We have started testing in closed beta the automatic creation of transaction sub-categories based on transaction descriptions. With this improvement we hope to make the Trezy setup even faster and more accurate than ever!
Over the past few months we’ve talked to hundreds of our customers and small business owners. What was one of the most common things we heard? “I wish I could better understand how I’m doing compared to my business peers!”
Well from today, Trezy users now can!
Trezy lets you compare your financial performance against thousands of similar businesses across Europe. Allowing you to uncover insights that can help drive the growth and success of your own business. Or just give you the peace of mind that comes with knowing you’re on track!
Reach out to us today to request access to the beta!
We know Trezy is at its most powerful when you can feed it as much historical data as possible. Therefore we’ve made significant improvements to the experience of importing bank transactions.
The improved feature will now allow you to select and map the correct columns to import, set the import to and from dates based on the first and last dated transaction in the file, and preview what these transaction rows will look like.
Users can now also set the bank balance at the time of the “import from” date to ensure cash flow history displays correctly.
We’re continuing to improve the Trezy experience when browsing from Mobile! We’ve updated the mobile cash flow view to significantly improve users ability to analyse the charts and create/update their forecasts! More to come soon!
We have made several backend changes that will allow for more timely and useful user alerts and notifications such as a daily cash update and alerts for negative cash flow forecast.
We have made a number of significant changes to the design of Trezy when browsing from a mobile device.This includes a more polished sign up and sign in experience, a new mobile menu and major improvements to browsing and editing transactions.
Made improvements to company profiles on data.trezy.io to ensure they always display the latest available data from the French government.
Be a boss. Not an accountant.