T

Trezy

3.7
💬1
💲Paid

Trezy is a smart and simple cash flow management tool for small businesses, using AI to provide real-time monitoring, predictive forecasting, and automated financial tasks to enhance decision-making and financial performance.

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Platform
web
AIAccountingAutomated reconciliationBankingCash flow managementFinancial managementFinancial reporting

What is Trezy?

Trezy is an AI-powered cash flow management tool designed for small businesses. It simplifies financial management by offering real-time monitoring, predictive forecasting, and smart transaction categorization, helping business owners make better financial decisions and improve financial performance.

Core Technologies

  • Artificial Intelligence
  • Financial Algorithms

Key Capabilities

  • Real-time cash flow monitoring
  • Predictive financial forecasting
  • Smart transaction categorization
  • Automated reconciliation
  • Financial performance insights
  • Document management

Use Cases

  • Monitor cash flow across multiple sources
  • Forecast different financial scenarios
  • Consolidate bank balances in one place
  • Identify areas for operational efficiency
  • Benchmark performance against industry peers

Core Benefits

  • Simplifies cash flow management
  • Provides real-time financial insights
  • Offers predictive forecasting for planning
  • Automates transaction tasks saving time
  • Helps in making better financial decisions
  • Supports unlimited users for team access

Key Features

  • Real-time cash flow monitoring
  • Predictive forecasting
  • Smart transaction categorization
  • Automated reconciliation
  • Financial performance insights
  • Document Management

How to Use

  1. 1
    Start a 7-day free trial or book a demo
  2. 2
    Connect bank accounts to consolidate balances
  3. 3
    Monitor cash flow in real-time
  4. 4
    Let AI categorize transactions automatically
  5. 5
    Review predictive forecasting insights

Pricing Plans

Full Feature Plan (Annual)

€32.50 per month
Billed annually, unlimited users, access to all features, guided and personalized setup, live customer support during business hours.

Full Feature Plan (Monthly)

€39 per month
Unlimited users, access to all features, guided and personalized setup, live customer support during business hours, cancel at any time.

Frequently Asked Questions

Q.How can you generate my financial reports before my accountant?

A.Trezy uses a unique algorithm based on 14M accounting entries and 2M cash transactions to estimate monthly financial performance from cash transactions, used daily by accounting companies.

Q.Are you replacing my accountant?

A.No, Trezy is not replacing your accountant. We recommend not taking shortcuts; your accountant guides through crises. Our tool provides insights for better business decisions.

Q.How accurate is your estimate?

A.With sector knowledge and cash transactions, Trezy estimates profitability. More info (past accounting entries, connected tools) improves accuracy, aiming for better estimates than a person.

Q.How is it that you are much cheaper than your competitors?

A.Competitors are either basic AI cash flow tools needing maintenance or accounting automation tools that don't reduce accountant dependence, while Trezy offers efficient AI-powered insights.

Q.What features are included in the Full Feature Plans?

A.Both plans include unlimited users, all features, guided setup, and live customer support during business hours; annual billing offers lower monthly cost, monthly allows canceling anytime.

Pros & Cons (Reserved)

✓ Pros

  • Simplifies cash flow management
  • Provides real-time insights
  • Offers predictive forecasting
  • Automates transaction categorization and reconciliation
  • Helps in making better financial decisions
  • Unlimited users

✗ Cons

  • Requires connecting bank accounts
  • Accuracy of estimates depends on provided information
  • Industry benchmarking feature is coming soon

Alternatives

No alternatives found.