Free
$0Free plan available.
Trezy simplifies cash flow management for small businesses. It offers real-time monitoring, predictive forecasting, and smart transaction categorization. Easily consolidate bank balances, receive timely alerts, and gain insights for better financial decisions. Trezy is a smart, straightforward tool built to help small business owners manage their cash flow and financial performance.
Begin with a 7-day free trial or book a demo. Connect your bank accounts to Trezy to consolidate your balances and monitor cash flow in real-time. The AI will then automatically categorize your transactions and generate predictive forecasts.
Trezy uses a proprietary algorithm designed to estimate monthly financial performance based on cash transactions. This algorithm is built on a dataset of 14 million accounting entries and 2 million cash transactions, and is used daily by accounting firms.
No, we are not replacing your accountant, and we strongly advise against skipping professional accounting services. Your accountant remains the best resource for navigating complex situations like fiscal audits or financial crises. Our tool provides financial insights to help you make more informed business decisions.
If we know your industry and receive your cash transaction data, we can provide a reliable estimation of your profitability. Accuracy improves as you provide more information; for instance, importing past accounting entries offers a more realistic view of your business. Additionally, connecting your existing invoicing or accounting software allows our algorithm to learn and adapt to your specific needs, aiming to provide more precise estimations than manual analysis.
Our competitors generally fall into two categories: 1. Cash flow forecasting tools that use little to no AI, rely on manual maintenance, and can provide a misleading view of profitability by focusing solely on cash flow. 2. Accounting tools that attempt to automate tasks but do not resolve your dependence on traditional accounting cycles, meaning you still wait for processed data and incur additional costs from your accountant.
Free plan available.
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