Trezy pulls your financial data together automatically — 2,000+ bank connections across Europe, plus accounting integrations with QuickBooks Online and Pennylane. Connect once, and your cash flow view stays up to date on its own.
Your bank accounts are the foundation of your cash flow picture. Trezy connects to them directly, securely, and in read-only mode.
Trezy uses open banking connections built on the European PSD2 framework to link your business bank accounts. You authorize the connection through your bank's own secure flow — you never hand your banking credentials to Trezy — and from then on your transactions flow into Trezy automatically.
Coverage spans more than 2,000 banks across Europe, the US, and Canada: major retail and business banks as well as many regional institutions. If your company holds accounts at several banks — or in several countries — you can connect them all and see a single consolidated cash position.
When you first connect an account, Trezy imports up to 24 months of transaction history. That means your forecasts and category breakdowns are built on real data from the very first session — no blank-slate setup period.
Bank data tells you what happened on your accounts. Accounting integrations add the context around it — invoices, bills, and your chart of accounts.
Connect QuickBooks Online to Trezy via a secure OAuth flow. Your chart of accounts, invoices, expenses, and transactions sync into Trezy, where the AI layers cash flow forecasting, real-time P&L, and supplier cost intelligence on top of your existing accounting.
The integration is strictly read-only: Trezy analyzes your QuickBooks data but never modifies your books. QuickBooks Online plans (Simple Start, Essentials, Plus, and Advanced) are supported.
Explore the QuickBooks integration →Trezy is a certified Pennylane partner. For businesses that run their accounting on Pennylane, the partnership pairs Pennylane's real-time financial management with Trezy's predictive cash flow engine — your Pennylane data syncs to Trezy automatically, with no re-entry.
As with every Trezy connection, the sync is read-only: Trezy reads and analyzes your data without ever touching your accounting entries.
Explore the Pennylane partnership →Coming from a spreadsheet or another tool? You can import data into Trezy via Excel, CSV, or API. In practice most teams simply connect their banks — Trezy pulls up to 24 months of history automatically and the AI categorizes everything instantly.
This also makes switching from other cash flow tools straightforward: see our guides on switching from Agicap and switching from Fygr.
See which plan includes what →Electronic invoicing is a legal reality in Europe's two most active e-invoicing markets — and it's now fully available on Trezy for businesses operating in France and Italy.
With France's September 2026 e-invoicing compliance deadline, electronic invoicing is no longer optional for French businesses. Trezy gives French SMEs a simple, affordable, and compliant way to manage invoice workflows — without hiring an accountant or buying enterprise software.
Issue and manage compliant electronic invoices directly in the platform your cash flow already lives in, so every invoice feeds your forecasts the moment it exists.
Read the France & Italy e-invoicing guide →Italy pioneered mandatory B2B e-invoicing — the overwhelming majority of Italian B2B transactions are already processed electronically. Trezy brings Italian e-invoicing into the same AI-powered platform as your bank data and forecasts.
Whether you run a business in Milan, Paris, or serve both markets cross-border, invoices and cash flow finally live in one place.
How e-invoicing improves your cash flow →Connecting your data is only step one. Here's what Trezy actually does with it once the sync is running.
Every connected bank account and accounting source feeds into a single, always-current view of your cash. No more logging into four banking portals or reconciling exports by hand — your real cash position is one screen.
Trezy's AI recognizes 68 million suppliers and sorts incoming transactions into 400+ categories automatically, with 95% accuracy. Payroll, suppliers, taxes, subscriptions — categorized without manual tagging, from day one. Learn more about transaction management.
With clean, categorized data, Trezy generates AI-powered cash flow forecasts 12 months ahead, learning from your business's own patterns. Model what-if scenarios — a hire, an equipment purchase, a slow quarter — before you commit. See cash flow forecasting in detail.
Because data syncs automatically, insights keep updating: supplier price increases are flagged by the inflation detector, forecasts adjust as new transactions arrive, and your team and accountant always look at the same current numbers.
The result: setup takes about 5 minutes, and from then on your cash flow management runs on live data instead of last month's spreadsheet. That's the difference between recording your finances and steering them — see how Trezy compares to other tools in our 2026 cash flow software comparison.
The questions we hear most often about connecting banks and accounting tools to Trezy.
Trezy connects to over 2,000 banks across Europe, the US, and Canada through open banking connections. Coverage includes major retail and business banks as well as many regional institutions. You can connect multiple accounts from different banks and see them consolidated in one dashboard.
Trezy uses secure, read-only open banking connections built on the European PSD2 framework. Trezy can read your transaction data to analyze it, but it can never move money, initiate payments, or modify anything in your bank account. You never share your banking credentials with Trezy directly — authorization happens through your bank's own flow.
Bank and accounting data syncs automatically and regularly, so your cash position and forecasts stay current without manual imports. When you first connect a bank account, Trezy pulls up to 24 months of transaction history, so your forecasts start with real data from day one.
Yes — e-invoicing is fully available on Trezy for businesses operating in France and Italy, the two European markets with the strictest electronic invoicing mandates. French SMEs can get compliant ahead of the September 2026 deadline, and Italian businesses can manage their mandatory B2B e-invoicing in the same platform as their bank data and forecasts. See the France & Italy e-invoicing guide.
Yes. Trezy works alongside your accountant rather than replacing them. All connections are read-only, so Trezy never modifies your books, chart of accounts, or accounting entries. If your accountant works in QuickBooks Online or Pennylane, you can connect those tools directly, and you can invite team members to collaborate in Trezy.
No. Trezy works with bank connections alone: connect your accounts and the AI categorizes transactions and builds 12-month forecasts automatically. Accounting integrations add extra context — invoices, bills, chart of accounts — on top of your bank data. You can also import data via Excel, CSV, or API. Compare plans on our pricing page: there's a free plan, and paid plans start at €7.50/month.
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