trezy
Trezy is an AI-powered financial management platform for small and medium businesses that provides real-time cash position tracking, AI forecasting up to 12 months, automated P&L and KPIs, document OCR, multi-bank syncing, and supplier cost intelligence.
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Quick Overview
Best for: Finance
What it does
Finance software for decision-makers comparing workflow fit and alternatives.
Best fit
Finance
Pricing snapshot
Free from Free
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trezy
Trezy is a unified financial management platform built for small and medium-sized businesses. It consolidates bank accounts, transactions, documents, and accounting data to give real-time visibility into cash position and automated financial reporting. The platform emphasizes AI-driven automation — including transaction categorization, OCR for invoices and receipts, and predictive cash-flow forecasting up to 12 months — to reduce manual work and provide actionable financial insights for owners, finance teams, and external CFOs.
Trezy targets busy entrepreneurs and finance professionals who want instant cash visibility, scenario planning, and streamlined financial operations without relying on spreadsheets. The product includes cash flow forecasting, automated P&L and KPI tracking, multi-bank synchronization, document management, supplier cost intelligence, and interactive break-even analysis.
Trezy is a cash flow management tool for small businesses using AI.
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Claim this listing for $29Key Features
Cash Flow Management & Forecasting
Real-time cash position tracking with AI-powered forecasting up to 12 months ahead, scenario planning, and alerts to anticipate cash shortfalls (claimed 95% forecast accuracy).
Performance Analytics & KPIs
Automated real-time P&L statements and 20+ pre-calculated KPIs with traffic-light health indicators, updating daily rather than monthly.
Document Management Hub (AI OCR)
AI-powered OCR to extract data from invoices and receipts with 99% accuracy, smart auto-filing, universal search, and audit-ready archives.
Transaction Management
Connects to 2,000+ banks worldwide via PSD2/Open Banking, daily sync, multi-currency support, and AI auto-categorization of transactions (95% accuracy).
Supplier Cost Intelligence
Real-time tracking of supplier inflation at the product level, historical spend analysis, alerts for price increases, and opportunities for procurement savings (claimed 5–15% savings).
Break-Even Calculator & Scenario Modeling
Interactive break-even analysis with instant calculations and scenario modeling to understand revenue requirements and profitability impacts.
External CFO Offer
A plan for managing multiple client companies with P&L, balance sheet, KPIs, cash flow and AI forecasts included; priced per company.
Pricing
Free forever plan with core features — no credit card required; ready in under 5 minutes.
Free Forever Plan
Free- Core features
- No credit card required
- Connect your bank account and track transactions and documents
Paid Plans (advanced features)
Advanced features available in paid plans starting at €7.50/month (mentioned in FAQ)- AI cash flow forecasting
- Multi-bank sync
- Advanced reporting
External CFO Offer
€20/mo per company (yearly) or €25/mo per company (monthly) excl. VAT — minimum 3 accounts- P&L, balance sheet, KPIs, cash flow and AI forecasts for client companies
Use Cases
Restaurants
Manage seasonal fluctuations, track food costs, and forecast busy periods with precision.
E‑commerce
Track multi-channel revenue, manage inventory timing, and forecast sales peaks accurately.
SaaS
Monitor MRR, assess churn impact, and model runway scenarios for sustainable growth.
Manufacturing
Optimize production cycles, manage supplier payments, and forecast raw material needs.
Consulting & Professional Services
Track project revenue, manage retainers, and forecast utilization and cash flow per engagement.
Construction
Track project billing, manage subcontractor payments, and forecast material costs.
Integrations
Bank connections (PSD2/Open Banking)
Secure PSD2/Open Banking connections to 2,000+ banks worldwide for read-only syncing of account and transaction data.
Pennylane
Certified partner integration to sync accounting data for real-time cash flow forecasting and automated P&L.
QuickBooks
QuickBooks integration to combine accounting data with Trezy's AI forecasting and financial intelligence.
Benefits
Limitations
Claim this listing to add transparent limitations.
Frequently Asked Questions
What is Trezy and how does it help my business?
How accurate is Trezy's AI cash flow forecasting?
How many banks does Trezy connect to?
Is Trezy really free?
What makes Trezy different from other financial tools?
Is my financial data secure with Trezy?
Getting Started
- 1 Connect Your Bank: Link your bank account in seconds with secure read-only PSD2/Open Banking access; Trezy imports up to 24 months of transaction history.
- 2 AI Does the Work: Trezy's AI auto-categorizes transactions, extracts document data, and reconciles invoices to transactions.
- 3 Get Financial Clarity: View transactions, documents, P&L, KPIs, and cash forecasts in a unified dashboard; ready to use immediately.
Support
Documentation
Product documentation and resources available from the website (Documentation and Resources pages).
Demo
Demo requests and product tours are available (Demo link on site).
Customer support
Dedicated customer support during business hours (as stated on the site).
API
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