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
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.
Xero connects to your bank.
Unlock its potential with our Xero tutorial.
Also, explore our RefreshMe vs Xero comparison!
Our Take
Its ease of use & vast integration options make it a powerful tool for small businesses. The real-time financial insights are a huge plus. While its starting price might be a bit higher for some, the features you get more than justify the cost.
Key Benefits
- Real-time cash flow: You can see exactly where your money stands 24/7, which helps you make smart business decisions.
- Bank reconciliation: Xero connects directly to over 16,000 financial institutions. This makes matching transactions a breeze.
- Invoice management: Send professional invoices & get paid faster. You can track unpaid invoices with ease.
- Expense tracking: Capture receipts on the go. Say goodbye to shoeboxes full of paper.
- Integrations: Xero links with over 1,000 business apps. This expands its capabilities.
- Customer support: They offer 24/7 online support. The software itself does not have a specific warranty, but continuous updates are provided.
Pricing
- Starter: $2.90/per month.
- Standard: $4.60/per month.
- Premium: $6.90/per month.
Pros
Cons
2. Puzzle IO
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!
Our Take
Its focus on real-time cash flow is also a big plus. However, as a newer solution, it might not have the long-standing reputation or as many integrations as some of the more established players, and its pricing model might quickly become expensive for rapidly expanding businesses.
Key Benefits
Here are some of its best features:
- Integrated spend management: Track and control all company spending.
- Corporate card management: Issue and manage virtual and physical cards.
- Automated expense processing: Capture receipts and categorize expenses easily.
- Invoice management: Handle accounts payable and receivable efficiently.
- Cash flow visibility: Get the real-time insights into your financial health.
- Integration with accounting software: Connects with popular accounting systems like QuickBooks and Xero.
Pricing
- Free: $0/month
- Basic: $21.25/month
- Starter: $42.50/month
- Pro: $85/month
- Advanced: Custom Pricing
Pros
Cons
3. Dext
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!
Our Take
This feature alone is a massive time-saver for any business. The seamless integration with major accounting software also makes it incredibly efficient. While the pricing structure can be a bit less transparent for individual users, its powerful automation capabilities make it a strong contender for expense management.
Key Benefits
- Effortless Receipt Capture: Take a picture of your receipt. Dext reads the data for you. It supports over 1,400 suppliers.
- Automated Data Extraction: It accurately extracts details like vendor, date, and amount, reducing errors.
- Integration with Accounting Software: Dext seamlessly connects with popular accounting platforms. This includes Xero and QuickBooks.
- Bank Feeds: Connect your bank accounts. This helps match transactions easily.
- Expense Reporting: Create detailed expense reports with just a few clicks. This simplifies reimbursements.
- Supplier Rules: Set up rules for recurring expenses. This automates categorization.
- Audit Trail: Every document has a clear audit trail, which helps with compliance. The software does not have a specific warranty, but continuous updates are provided.
Pricing
- Pricing starts at $24/month, with 250 documents per month.
Pros
Cons
4. Synder
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!
Our Take
Synder is awesome for e-commerce businesses. It’s incredibly helpful for managing online sales data. However, its focus is quite specific, so it might not be the best fit for everyone.
Key Benefits
- Automated Data Sync: Synder automatically records sales data from platforms like Shopify, Amazon, and Stripe directly into your accounting software, saving you hours of manual entry.
- Accurate Reconciliation: It ensures that all your transactions, including fees and refunds, are correctly categorized, making bank reconciliation simple and precise.
- Multi-Platform Support: Synder supports over 20 e-commerce and payment gateways. This covers most online businesses.
- Inventory Management can track inventory levels and the cost of goods sold, providing a clearer financial picture.
- Reporting: Generate detailed reports on sales, profits, and expenses to gain insights into your business performance.
- Customer Support: They offer responsive customer support. The software does not have a specific warranty, but continuous updates are provided.
Pricing
- Basic: $52/month.
- Essential: $92/month.
- Pro: $220/month.
- Premium: Custom Pricing.
Pros
Cons
5. Easy Month End
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!
Our Take
Easy Month End is a valuable tool for businesses looking to optimize their month-end close. However, its specialized focus might not appeal to everyone needing broader AI accounting help.
Key Benefits
- Automated Reconciliation: Reconcile accounts quickly. It reduces manual effort significantly.
- Centralized Data: All your financial data in one place. No more switching between spreadsheets.
- Workflow Management: Guides you through the month-end process. Ensures no steps are missed.
- Error Detection: Helps identify discrepancies. Catch errors before they become big problems.
- Reporting: Generate clear reports on your financial close status. This helps with audits.
- Integration: Connects with popular accounting software. This streamlines data flow.
- Time Savings: It reduces the time spent on month-end tasks, freeing up valuable time. Although the software itself does not mention a specific warranty, continuous updates are provided.
Pricing
- Small: $45/month.
- Company: $89/month.
- Enterprise: Custom Pricing.
Pros
Cons
6. QuickBooks
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 like having a financial assistant.
Unlock its potential with our QuickBooks tutorial.
Also, explore our RefreshMe vs QuickBooks comparison!
