Trezy logo
Paid 5.0 / 5 17.7k/mo Updated 1w ago

Trezy

Trezy is a cash flow management tool for small businesses using AI.

Curated by aiseekertools.com editorial team · Verified

About Trezy

Trezy — Trezy simplifies cash flow management for small businesses. It offers real-time monitoring, predictive forecasting, and smart transaction categorization. Easily consolidate bank balances, get timely alerts, and gain insights for better financial decisions. Trezy is a smart & simple tool built to help small business owners better manage cash flow & financial performance.

Top 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

Built for

Small business ownersRetail businessesRestaurantsAgencies

Key features

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

Pros & cons

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 the information provided
  • Industry benchmarking feature is coming soon

Pricing

Full Feature Plan (Annual)

€32.50/ month

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

Full Feature Plan (Monthly)

€39/ month

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

Company information

Trezy Company Trezy Company name
Trezy SAS . Trezy Company address: Keizersgracht 268, 1016 EV Amsterdam, Netherlands .
Trezy Login Trezy Login Link
https://app.trezy.io/users/sign_in
Trezy Sign up Trezy Sign up Link
https://app.trezy.io/users/sign_up
Trezy Pricing Trezy Pricing Link
https://www.trezy.io/pricing
Trezy Facebook Trezy Facebook Link
https://www.facebook.com/EasyTreasury/
Trezy Linkedin Trezy Linkedin Link
https://www.linkedin.com/company/easytreasury/

Frequently asked questions

How can you generate my financial reports before my accountant?

Trezy developed a unique algorithm that allows us to estimate monthly financial performance from cash transactions. Our algorithm is based on 14M accounting entries and 2M cash transactions. Accounting companies use us daily.

Are you replacing my accountant?

We are not replacing your accountant and we strongly recommend that you so not to take any shortcuts on this. When your company is in trouble or needs extra attention, your accountant is the best person to guide you through it (fiscal control, sanitary or financial crisis, etc.) Our tool gives you financial insights that will help you to make better business decisions.

How accurate is your estimate?

If we know your sector and only receive cash transactions from you, then we are able to provide a good estimation of your profitability and you will know if you are losing money or profiting. The more information you give Trezy, the more accurate our estimations will be. For example, if you (or your accountant) imports past accounting entries from your company, we'll have a more realistic viewpoint of your business situation. Also, if you already use tools to prepare your accounting or to do your invoices, we can connect them to our system so our algorithm keeps learning and adapting to better suit your needs. Our goal is to give you better estimations than what a physical person could ever give you.

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

Our competitors can be separated in two groups: 1. Cash flow forecasting tools: These tools use no or basic AI and are not learning from you. This means they heavily rely on maintenance. Besides, it is not recommended and can even be dangerous to manage your company only on cashflow as it can gives you a false view of your profitability. 2. Accounting tools that try to automate most of the work: These tools are not solving your dependance on accounting so you will always have to wait for it to be processed in order to get your finances. This will cost you extra from your accountant and doesn't change anything on what you can get from your current advisors.

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