How does multi-bank connection work?

Trezy uses secure PSD2/Open Banking connections to access your bank accounts with read-only permissions. Simply select your bank from 2000+ supported institutions, authenticate through your bank's secure portal, and transactions sync automatically. Your credentials are never stored, and we can only view data, never initiate payments.

How accurate is the AI categorization?

Our AI achieves 95% accuracy by analyzing transaction descriptions, merchant names, amounts, and patterns. It learns from millions of transactions across our platform and from your specific corrections. You can create custom rules for recurring transactions, and the AI continuously improves as you use it.

Can I customize transaction categories?

Yes! Create custom categories, subcategories, and tags to match your business structure. Set up rules to automatically categorize transactions based on merchant, amount, description, or any combination. You can also bulk edit transactions and apply categories retroactively.

How does automated reconciliation work?

Trezy automatically matches bank transactions with invoices, receipts, and other documents based on amounts, dates, and references. When matches are found, transactions are reconciled with one click. You can also manually match items, and the system learns from your patterns to improve future matching.

Is multi-currency supported?

Absolutely! Trezy supports all major currencies with automatic conversion to your base currency using real-time exchange rates. Track foreign currency accounts, see amounts in both original and converted currencies, and generate reports in any currency you need.

How often do transactions sync?

Transactions sync automatically every few hours throughout the day, depending on your bank's API availability. Most banks provide real-time or near-real-time data. You can also manually trigger a sync at any time to get the latest transactions immediately.

Can I export transaction data?

Yes! Export transactions to Excel, CSV, or PDF with customizable filters and date ranges. Include or exclude specific columns, categories, or accounts. Premium users also get direct integration with PennyLane accounting software for seamless data flow.

Is my transaction data secure?

Security is our top priority. We use bank-level 256-bit encryption and comply with PSD2 regulations. All data is encrypted at rest and in transit. We only have read-only access to your accounts and never store your banking credentials. Regular security audits and penetration testing ensure your data stays protected.

Trezy is an AI-powered cash flow management tool designed for small businesses to track finances, forecast cash flow, and make data-driven decisions.

How much does Trezy cost?

Trezy offers transparent pricing with plans starting from €29/month. All plans include a 14-day free trial with no credit card required.

How do I connect my bank to Trezy?

Trezy securely connects to over 300 banks across Europe through bank-grade encryption. Simply select your bank, authenticate, and your transactions sync automatically.

Céntrate en el crecimiento, no en la conciliación

Conecta 2000+ bancos en todo el mundo. Sincronización automática diaria, categorización con IA, soporte multimoneda y conciliación automatizada. Convierte el caos de transacciones en claridad financiera.

Iniciar Prueba Gratuita

Trezy transaction management dashboard showing multi-bank data

Transaction categorization and filtering interface

Transaction tracking and expense management

Real-time transaction sync across accounts

Transaction analytics and insights dashboard

2.500+

Empresas

2.000+

Bancos

95%

Auto-categorización

Diaria

Sincronización Auto

El problema

Puntos de Dolor en la Gestión de Transacciones

Las empresas procesan cientos o miles de transacciones mensuales

Conciliación bancaria manual

Horas dedicadas a conciliar transacciones entre múltiples cuentas. Consume tiempo y es propenso a errores humanos.

Datos de transacciones dispersos

Múltiples bancos y cuentas crean una vista fragmentada. Difícil obtener una imagen completa de las transacciones.

Categorización incorrecta

La categorización manual genera inconsistencias. Los informes se vuelven poco fiables sin una clasificación adecuada.

Entrada de datos que consume tiempo

Introducir y actualizar manualmente los detalles de las transacciones. Quita tiempo valioso del trabajo estratégico.

La solución

Inteligencia de Transacciones Completa

Automatización potente que transforma la forma en que gestionas las transacciones empresariales

Conecta Todos Tus Bancos en un Solo Lugar

Accede a 2000+ bancos en todo el mundo con conexiones PSD2 seguras. Todas las transacciones se sincronizan y consolidan automáticamente en tiempo real a través de múltiples cuentas y monedas.

2000+ bancos soportados en todo el mundo
Sincronización automática en tiempo real
Soporte multimoneda incluido

Conecta tus bancos

Categorización IA con 95% de Precisión

El aprendizaje automático categoriza cada transacción automáticamente. La IA aprende de tus patrones y mejora la precisión con el tiempo, ahorrando horas de trabajo manual.

Categorización automática instantánea
Aprende de tus patrones empresariales
Reglas y categorías personalizadas

Experimenta la categorización IA

Encuentra Cualquier Transacción al Instante

Potentes capacidades de búsqueda y filtrado te permiten localizar cualquier transacción en segundos. Guarda búsquedas frecuentes y crea vistas personalizadas para tu flujo de trabajo.