Real-Time Cash Flow Tracking for SMBs

Stop the daily Excel update for your cash flow tracking. Trezy delivers real-time cash flow tracking via auto-sync with 2,000+ banks. Your cash flow tracking refreshes the second a transaction lands in your account — no more lag, no more uncertainty.

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Why real-time cash flow tracking?

Manual Excel-based cash flow tracking ages by the hour. The moment you finish updating your spreadsheet, three new transactions have already gone through your accounts. Your cash flow tracking is permanently behind reality — making real-time decisions impossible.

Real-time cash flow tracking changes the game: every bank transaction appears in your dashboard within minutes. You answer "How much cash do I have?" without opening 4 banking apps. You spot a check that didn't clear, a duplicate payment, a fraudulent transaction within the hour.

Live balances

Total cash visible at a glance, updated continuously. No reload, no manual export. Your cash flow tracking is alive.

Risk detection

Unusual transactions, duplicates, late payments: real-time cash flow tracking catches anomalies the moment they happen.

Unified dashboard

All your bank accounts on one screen. By entity, by currency, by purpose. Cash flow tracking finally consolidated.

How Trezy automates cash flow tracking

In 5 minutes: connect your banks via the secure PSD2 API, import 24 months of history, AI auto-categorizes your transactions. From that moment, your cash flow tracking runs continuously, with no further input from you. No CSV downloads, no manual entry, no Monday morning patch jobs.

Smart alerts complete the system: low balance, payment delay, unusual transaction. Your cash flow tracking pings you the moment something deserves attention. The rest of the time, you focus on running the business.

Multi-bank cash flow tracking

2,000+ connected banks

Barclays, HSBC, Lloyds, Revolut, Wise, plus 2,000 more in Europe, the US, and Canada. Real-time cash flow tracking on every account.

PSD2 secure connection

Read-only connection, bank-grade encryption, no credentials stored. Your cash flow tracking stays as secure as your bank account itself.

AI categorization

Each transaction is automatically classified across 400+ categories, 95% accuracy. Cash flow tracking by category, by client, by supplier — out of the box.

Mobile + desktop

iOS, Android, web app. Your real-time cash flow tracking goes wherever you do, from a client meeting to a Sunday morning at home.