Our Take
QuickBooks is a solid and well-established accounting solution with some helpful AI features. However, if you’re looking for deep AI-powered automation, other options might be stronger.
Key Benefits
- Expense Tracking: Easily categorize & track all your business expenses. Link bank accounts for automatic imports.
- Invoicing & Payments: Create and send professional invoices. Accept online payments directly.
- Reporting: Generate a big range of financial reports. This includes profit and loss, balance sheets, and cash flow statements.
- Payroll Management: (Add-on) Manage employee payroll, taxes, and direct deposits.
- Inventory Management: Track inventory levels, costs, and sales. Essential for product-based businesses.
- Time Tracking: Log billable hours for projects or clients. Integrate with invoices.
- Tax Ready: Organize your books for tax season. It helps simplify filing. The software does not have a specific warranty, but continuous updates are provided.
Pricing
- Simple Start: $9.50/month.
- Essential: $14/month.
- Plus: $20/month.
- Advanced: $38/month.
Pros
Cons
7. Docyt
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!
Our Take
Docyt’s focus on automating document handling is impressive. However, the lack of clear pricing might be a drawback for some, and it seems best suited for businesses with a larger volume of transactions.
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.
- Bank & Credit Card Reconciliation: Connects with bank accounts. It helps reconcile transactions faster and with high accuracy (up to 99%).
- 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.
Pros
Cons
8. FreshBooks
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!
Our Take
FreshBooks is well-known for freelancers and service-based businesses. It excels in invoicing and project management. However, its AI accounting features are not as broad as some dedicated AI solutions.
Key Benefits
- Customizable Invoicing: Create professional, custom invoices in minutes. Send unlimited invoices.
- Online Payments: Accept credit card payments directly. Get paid up to 11 days faster.
- Time Tracking: Log your hours with a built-in timer. Easily add billable time to invoices.
- Expense Tracking: Capture receipts on the go. Link your bank account for automatic imports.
- Project Management: Collaborate with contractors or employees, track project profitability.
- Reports: Generate key financial reports. This includes Profit & Loss and Sales Tax reports.
- Mobile App: Manage your business from anywhere. Available on iOS and Android. No specific warranty is mentioned, but continuous updates are provided.
Pricing
- Lite: $10.50/month.
- Plus: $19/month.
- Premium: $32.50/month.
- Select: Custom Pricing.
Pros
Cons
9. Zoho Books
Zoho Books is an online accounting tool. It’s great for small businesses.
It lets you handle money from anywhere. It’s known for being quite affordable.
You can manage invoices, track expenses, and link your bank accounts.
It’s also part of a bigger family of Zoho products.
Unlock its potential with our Zoho Books tutorial.
Also, explore our RefreshMe vs Zoho Books comparison!
Our Take
It provides excellent value, especially for small businesses. Its integration with the wider Zoho ecosystem is a big plus. The only minor downsides are that some advanced features can take a little more time to master, and its payroll capabilities aren’t as robust as dedicated payroll services.
Key Benefits
Here are some of its best features:
- Invoicing and estimates: Create professional invoices and get paid faster.
- Expense tracking: Record and categorize all your business expenses.
- Bank reconciliation: Connects to your bank for easy transaction matching.
- Project billing: Track time and costs for specific projects.
- Inventory management: Manage your stock levels and items.
- Client portal: Allows clients to view invoices & make payments.
- Automated workflows: Set up recurring invoices & payment reminders.
Pricing
- Free: $0/month.
- Standard: $10/month.
- Professional: $20/month.
- Premium: $30/month
Pros
Cons
Buyers Guide
How did we decide which accounting software made our list?
We dug deep to give you the most reliable information. Here’s how we did our research:
- Pricing: We checked the cost of each product, including different plan tiers and any hidden fees. We also looked at what you got for each price point.
- Features: We explored each product’s best features. What made them stand out? Did they offer unique tools for invoicing, reporting, or integrations?
- Negatives: We looked for what was missing from each product or any common complaints. No software is perfect, so we aimed to be honest about the downsides.
- Support & Community: We investigated their customer support options, looking for responsive help and clear refund policies. We also checked if they had an active user community.
- Ease of Use: We considered how simple each software was to learn and navigate. Was the interface intuitive for new users? Could someone without a strong accounting background use it easily?
- Integrations: We examined how well each software program connected with other tools you might use. Did it seamlessly link with banks, payment processors, or other business apps?
- Scalability: We assessed if the software could grow with your business. Could it handle more transactions, users, or complex needs as your company expands?
- Security: We checked the security measures in place to protect your financial data. How well do they safeguard sensitive information from threats?
Wrapping Up
We hope this review of RefreshMe alternatives helps you find the right money manager.
We showed how this software offers many benefits.
They help you track spending and set budgets.
They also manage multiple currencies. Picking the right tool is vital for your financial health.
Our goal is to give you honest insights. We looked closely at each expense tracker.
We considered convenience, like Android apps and website access.
This means you can effortlessly manage your wallet and monitor investments anytime.
Choosing an efficient all-in-one tool helps you personalize your money habits.
You can then stay on top of your monthly expenditure.
Take charge and maximize your financial well-being.
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.
