QuickBooks + Trezy: Your Complete Financial Command Center

Already using QuickBooks? Supercharge your financial visibility. Trezy connects to your QuickBooks account to deliver AI-powered cash flow forecasting, real-time analytics, and supplier intelligence your accounting software alone can't provide.

Connect QuickBooks Free

QUICKBOOKS INTEGRATION

Trezy integrates with QuickBooks Online via secure OAuth, providing a seamless connection that syncs your accounting data automatically.

Connect in 3 Simple Steps

Get started in under 5 minutes. No technical knowledge required.

Sign Up for Trezy

Create your free Trezy account. No credit card required.

Connect QuickBooks

Authorize the connection through QuickBooks' secure OAuth flow. Trezy imports your chart of accounts, invoices, expenses, and transactions.

Get Instant Insights

See AI-powered cash flow forecasts, real-time P&L, 27+ KPIs, and supplier analysis built from your QuickBooks data.

Cash Flow Forecasting

See 12 months ahead with 95% accuracy

QuickBooks tracks what happened. Trezy predicts what's coming. Using your QuickBooks invoices, bills, and transaction history, Trezy's AI generates cash flow forecasts up to 12 months ahead. Know when cash will be tight before it happens.

Try Cash Flow Forecasting

Cash Flow Forecasting with QuickBooks data

Invoice-aware forecasting

Trezy uses your QuickBooks invoices and bills to predict when money will actually arrive and leave

Scenario planning

Test decisions before committing. What if you hire? What if a client delays payment?

Cash alerts

Get notified 30 days before a potential cash crunch so you can take action early

Real-Time Analytics

P&L that updates daily, not monthly

QuickBooks gives you reports when you close the books. Trezy gives you real-time P&L, 27+ KPIs, and financial health indicators that update automatically every day. Make decisions based on today's numbers.

See Real-Time Analytics

27+ automated KPIs

Gross margin, EBITDA, burn rate, runway, and more — calculated automatically from your QuickBooks data

KPI dashboard showing 27+ automated financial metrics from QuickBooks data

Investor-ready reports

Export professional reports in PDF, Excel, or CSV to share with investors and stakeholders

Investor-ready financial reports exported in PDF, Excel, and CSV

Trend analysis

Compare month-over-month, year-over-year, and spot trends that QuickBooks reports don't surface

Supplier Intelligence

Track supplier costs and detect inflation automatically

Trezy analyzes your QuickBooks vendor bills and purchase orders to detect price increases by supplier and product category. Protect your margins with data-driven supplier negotiations.

Explore Supplier Intelligence

"I was using QuickBooks but flying blind on cash flow. Trezy showed me I'd run out of cash in 3 months if I kept hiring at the same pace. That insight saved my business."

Sarah T., E-commerce Founder

What Syncs from QuickBooks

Trezy imports your accounting data to deliver financial intelligence that goes beyond bookkeeping.

Invoices & Bills

Accounts receivable and payable data for accurate forecasting

Bank Transactions

Categorized transactions and reconciled entries

Chart of Accounts

Your full account structure for intelligent categorization

Vendors & Customers

Supplier and customer data for spending analysis and payment patterns

Expenses

Expense reports and receipts for cost tracking and P&L

Tax Data

Tax categories and rates for accurate financial reporting

Add Financial Intelligence to Your QuickBooks

QuickBooks integration is available on our Premium plan.

CA$65 /month

CA$51.67/mo billed annually

✓ QuickBooks Online integration

✓ AI cash flow forecasting (12 months)

✓ Real-time P&L & 27+ KPIs

✓ Supplier cost intelligence

✓ Unlimited bank connections

✓ Scenario planning & what-if analysis

Start 7-Day Free Trial

No credit card required • Cancel anytime

Frequently Asked Questions

How does the QuickBooks integration work?

Trezy connects to your QuickBooks Online account via a secure OAuth flow. Once authorized, your chart of accounts, invoices, expenses, and transactions sync automatically. Trezy then generates AI-powered cash flow forecasts, real-time P&L, 27+ KPIs, and supplier intelligence on top of your QuickBooks data.

Does Trezy modify my QuickBooks data?

Never. Trezy operates in read-only mode. It reads and analyzes your QuickBooks data without ever modifying your books, chart of accounts, or transactions.

What QuickBooks versions are supported?

Trezy integrates with QuickBooks Online (Simple Start, Essentials, Plus, and Advanced). QuickBooks Desktop is not currently supported.

Can I use both QuickBooks and bank connections?

Yes! QuickBooks provides accounting context (invoices, bills, chart of accounts) while direct bank connections give real-time transaction data. Together they provide the most complete financial picture.

How often does the data sync?

Trezy syncs with QuickBooks automatically throughout the day. You can also trigger a manual sync at any time to get the latest data immediately.

Explore What Trezy Can Do

Your QuickBooks integration unlocks the full power of Trezy's financial intelligence suite.

Ready to go beyond QuickBooks?

Join 2,500+ businesses that have added AI-powered financial intelligence to their accounting stack.

Connect QuickBooks Free Book a Demo (30 min)