Updates
Trezy 3.0 is in public beta!
We're happy to announce the launch of the public beta of a redesigned Trezy! As an opt-out beta this means all new & existing accounts will automatically have access to these new views, and no action is required from the users end.
What's New:
- A clean, intuitive interface for a better user experience
- Improved navigation and presentation of your cash flow data
- Enhanced functionality for easier financial management
Since this is a beta test, your feedback is incredibly important to us. We value your insights and would greatly appreciate any comments or suggestions you have regarding the new features and design. Please don't hesitate to share your thoughts.
If, after testing the beta, you prefer to continue using the current version of Trezy, simply let us know, and we'll make the switch for you. Your satisfaction is our priority, and we want to ensure you have the best experience possible.
All current users existing data, including forecasts, reports, and connected bank accounts/transactions, will remain unchanged. The only difference is that it will be presented in the new, clean interface.
If you encounter any issues during your testing or have any questions, please reach out to us immediately. We're here to assist you every step of the way.
We hope you enjoy exploring the new cashflow views and find them beneficial for managing your finances more effectively.
- Fixed a small bug that was causing some users to be unable to manually recategorise transactions
- Added the ability for users to snooze alerts relating to the need to reauthenticate bank accounts.
- Users can now choose from multiple different open banking partners depending on their region and preferences. These include Plaid, Saltedge & Bridge.
- Fixed an issue that meant users were only able to export their P&L report for the current year.
- Identified and fixed an issue that was causing a poor performance of our automated transaction categorisation for some banks.
A new & improved way to sync up your bank!
We've recently made the decision to work with a new open banking partner - Plaid. This new integration will allow users to more easily connect to over 12,000 financial institutions across the UK & EU more seamlessly. And it’s of course fully compliant with the PSD2 compliant.
A new sign up experience!
In the first of a series of UI and UX improvements we will be making we’ve recently launched a brand new sign up experience. This is not just a facelift. The new sign up experience better flows into helping a user more easily set up their bank connection via plaid and will be the first step of a much improved onboarding experience.
Upping our game when it comes to auto-classification!
Over the few months we have been focusing hard on ensuring that Trezy has the fastest and most accurate banking classification technology on the market. So we’re happy to announce that in this period we have improved the classification accuracy from 60.99% to 95.69%! And we will continue to work on our algorithm to ensure we get closer to 100% accuracy in the future.
You can now analyse 700 business sectors across France!
We’ve recently launched some exciting changes to data.trezy.io. The database already provided free financial information and analysis on over 2 million companies across Europe and from today it allows you to analyse this data at the industry level.
Just like analysing an individual company, the industry analysis allows you to view a consolidated cash flow for those sectors, performance ratios and how it benchmarks against over industries.
This analysis is available for the French market at launch but we hope to expand this across Europe in the near future.
Head over to data.trezy.io/sectors to try out this new feature today.
Smart analysis of over 2 million companies with Trezy A.I.
We’ve made further improvements to data.trezy.io by adding an evaluation of every business in our database - generated with Trezy A.I.
Trezy will now give a condensed analysis of each business as well as recommendations to improve financial health and a comparison with other businesses in the same sector.
Head over to data.trezy.io to try it for yourself!
- Corrected an issue that was causing certain bank transactions for some users to be incorrectly categorised as “insurance”.
- Fixed an issue that meant filtering by account number was not displaying any results
It's cash flow on the go!
Over the past months we’ve been making significant improvements to the Trezy experience when browsing from mobile devices. Trezy's latest update brings u a practical solution for monitoring your finances on the go.
With our new mobile responsive cash flow views, you can effortlessly access and navigate your cash flow graphs using your smartphone or tablet. Enjoy a seamless experience across devices, ensuring you're always in control of your financial insights, wherever you are. Upgrade to the new Trezy and make informed decisions on the fly.
Data.trezy.io got a makeover!
For several months now, Trezy has provided free access to financial data from 2 million French companies. We've also upgraded our platform, enhancing the user experience and interface to offer new ways to visualize and analyze the data of these companies within their respective sectors. Today, you can easily compare the financial performance of your employer, suppliers, and customers based on four key ratios.
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- We fixed an issue in which some transactions that had had their categorisation overwritten by the user would revert back to Trezy’s original classification.
- Bank syncing errors - We fixed a bug with our open banking provider that was causing some accounts to stop syncing bank transactions
- Made improvements to automatic subcategory creation so they respect the language of each account's country.
- Improvements to the global transactions classifier.
- Rounding data when loading benchmarks page.
- Further design improvements to UI of importing transactions including improved transaction selection and previewing.
- We implemented new time series forecasting technology to improve the automatically generated monthly forecasting scenario.
- Improvement on default currency selection according to the country selected in the user profile.
- Add Polish Zloty to the list of currencies you can choose in the Trezy profile.
- Fixed a bug where Automatic invoice recognition doesn’t work when hundreds of invoices are imported at once.
- Fixed an issue where some of the words were not properly translated to English.
- Fixed an issue where some transaction descriptions incorrectly displayed as ‘XXX’.
Made several small improvements to automatic subcategory creation (beta) to ensure categories are only automatically created for relevant transactions
- Removed several redundant links and legacy features from the user settings view
- Further improved the Trezy classifier to increase the accuracy of transaction classifications for users with limited transactions or no manually categorised transactions
- Fixed a translations issue with the benchmarking feature to display industry names in French for users with French language preference.
Automatic Subcategory Creation (Closed Beta)
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!
- Fixed issues where the Trezy sign up flow would display in English for French users.
- We made small updates to the new benchmarking feature (beta) based on user feedback to ensure certain calculations displayed correctly.
- Fixed an issue that was causing transactions to be ordered incorrectly when sorting by amount.
- Fixed a small issue that was not allowing some users to bulk re-categorise transactions.
- Made a small UX fix to transaction categorisation to improve the update speed when choosing a new category.
- Fixed a bug that caused our classifier to return a category that has the opposite transaction type (inflow/outflow) than the analysed transaction.
Benchmarking is now in Beta!
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!
Importing transactions just got easier!
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.
- Further styling improvements to the cashflow screen on mobile - These improvements further improve the usability of the cash flow table on mobile screens.
- Fixed an issue where in some cases the cash flow view was not being correctly displayed for newly created accounts.
- Fixed an issue where created rules were being reverted
- Fixed an issue that meant users have been unable to split a transaction once a document had been linked
The Cash Flow View is now fully responsive on mobile!
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!
Improvements to user notifications
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.
- Fixed an issue where some transaction descriptions incorrectly displayed as ‘XXX’.
- Removed and updated several faulty links in the balance sheet that displayed missing content.
- Updated our industry benchmarking database to ensure that all financial reports display numbers in the correct formats and currencies.
- We fixed an issue that sometimes transaction were categorised with opposite transaction type category by auto classifier
- Fixed an issue with the cash flow visualisation that was displaying missing or incomplete data in the table for certain historic periods.
- Fixed a issue where a small number of users were seeing incorrect balances listed against some of their connected bank accounts.
Improving the Trezy Mobile Experience
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.
Company profiles updated on data.trezy.io
Made improvements to company profiles on data.trezy.io to ensure they always display the latest available data from the French government.
- Several minor design improvements to improve navigation, accessibility and overall user experience.
- Fixed an issue where in some instances users were unable to remove rules from specific transactions.
Spend more time on your business.
Not your finances.
Be a boss. Not an accountant.