s no specific warranty for the software, but continuous updates are provided.

Pricing

  • Impact: $299/month.
  • Advanced: $499/month.
  • Advanced Plus: $799/month.
  • Enterprise: $999/month.
Docyt Pricing

Pros

  • Very strong on automating document processing.
  • Can significantly reduce manual bookkeeping work.
  • Provides real-time financial data.
  • Integrates with major accounting platforms.

Cons

  • Lack of transparent public pricing.
  • It might be more complex than needed for very small businesses.
  • It could have a steeper learning curve initially.

8. FreshBooks (⭐3.0)

FreshBooks is an online accounting tool.

It’s built mainly for freelancers and small service businesses.

It helps you send invoices fast.

You can also track time spent on projects. It makes getting paid easier.

Unlock its potential with our FreshBooks tutorial.

Also, explore our RefreshMe vs FreshBooks comparison!

FreshBooks Introduction

Our Take

FreshBooks CTA

Tired of complex accounting? 30 million+ businesses trust FreshBooks to create professional invoices. Simplify your accounting software today!

Key Benefits

  • Professional invoice creation
  • Automated payment reminders
  • Time tracking
  • Project management tools
  • Expense tracking

Pricing

  • Lite: $2.10/month.
  • Plus: $3.80/month.
  • Premium: $6.50/month.
  • Select: Custom Pricing.
freshbooks pricing

Pros

  • Excellent for invoicing and payments.
  • Very user-friendly interface.
  • Good for freelancers and project-based work.
  • Offers helpful time-tracking features.

Cons

  • Accounting features are less comprehensive than some others.
  • AI capabilities are primarily focused on invoicing and organization.
  • Reporting features can be somewhat basic.

9. QuickBooks (⭐2.8)

QuickBooks is super popular. Lots of small businesses use it.

It helps you keep track of money, send invoices easily, and manage payroll.

It’s great for managing all your money tasks, like invoicing or tracking costs.

It’s a strong tool that can grow with your business.

Unlock its potential with our QuickBooks tutorial

Also, explore our RefreshMe vs QuickBooks comparison!

quickbooks homepage

Our Take

QuickBooks

Used by over 7 million businesses, QuickBooks can save you an average of 42 hours per month on bookkeeping.

Key Benefits

  • Automated transaction categorization
  • Invoice creation and tracking
  • Expense management
  • Payroll services
  • Reporting and dashboards

Pricing

  • Simple Start: $1.90/month.
  • Essential: $2.80/month.
  • Plus: $4/month.
  • Advanced: $7.60/month.
quickbooks pricing

Pros

  • Very widely used with lots of resources.
  • Good for basic accounting needs.
  • Integrates with many other apps.
  • Offers payroll services.

Cons

  • AI features are somewhat basic
  • It can become expensive as you upgrade plans.
  • The user interface can sometimes feel cluttered.

Buyers Guide

When conducting our research to find the best product, we used the following steps and factors to make our determination:

  • Defining the Market: We started by identifying the primary function of Refresh.me, which is personal finance software for managing personal finances. We then searched for refresh me alternatives and competitors, focusing on those that offered similar features and cater to the same audience. We also acknowledged that some users may be looking for accounting software alternatives, which have a different but related function, especially for managing business expenses.
  • Establishing Evaluation Factors: We developed a set of key factors to evaluate each product consistently. These factors were:
    • Pricing: We analyzed the starting price and various pricing plans, including any free trials or freemium options. We looked at the cost per month and what features were included at each tier, helping users identify unnecessary costs.
    • Features: We meticulously reviewed the features of each product. This included core functionalities like connecting with financial institutions, tracking all your transactions, bill reminders, and creating custom categories. We also looked for advanced features such as cash flow analysis, investment performance tracking, identity theft protection, and expense reporting for business expenses. We also considered AI features to help users gain insights and receive detailed insights.
    • Negatives: We sought out what was missing from each product, such as limitations on the number of linked bank accounts, a lack of certain reports, or a more manual effort required for certain tasks. We also looked for common user complaints to understand potential drawbacks.
    • Support or Refund: We investigated the level of support provided by each company, including community forums, customer service availability, and refund policies. We also checked for security and privacy management, as well as the ability of the company to protect user data and keep finances organized.
  • Data Collection: We gathered data from a variety of sources, including official company websites for their pricing and features, user reviews and testimonials, and third-party comparison sites. We also looked for articles and guides that discussed refresh.me alternatives to get a broad understanding of the market.
  • Analysis and Comparison: We used the data we collected to create a side-by-side comparison of the products. We analyzed how each product performed based on our evaluation factors, identifying which ones excelled at helping users save money, spot unusual spending, or reach their financial targeted goals with just a few clicks. We focused on clear reports and how a company could provide extra money for the user in the form of savings.
  • Final Recommendation: Based on our comprehensive analysis, we formulated our final recommendations, highlighting the strengths and weaknesses of each product and providing a clear path for buyers to choose the best solution for their needs, whether for personal finances or business expenses, and especially during tax season.

Wrapping Up

We’ve covered a lot of ground in our guide to Refreshme alternatives.

The right software offers powerful tools to improve your financial health.

By using these platforms, you can simply track account balances and manage recurring transactions.

This helps you meet your financial goals.

The best tools go even further. They let you monitor investments and improve your credit score.

Some even support multiple currencies, which is great for anyone with global finances.

These features are all about giving users a full picture of their financial well being.

Our goal is to help you find the best software for your needs and allowing users to make a fast movement.

We believe our research will help you make a smart choice and get your finances on the right track.

Frequently Asked Questions

Why should I look for RefreshMe alternatives?

Many seek RefreshMe alternatives for more features, better pricing, or specific needs. You might want an improved expense tracker or more secure options. Finding a perfect fit helps you track spending better.

What key features should I look for?

Look for good expense tracker tools, easy invoicing, and strong integrations. Check for mobile app access and how it helps you set budgets. Ensure it aligns with your financial needs and enables you to organize well.

Are there free RefreshMe alternatives available?

Yes, some RefreshMe alternatives offer free plans, like Wave. These are great for basic track spending and small needs. However, most full-featured software provides a cost for comprehensive tools and better support.

How do these alternatives ensure my financial data is secure and private?

Top RefreshMe alternatives use strong encryption to keep your personal information and bank data secure. They also follow strict privacy rules. Always choose software with a proven record of data protection.

Is it hard to switch from RefreshMe to a new accounting software?

Switching can be straightforward. Most RefreshMe alternatives offer tools to import your data. Many assist with the setup. This helps users move their finances more efficiently and with convenience.