What Reftab does

Reftab is a cloud-based IT asset management SaaS founded in 2013 by Robert Hoyt and Michael Caslowitz and headquartered in New York. The platform is organized around five core modules — Hardware Asset Management, Software Asset Management, People Management, IT Spend Management, and Maintenance Management — operating as a unified system covering the full asset lifecycle from procurement and onboarding through maintenance, license renewal, and offboarding. Native iOS and Android applications with built-in offline-capable barcode and QR scanning are central to field workflows, and an open REST API plus webhook layer enables custom integrations.

The product is differentiated less by algorithmic novelty than by integration breadth: Reftab connects to MDM/RMM systems (Microsoft Intune, Jamf, Kandji, Mosyle, NinjaOne, FleetDM), identity providers (Okta, Microsoft Entra, SAML 2.0, SCIM), HR platforms (Workday, BambooHR, HiBob), ITSM tools (Jira Cloud, Zendesk), procurement partners (CDW, Dell, Lenovo, Apple Business Manager), and analytics destinations (Power BI, Google Data Studio). Browser extensions detect SaaS usage for shadow-IT visibility, and Chrome/Firefox plugins bring automated discovery alongside. SOC 2 Type II certification and GDPR compliance support enterprise and public-sector procurement requirements.

Reftab's revenue model is a freemium-plus-subscription construct: the free tier tracks up to 50 assets indefinitely with no credit card required, advanced features unlock via a 14-day trial, and paid tiers are quoted based on active asset count. Custom enterprise pricing is handled through a sales motion (phone: 646-780-0444), with discounts for non-profit and educational customers on annual billing. Go-to-market runs through three concurrent motions: product-led self-serve sign-up, inside and enterprise sales for mid- and upper-market deals, and an API-first developer channel. Customers span Technology/IT, Education (K-12 and universities), Construction, Non-Profit, and Healthcare verticals, with named enterprise accounts including Keywords Studios, Nuvve, Braintree Public Schools, Johns Hopkins University, Grand Canyon University, and Weifield Group. The company has been primarily bootstrapped since a 2020 TinySeed accelerator batch — its only disclosed funding event.

Name

Reftab

Legal name

Reftab

Website

https://reftab.com

Company type

Private

Founded year

2013

Operating status

Operating

Headcount range

1–10 employees

Short description

Reftab is a cloud-based SaaS platform that helps IT teams track hardware, software, equipment, and IT spend across their full lifecycle. Serving thousands of IT teams globally — across technology, education, non-profit, construction, and healthcare verticals — it combines five integrated modules with 40+ integrations to MDM, IdP, HR, and procurement systems.

Ownership category

akta.pro rank

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Personnel, Infrastructure, Marketing or Sales, Operations

Revenue model

1. Subscription - Asset-Based Tiers: Tiered subscription pricing based on the number of active assets being tracked. Free tier includes 50 assets forever. Paid tiers scale with asset count for larger organizations.
2. Non-Profit and Education Discounts: Special discounted pricing available for non-profit organizations and educational institutions, provided upon request via email.
3. Enterprise Custom Pricing: Custom pricing packages built during sales calls for enterprise customers with specific needs, based on asset count and feature requirements.

Pricing tiers

Go-to-market motion4 records

Distribution channels5 records

Marketing channels8 records

Core offering

Reftab is a cloud-based, all-in-one asset management platform that helps IT and operations teams track hardware, software, tools, equipment, and related IT spend in a single system. The product combines barcode/QR-code mobile scanning, automated check-in/check-out workflows, license and renewal management, employee onboarding/offboarding automation, and preventative maintenance scheduling. Revenue comes primarily from tiered, asset-count-based subscriptions offered on a freemium-to-enterprise scale.

Product overview

Reftab is a cloud-based asset management platform that offers five integrated modules: Hardware Asset Management, Software Asset Management, People Management, IT Spend Management, and Maintenance Management. The platform operates as a unified system where hardware and software tracking, employee onboarding/offboarding, maintenance workflows, and budget planning are consolidated into a single source of truth. Organizations can track assets from acquisition through deployment, usage, maintenance, and disposal with automated workflows, barcode scanning via mobile app, and integrations with MDM, IdP, HR, and procurement systems.

