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Trezy

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. All plans include 24/7 support.

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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Most Popular

Full Feature Monthly Plan

€39 per month

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

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FAQs

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.