Effortless cash flow management tool for businesses

Trezy is a simple-to-use cash flow management tool that provides the business insights you need - without all the admin.
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Monitor your cash position in real-time

Our cash flow tool consolidates bank balances from multiple accounts, eliminating the need to switch between apps.
Get started for free
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View all your bank balances in one place

Trezy will consolidate bank balances from multiple accounts so no need to hop between different apps.
Get started for free
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Take a look into your financial future

Trezy, a sophisticated financial forecasting tool, makes planning easy with automated smart forecasts
Get started for free
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With none of the tedious 'admin stuff'

Connect your bank account and let Trezy work its magic! It will categorise transactions, finds supplier/customer names and even generate performance ratios like gross margins!

All automatically. No setup or maintenance needed.

Goodbye busywork!
Get started for free
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You data is always secure

Trezy employs state-of-the-art data security protocols, including full compliance with the Payment Services Directive 2 (PSD2) standards, ensuring the highest level of protection for your financial data. Through robust encryption algorithms, secure authentication mechanisms, and continuous monitoring for suspicious activities, we prioritize the confidentiality, integrity, and availability of your information.
Trezy securely connects to over 7000 banks globaly
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Built for owners. Not accountants!

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Frédéric Lacroix
CEO, La Manufacture Group
"Since we started using Trezy, we have real-time performance visibility for each one of our restaurants.

Trezy was set up in no time, we almost didn't have to do anything to implement it. Our accountant is delighted. We don't lose invoices and receipts anymore.

It is the best cash flow management tool we used"
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Danielle Fraudeau-Diomande
CEO, Helacom
"Using Trezy, I realised that I was barely breakeven this year. I actually hired faster than I expected and I had to slow down and keep growing my customer base.

Without Trezy, I would have continued until the annual statement from my accountant in March 2022. I manage to take the decisions 5 months before that.."
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Spend more time on your business.
Not your finances.

Be a boss. Not an accountant.

• No maintenance.
• No finance skills required.
• Setup in less than 5 minutes.

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.