Trezy

Trezy is an AI-powered cash flow management platform designed specifically for small businesses, helping streamline financial operations.

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About Trezy

Trezy simplifies managing cash flow for small businesses with real-time monitoring, predictive financial forecasts, and intelligent transaction categorization. Connect your bank accounts, receive instant alerts, and gain actionable insights to improve financial decision-making. Designed to be user-friendly, Trezy helps small business owners optimize cash flow and enhance financial performance efficiently.

How to Use

Start with a free 7-day trial or schedule a demo. Connect your bank accounts to Trezy for real-time balance tracking. The AI automatically categorizes transactions and provides financial forecasts to support your business decisions.

Features

Intelligent transaction categorization

Secure document management

Actionable financial insights

Real-time cash flow monitoring

Automated bank reconciliations

Predictive financial forecasting

Use Cases

Benchmark financial performance against industry peers

Identify operational efficiency opportunities

Track cash flow across multiple accounts

Model various financial scenarios

Consolidate all bank balances in one dashboard

Best For

Small business ownersRetail businessesConsulting agenciesRestaurants and cafesStartupsFreelancers

Pros

Automatically categorizes transactions and reconciles accounts

Provides accurate financial forecasts

Supports unlimited users for team collaboration

Simplifies cash flow management process

Delivers real-time financial insights

Helps improve decision-making

Cons

Industry benchmarking feature launching soon

Requires bank account connections

Estimate accuracy depends on available data

Pricing Plans

Choose the perfect plan for your needs. All plans include 24/7 support and regular updates.

Full Feature Annual Plan

€32.50 per month

Billed annually, unlimited users, access to all features, guided setup, and live support during business hours.

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Full Feature Monthly Plan

€39 per month

Unlimited users, full feature access, personalized onboarding, live customer support, cancel anytime.

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Frequently Asked Questions

Find answers to common questions about Trezy

How does Trezy generate my financial reports before my accountant?

Trezy uses a proprietary algorithm trained on millions of accounting entries to estimate monthly financial performance from cash transactions, enabling early insights even without full accounting data.

Can Trezy replace my accountant?

No, Trezy is a complementary tool. We recommend continuing to work with your accountant, especially during complex financial or legal situations. Our platform provides insights to support better business decisions.

How accurate are Trezy’s financial estimates?

The accuracy depends on the data you provide. Sharing past accounting data or connecting your accounting tools improves precision. If only cash transactions are available, estimates still give a good overview of profitability.

Why is Trezy more affordable than other financial tools?

Trezy offers advanced AI-driven insights without the high costs of traditional accounting automation or basic forecasting tools. This allows us to provide powerful features at a lower price point.

What are the main benefits of using Trezy for small businesses?

Trezy streamlines cash flow management, offers real-time financial insights, automates transaction categorization, and supports predictive forecasting, helping small businesses make smarter financial decisions.