Trezy Dashboard pour DAF externalisés

Manage all your clients from one platform

The complete solution for external CFOs. Real-time P&L, balance sheet, 27+ KPIs, cash flow and AI forecasts. All included, one price.

-20%
Annual
20€/mois HT
Monthly
25€/mois HT

Per company • P&L + Balance Sheet + KPIs + Cash Flow included

Monthly billing • No commitment

P&L Dashboard KPIs Dashboard Forecast P&L KPIs Dashboard Forecast
95%
AI Accuracy
27+
KPIs included
2,000+
Banks
10+ h
Saved/week
The problem

The challenges of multi-client CFO work

Managing multiple companies requires the right tools

Too much time wasted

Juggling between Excel, banks and each client's accounting software. Hours of non-billable work.

Fragmented vision

Data scattered across tools. Impossible to get a consolidated, real-time view of each client.

Limited scaling

Each new client multiplies your workload. Hard to grow without sacrificing quality.

Pricing

All included. One price.

No modules to add, no hidden fees. Everything is included.

-20%
Annual

Annual billing

20€/mois HT

i.e. 240€/year per company

Real-time P&L (SIG)
Balance Sheet + 27+ KPIs
Real-time Cash Flow
AI Forecasts 12 months
Export & client access
Request a demo
Monthly

No commitment

25€/mois HT

per company, cancel anytime

Real-time P&L (SIG)
Balance Sheet + 27+ KPIs
Real-time Cash Flow
AI Forecasts 12 months
Export & client access
Request a demo
Features

Everything a CFO needs

Real-time P&L and Balance Sheet

Automatic generation from FEC or your accounting tools. SIG structure, drill-down to entries, N/N-1 comparison in one click.

  • P&L with SIG structure
  • Balance sheet in 4 views
  • Import FEC, Cegid, Pennylane
P&L Dashboard

Customizable KPIs

27+ pre-configured indicators plus a formula engine to create your own business KPIs. Configurable alerts and targets.

  • Margin, EBITDA, WCR, DSO...
  • Custom formulas
  • Alerts and targets
KPI Dashboard

Forecasts and scenarios

Real-time bank connection, 95% AI categorization, 12-month forecasts. Test your assumptions with multiple scenarios.

  • 2,000+ connected banks
  • AI forecasts 12 months
  • What-if scenarios
Forecast Dashboard

Frequently asked questions

What is included in the CFO offer?

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Everything is included: real-time P&L, balance sheet, 27+ customizable KPIs, bank connection, AI forecasts, scenarios, export and multi-user access.

How does pricing work?

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20€/month (annual) or 25€/month (monthly) excl. VAT per company. No hidden fees. You can add or remove clients at any time.

Is there a minimum commitment?

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No, no commitment. Monthly billing, cancel anytime.

Can my clients access their data?

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Yes, you can invite your clients with customized access. You keep full control over their permissions.

Ready to scale your CFO business?

P&L, Balance Sheet, KPIs, Cash Flow and AI Forecasts. From 20€/month per company.

Request a demo

20€/month (annual) or 25€/month • No commitment