Refresh.me
protects clients' sensitive financial data and digital identity with privacy management tools, ensuring secure, auditable data and deepening client advisory relationships.
Quick Info
- Website
- refresh.me
- Categories
- Finance & Analysis
Related Tools
Vena Solutions
empowers your team with Vena Copilot, an AI planning agent that runs driver-based planning and predictive forecasting directly in Excel via chat.
Macabacus
streamlines Excel and PowerPoint modelling and proofing so your team reduces spreadsheet errors, delivers polished client dashboards and improves advisory credibility.
KPMG Clara
applies AI agents to analyze 100% of data and automate substantive testing so your firm accelerates risk assessment and raises audit quality with precision."
Pecunio AI
connects to your finance software and forecasts runway, scenario-plans and delivers CFO-level insights so your firm raises advisory value and advances client profitability.