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The financial forecasting tool built for business owners

Trezy is the smart & simple way for business owners to forecast cashflow and understand their financial performance

business owner female

It's as easy as 1, 2... Trezy!

Trezy keeps your financial performance top-of-mind - so you can get back to business!
Just 10 minutes of setup = a lifetime of automated insights!

Step 1

Connect your bank account

In just a few click, Trezy securely connects to your bank account. All your transactions are loaded automatically, in real-time!

Categorise your bank transactions

Trezy remembers the rules you set up, and automatically catogorises everything in the future! It's that easy!

Step 2

Automated financial insights!

You're good to go! Accurate cash flow & profit insights instantly, whenever you need them!

Step 3

Step 1

Connect your bank account

Automated & real-time cash flow insights that help you make better business decisions!

Categorise your bank transactions

Automated & real-time cash flow insights that help you make better business decisions!

Step 2

Automate your cash reporting!

Automated & real-time cash flow insights that help you make better business decisions!

Step 3

They trust us

no finance
skills required!

Bye bye spreadsheets.
Hello, Trezy!

Get your financial insights automatically. Without logging into tedious bookkeeping software, or laborious spreadsheets. And before your accounting is even processed!

Accounting, is slow.

Small businesses can no longer afford to wait for slow, regulated accounting processes to make decisions.

Profit & loss
in real-time.

24/7!

Get an overview of all your financial information at a glance.

How much profit did you make last month?
Did you spend too much on wages?
What is your gross margin?
Your answers are always in Trezy!

Cash flow
forecasting

By seamlessly & securely connecting to your bank account. All your transactions are automatically filed on your cash flow statement.

With Trezy, you can easily see the distribution of your cash outflows to help you reduce unnecessary expenses.

Thanks to the scenario mode, you can easily project your cash flow into the future according to your income forecasts.

Automated collection of invoices and receipts

Trezy automatically collects your receipts from 10,000 different tools like Uber, Amazon and Facebook.

Our intelligent algorithm understands each receipt and automatically links it to your bank transactions.

You can also create, send and track invoices directly from our system.

Depuis que nous avons commencé à utiliser Trezy, nous avons une visibilité en temps réel des performances pour chacun de nos restaurants. Une fois l'installation terminée, nous n'avons rien eu à faire d'autre que de transférer nos factures et nos reçus.

Frederic Lacroix
PDG de La Manufacture

Since we started using Trezy, we have real-time visibility of performance for each of our restaurants. Once the installation was complete, we didn't have to do anything other than transfer our invoices and receipts.

Frederic Lacroix
CEO of La Manufacture

Depuis que nous avons commencé à utiliser Trezy, nous avons une visibilité en temps réel des performances pour chacun de nos restaurants. Une fois l'installation terminée, nous n'avons rien eu à faire d'autre que de transférer nos factures et nos reçus.

Frederic Lacroix
PDG de La Manufacture

Depuis que nous avons commencé à utiliser Trezy, nous avons une visibilité en temps réel des performances pour chacun de nos restaurants. Une fois l'installation terminée, nous n'avons rien eu à faire d'autre que de transférer nos factures et nos reçus.

Frederic Lacroix
PDG de La Manufacture

Frequently asked questions

Question not answered? Feel free to get hold of us via the live chat :)

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.

Spend more time on your business.
Not your finances.

Be a boss. Not an accountant.

• No maintenance.
• No financial skills required.
• Set up in less than 5 minutes.