Financial modeling for AI
The reliable financial-modeling layer for AI.
rexfin turns your accounting and financial data into a structured model that ties out — so AI can retrieve figures, run exact calculations, and model what-if scenarios you can actually trust.
Connect → Model → Ask · numbers that reconcile
What was net revenue last quarter?
Reconciling…
Reconciles data from
- QuickBooks
- Xero
- NetSuite
- Sage Intacct
- Plaid
- Snowflake
- Excel / CSV
The problem
AI is happy to give you a number. Finance needs the right one.
Drop your financials into a general chatbot and it will confidently invent totals, lose track of definitions, and contradict itself from one question to the next. In finance, that is not a quirk — it is disqualifying.
The missing piece is a reliable layer between your data and the AI: a structured model where every figure is defined once, reconciles to the ledger, and is computed exactly. That is what rexfin builds.
How it works
Three steps from raw ledger to trusted answer.
Connect
Link QuickBooks, Xero, NetSuite, your warehouse, or drop in statements. rexfin maps every account, dimension, and balance into one place.
Model
We build a structured financial model — a reliability layer where figures reconcile to your ledger and calculations run on a deterministic engine.
Ask
Ask in plain language. The AI retrieves from the model, computes exact answers, runs what-if scenarios, and shows the lineage behind every number.
Why it's reliable
Built so the number is never the weak link.
Four design choices separate rexfin from “AI, but for spreadsheets.”
Explore the platform →- A reliability layer, not a chatbot
- The model is the source of truth. The AI is constrained to retrieve and calculate against it — so answers stay consistent across sessions and people.
- Deterministic math
- The language model decides what to compute. The arithmetic runs in an exact engine that reconciles back to your statements. No hallucinated totals.
- What-if in plain language
- “Freeze hiring,” “raise prices 8%,” “lose the top customer.” Every dependent line recomputes, and you compare scenarios side by side.
- Lineage on every figure
- Trace any number back through the model to the source transaction. Defensible in a board meeting, in diligence, and to your auditor.
Integrations
Plug into the systems your finances already live in.
- QuickBooks Accounting
General ledger, P&L, balance sheet sync.
- Xero Accounting
Chart of accounts and journals, continuously.
- NetSuite Accounting
Multi-entity ERP financials and segments.
- Sage Intacct Accounting
Dimensional GL and statutory reporting.
- Plaid Banking
Live bank balances and transaction feeds.
- Snowflake Data platform
Warehouse tables mapped to the model.
- BigQuery Data platform
Query revenue and usage data in place.
- Excel & CSV Spreadsheet
Drop in workbooks and exports.
- PDF statements Upload
Parse uploaded financial statements.
Use cases
One reliable model. Many questions answered.
FP&A on autopilot
Replace fragile spreadsheets with a live model that reconciles to your ledger and answers planning questions on demand.
Learn more Finance leadersWhat-if scenario planning
Model hiring freezes, price changes, or a downturn in plain language and watch every dependent line recompute.
Learn more CFOs & foundersBoard & investor reporting
Generate board-ready metrics and narratives from numbers that tie out — no last-minute spreadsheet archaeology.
Learn more FoundersFundraising & diligence
Stand behind your projections. rexfin shows the assumptions and the lineage behind every number in the model.
Learn moreSecurity & trust
Your financials are isolated, encrypted, and never used to train shared models.
How we handle your data →Questions
The things finance teams ask first.
How is this different from asking ChatGPT about my finances? +
General chatbots guess at numbers. rexfin builds a structured financial model from your actual ledger, then constrains the AI to retrieve and calculate against that model — so every answer is grounded, consistent, and traceable to a source.
Where does my data live and who can see it? +
Your financial data is isolated per organization, encrypted in transit and at rest, and never used to train shared models. See the Security page for the full picture.
Do I need to replace my accounting system? +
No. rexfin connects to the systems you already use — QuickBooks, Xero, NetSuite, Sage, your warehouse — or you upload statements directly. It sits on top as a reliability layer.
How accurate are the calculations? +
Calculations run through a deterministic engine, not the language model. The AI decides what to compute; the math itself is exact and reconciles back to your statements.
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.