Trezy

Trezy is a Finance tool that provides AI-powered cash flow forecasting and financial management for small businesses. It offers real-time P&L statements and multi-bank synchronization with a free plan available.

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At a glance

Pricing

Freemium · Paid

Free tier

Yes

API

Skill level

Non-technical

About

What is Trezy?

Trezy is an AI-powered financial management platform specifically designed for small and medium businesses. It offers comprehensive cash flow forecasting with up to 95% accuracy, analyzing historical transactions and seasonal trends to predict up to 12 months ahead. The platform provides real-time profit and loss statements with over 20 key performance indicators, alongside AI-powered document OCR and management. Users can connect to over 2,000 banks worldwide for multi-bank synchronization, ensuring a complete financial overview. Trezy also includes supplier cost intelligence, inflation tracking, and scenario planning for 'what-if' analysis, helping businesses save time and make data-driven decisions without switching between multiple tools.

Best used for

Ideal for small and medium business owners who need to accurately forecast cash flow, track real-time profit and loss, and manage financial documents efficiently. Especially valuable for those seeking an all-in-one platform to gain complete financial visibility and make informed decisions.

Common actions

forecast cash flow

manage finances

track expenses

analyze financial performance

plan financial scenarios

Capabilities

Key features

AI cash flow forecasting
Real-time P&L statements
AI document OCR
Multi-bank synchronization
Supplier cost intelligence
Scenario planning

Target Audience

small business ownersfinancial managersaccountantsentrepreneurs

Integrations

Not yet documented

Pricing & Plans

Freemium · Paid

Not publicly disclosed. Check trezy.io for current pricing.

FAQs

How accurate is Trezy's AI cash flow forecasting?

Trezy's AI cash flow forecasting achieves up to 95% accuracy. It analyzes historical transaction patterns, seasonal trends, and payment behaviors, learning from your data over time to provide increasingly accurate predictions for up to 12 months ahead.

How many banks can Trezy connect to?

Trezy securely connects to over 2,000 banks worldwide using PSD2/Open Banking protocols. This includes major banks across Europe, North America, and other regions, ensuring broad compatibility for users.

What is included in Trezy's free plan?

Trezy offers a free forever plan that includes core features such as connecting your bank account, tracking transactions, and managing documents. Advanced features like AI cash flow forecasting are available in paid plans.

Is my financial data secure with Trezy?

Absolutely. Trezy uses bank-level 256-bit encryption and complies with PSD2 regulations and GDPR. It only has read-only access to accounts, and credentials are never stored on its servers, ensuring data security.

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