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Trezy Documentation

Getting Started

Your First 15 Minutes

Bank Connection

Manual Import (CSV/Excel)

Pennylane Integration

Understand Your Cash Flow

The Cash Flow Table

The Chart

Explore Amount Details

Multi-Account View

Forecast the Future

6 Forecasting Methods

Scenarios (What-If)

Forecast Audit Trail

Display Modes

Invoices in Forecasts

Categorize Transactions

Organize Categories

Categorize Transactions

Classification Rules

Monthly Verification

Analytical Dimensions

Manage Invoices

Import Invoices

List & Tracking

Create an Invoice

Suppliers & Customers

Analyze Your Finances

Profit & Loss (P&L)

Break-Even Analysis

KPI Dashboard

Balance Sheet & Cash Flow

Client/Supplier Analysis

Custom Dashboard

Company Valuation

Tax & Compliance

VAT Tracking

FEC Import

Journal Entries

Collaborate & Export

Manage Your Team

Multiple Workspaces

Export & Share

Advanced Features

Inventory & Recipes

CashBooster (Financing)

Integrations Overview

CEGID Integration

OpenPaye Integration

Referral Program

Welcome to Trezy Documentation

Learn how to use Trezy to manage your cash flow effectively. Browse our detailed guides, video tutorials, and resources to master every feature.

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Use the navigation menu on the left to explore the different sections of the documentation.

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