Aug 28

Benchmarking is now in Beta!

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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!”

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Well from today, Trezy users now can! 

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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!

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Reach out to us today to request access to the beta!

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Importing transactions just got easier!

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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.

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• 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