Refine

Finance tools you can build with Refine

14 ready-to-build workflows for Finance.
Pick a use case, connect your data, and ship.

Finance

14 internal apps for finance teams — revenue dashboards, expense approvals, invoice managers, and budget trackers connected to your real data.

AI Invoice Generator: Build a Custom Invoicing ToolBuild a custom AI invoice generator with Refine. Auto-populate line items from project data, detect duplicates, and ship a billing tool without lock-in.

Budget Tracker: Build a Custom Budget Management DashboardBuild a custom budget tracker to plan, monitor and report on departmental spend, connected to your own data, fully customizable.

Cash Flow Forecast: Build a Custom Finance ToolBuild a custom cash flow forecast with Refine. Connect your data, automate workflows, and ship an internal app without lock-in.

Collections Dashboard: Build a Custom Finance ToolBuild a custom collections dashboard with Refine. Track overdue invoices, automate follow-ups, and reduce DSO without per-seat lock-in.

Expense Approval Dashboard: Build a Custom Approval WorkflowBuild a custom expense approval workflow with multi-level sign-off, receipt uploads and audit trail, connected to your own backend.

Invoice Manager: Build a Custom Invoice Tracking ToolBuild a custom invoice manager to create, send, track and reconcile invoices, without third-party billing software costs.

Month End Close Tracker: Build a Custom Finance ToolBuild a custom month end close tracker with Refine. Connect your data, automate workflows, and ship an internal app without lock-in.

Payment Failure Dashboard: Build a Custom Finance ToolBuild a custom payment failure dashboard with Refine. Track failed charges, retry outcomes, and revenue recovery without per-seat lock-in.

Procurement Approval Workflow: Build a Custom Finance ToolBuild a custom procurement approval workflow with Refine. Route purchase requests through multi-level approvals, track spend against budgets, and close the books faster.

Profitability By Segment: Build a Custom Finance ToolBuild a custom profitability by segment dashboard. Break down margins by product, region, or customer tier without waiting on FP&A backlogs.

Purchase Order Tracker: Build a Custom Finance ToolBuild a custom purchase order tracker with Refine. Connect your data, automate workflows, and ship an internal app without lock-in.

Revenue Dashboard: Build a Free Custom Finance OverviewBuild a real-time revenue dashboard connected to your own data sources. Track MRR, ARR and growth metrics without BI tool costs.

Spend Anomaly Monitor: Build a Custom Finance ToolBuild a custom spend anomaly monitor that flags unusual transactions before month-end close. Catch budget overruns, duplicate payments, and category drift in real time.

Subscription Reconciliation: Build a Custom Finance ToolBuild a custom subscription reconciliation tool with Refine. Match invoices to payments, flag discrepancies, and close the books faster without per-seat lock-in.