Trezy makes cash management a breeze!

Trezy is a smart & simple tool built to help small business owners better manage cash flow & financial performance.
Business owner using Trezy cash flow management dashboardTrezy bank connection interface showing multiple bank accountsTrezy net cash flow visualization dashboardTrezy document management interfaceTrezy expected cash flow forecasting dashboard
Trusted by 2500 businesses
Retail
Restaurants
Agency
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Cash flow management

Keep a pulse on your cash flow in real-time

Trezy is the smart & simple way to monitor your cash flow and cash balances across multiple sources.

Break-free from cash uncertainty

Forecast different scenarios,/anticipate upcoming transactions,/and get alerts when you're off track.
Expected cash flow forecast

All your bank balances in one place

Gain a clear picture of your true cash position by consolidating balances from multiple accounts.
Bank account menu
AI-powered document processing automation illustration
Smart automations

Powered by an A.I. to pick up the "admin stuff"

Trezy's performance suite provides the insights you need to take better financial decision and benchmark against your industry peers.

Predictive forecasting

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Identify areas for operational efficiency with simple reports that present key financial ratios.
Trezy predictive cash flow forecasting chart

Smart categorisation

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Trezy understands your banking data and will automatically categorise transactions based on it's knowledge and your predefined preferences.
Trezy smart transaction categorization interface

Auto-reconciliation

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Trezy is capable of identifying when documents and transactions match and get these reconciled for you automatically.
Account reconciliation
Financial performance

Check in on your business' financial health

Trezy's performance suite provides the insights you need to take better financial decision and benchmark against your industry peers.

Assess how effectively your business operates

Identify areas for operational efficiency with simple to read reports that present key financial ratios.
Frame 3103 feature illustration

Be clear on payable,/receivable & cash flow coverage

Benchmark performance against the competition so you can continually adapt,/improve & innovate.
Cash coverage monitoring
"Trezy revealed I was barely breaking even. I was hiring too fast,/so slowed down to focus on growing my customer base. Without Trezy,/I'd have spotted the issue five months later!"
Danielle Fraudeau-Diomande,/CEO
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Frequently asked questions

How can i migrate to the new version of Trezy?

If we haven't reached out to you,/send an email to quentin@trezy.io to experience the new Trezy.

What is new in the new version?

The app is way faster,/with a bug-free experience.
Besides,/we created new features such as supplier analysis,/which analyse your suppliers and inflation per product you buy for your company.