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Trezy makes cash management a breeze!
Trezy is a smart & simple tool built to help small business owners better manage cash flow & financial performance.
Trusted by 2500 businesses
Retail
Restaurants
Agency
Cash flow management
Keep a pulse on your cash flow in real-time
Trezy is the smart & simple way to monitor your cash flow and cash balances across multiple sources.
Break-free from cash uncertainty
Forecast different scenarios, anticipate upcoming transactions, and get alerts when you’re off track.
All your bank balances in one place
Gain a clear picture of your true cash position by consolidating balances from multiple accounts.
Smart automations
Powered by an A.I. to pick up the “admin stuff”
Trezy’s performance suite provides the insights you need to take better financial decision and benchmark against your industry peers.
Predictive forecasting
Identify areas for operational efficiency with simple reports that present key financial ratios.
Smart categorisation
Trezy understands your banking data and will automatically categorise transactions based on it’s knowledge and your predefined preferences.
Auto-reconciliation
Trezy is capable of identifying when documents and transactions match and get these reconciled for you automatically.
Financial performance
Check in on your business’ financial health
Trezy’s performance suite provides the insights you need to take better financial decision and benchmark against your industry peers.
Assess how effectively your business operates
Identify areas for operational efficiency with simple to read reports that present key financial ratios.
Be clear on payable, receivable & cash flow coverage
Benchmark performance against the competition so you can continually adapt, improve & innovate.
“Trezy revealed I was barely breaking even. I was hiring too fast, so slowed down to focus on growing my customer base. Without Trezy, I'd have spotted the issue five months later!”
Danielle Fraudeau-Diomande, CEO
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.
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.