Differentiator

Problem solved

Functional benefit

Products and services

• Hardware Asset Management Centralized tracking of all hardware assets including devices, equipment, and peripherals across teams and locations. Features include asset tagging, barcode scanning, check-in/check-out systems, warranty tracking, and automated ownership verification.
• Software Asset Management Provides full visibility into software spend, license costs, and usage across the organization. Tracks license assignments, monitors utilization, manages renewals, and identifies unused or underutilized applications.
• People Management Manages employee onboarding and offboarding processes including equipment assignment, app access provisioning, and automated approval workflows. Syncs with HR systems like Workday, BambooHR, HiBob, and ADP.
• IT Spend Management Connects IT assets, employee requests, and budget planning in one platform to track and control IT spending. Includes purchase logging, historical spend data for audits, and financial reporting for tax planning and board-level reporting.
• Maintenance Management Tracks tools and manages equipment maintenance including calibrations, inspections, and usage. Features custom work orders, mobile barcode scanning, preventative maintenance scheduling, and automated alerts for maintenance tasks.
• Access Reviews Structured access-review workflows supporting SOC 2 and ISO 27001 compliance, letting administrators create review workflows, assign review owners, and document whether user access is maintained, revoked, or modified.

Quantifiable outcome

• Reftab saved Keywords Studios more than 50% of their tracking time for hardware
• +2 more outcomes

Named customers10 records

Segments6 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration35 records

Feature8 records

Partnerships

Six partnerships are on record, tiered core.

• Microsoft IntunecoreTechnology or IntegrationIntegration automatically syncs device details, ownership, and installed software from Microsoft Intune into Reftab, providing hands-free asset management.
• Jamf Pro / Jamf SchoolcoreTechnology or IntegrationReduces or eliminates manual data entry by syncing Apple computers and mobile devices into Reftab, automatically assigning devices to users.
• OktacoreTechnology or IntegrationIntegrates with Okta for seamless user sync, secure single sign-on (SSO), and tracking of SaaS applications connected through SSO.
• Microsoft 365coreTechnology or IntegrationSync Microsoft platforms including Office 365 with Reftab to centralize license management and track user assignments.
• Microsoft Entra IDcoreTechnology or IntegrationIntegrates with Microsoft Entra for seamless user sync, SSO, and tracking SaaS applications connected through SSO.
• WorkdaycoreTechnology or IntegrationIntegrating Reftab with Workday automatically syncs user data and creates tickets for onboarding or offboarding.

Scale indicators7 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Freshservice: Freshworks' IT service management (ITSM) and asset management SaaS, offering hardware and software asset tracking with strong integrations to Intune, Jamf, Okta, and other platforms Reftab also targets. Closest comparable in target customer (SMB to mid-market IT teams) and product breadth.
• ManageEngine AssetExplorer: Zoho's IT asset management product providing hardware and software asset lifecycle tracking, license management, and CMDB — competing directly with Reftab in the same buyer and use case.
• Asset Panda: Cloud-based asset tracking and management platform serving IT, education, and operational asset use cases with mobile barcode scanning — directly comparable functionality and customer verticals to Reftab.
• Snipe-IT: Open-source IT asset management tool with strong adoption among small IT teams for hardware and license tracking; competes with Reftab at the SMB and self-serve tier.
• InvGate Asset Management: ITAM and ITMS platform providing hardware and software asset tracking, license management, and integrations with monitoring and identity tools — directly comparable to Reftab in scope and pricing tier.
• Lansweeper: IT asset discovery and inventory platform that automatically discovers hardware, software, and network assets — overlapping with Reftab's automated discovery use cases for IT and security teams.

Broad incumbents

• Ivanti Neurons for ITAM: Enterprise-grade IT asset management module within the Ivanti Neurons platform, offering hardware/software lifecycle, license optimization, and deep ITSM integration — competing with Reftab primarily at the enterprise tier.
• ServiceNow IT Asset Management: Enterprise ITAM module bundled with the ServiceNow platform used by large enterprises for hardware/software lifecycle and CMDB — competing with Reftab where large customers are consolidating onto ServiceNow.
• UpKeep: CMMS and asset operations management platform with maintenance, work order, and parts tracking — competing directly with Reftab's Maintenance Management module for operational asset and tool tracking use cases.
• Jamf Pro: Apple-focused MDM platform offering device inventory, app management, and asset visibility — competing with Reftab in Apple-centric IT teams and overlapping through the same end-customer purchasing workflow.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/reftab
• LinkedInlinkedin.com/company/reftab

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds1 record

Investors1 record

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Reftab