Products
One Platform. Complete Financial Control.
Everything you need to manage your business finances, powered by AI and designed for busy entrepreneurs who need insights, not complexity.
Cash Flow
Cash Flow Management
Real-time cash position tracking, AI-powered 12-month forecasting, and scenario planning to test decisions before you commit. Never be surprised by a cash crunch again.
95% forecast accuracy
12-month ahead
Analytics
Performance Analytics & KPIs
Automated real-time P&L statements that update daily, not monthly. 20+ pre-calculated KPIs with traffic light health indicators. Know your true profitability now, not in 30 days.
80% faster reporting
20+ automated KPIs
Documents
Document Management Hub
AI-powered OCR extracts data from invoices and receipts with 99% accuracy. Smart auto-filing, universal search, and audit-ready archives. Find any document in under 1 second.
99% OCR accuracy
20+ hrs saved/month
Transactions
Transaction Management
Connect 2,000+ banks worldwide with secure PSD2 connections. AI auto-categorizes transactions with 95% accuracy, syncs daily, and supports multi-currency operations.
2,000+ banks
95% auto-categorization
Suppliers
Supplier Cost Intelligence
Track supplier inflation in real-time at the product level. Identify hidden price increases, discover consolidation opportunities, and save 5-15% on procurement costs.
5-15% cost savings
Real-time tracking
Break-Even
Break-Even Calculator
Interactive break-even analysis with real-time visualization. Understand your cost structure, model different scenarios, and know exactly what revenue you need to be profitable.
Instant calculations
Scenario modeling
Ready to Use in Under 5 Minutes
Start free today — no credit card, no complex setup. From signup to financial clarity in just 3 simple steps.
1
Connect Your Bank
Link your bank account in seconds with secure read-only access. We import up to 24 months of transaction history automatically.
2
AI Does the Work
Our AI automatically categorizes transactions and extracts document data. Upgrade for advanced forecasting and multi-bank sync.
3
Get Financial Clarity
See your transactions, documents, and financial health in one dashboard. Ready to use immediately.
Why 2,500+ Businesses Choose Trezy
82% of business failures are caused by cash flow problems. Trezy gives you the visibility and intelligence to stay ahead.
Save 10+ Hours Per Week
Stop manually updating spreadsheets. Trezy automates data collection, categorization, and reporting so you can focus on growing your business.
Complete Financial Visibility
See your true cash position across all accounts in real-time. Know your runway, profitability, and financial health at a glance.
AI-Powered Intelligence
Our AI learns your business patterns to forecast cash flow, categorize transactions, extract document data, and surface actionable insights automatically.
Cash flow management
Know Your Cash Position in Real-Time, Not After Month-End
Trezy consolidates all your bank accounts into one unified view with AI-powered forecasting up to 12 months ahead. Test hiring decisions, investments, or worst-case scenarios before you commit.
Break-free from cash uncertainty
Forecast different scenarios, anticipate upcoming transactions, and get alerts when you're off track.
All your bank balances in one place
Gain a clear picture of your true cash position by consolidating balances from multiple accounts.
Smart automations
AI That Handles the Tedious Stuff So You Don't Have To
From auto-categorizing transactions to extracting invoice data with 99% accuracy, Trezy's AI learns your business patterns and automates the financial admin that eats up your time.
Predictive forecasting
Machine learning analyzes your historical patterns, seasonal trends, and payment behaviors to predict cash flow up to 12 months ahead with 95% accuracy.
Smart categorisation
95% of transactions are auto-categorized instantly. The AI learns from your corrections and custom rules to become more accurate over time.
Auto-reconciliation
Match invoices to transactions automatically. Trezy identifies when documents and transactions match and reconciles them for you.
Financial performance
Real-Time P&L and KPIs That Update Daily, Not Monthly
Stop waiting for month-end reports. Trezy generates automated P&L statements and tracks 20+ KPIs in real-time. Know your gross margin, EBITDA, and runway today, not in 30 days.
Assess how effectively your business operates
Identify areas for operational efficiency with simple to read reports that present key financial ratios.
Be clear on payable, receivable & cash flow coverage
Benchmark performance against the competition so you can continually adapt, improve & innovate.
Connect to 2,000+ Banks Worldwide
Secure PSD2/Open Banking connections to major banks across Europe, North America, and beyond. Bank-level 256-bit encryption keeps your data safe.
Built for Every Industry
Whether you run a restaurant, e-commerce store, SaaS company, or manufacturing business, Trezy adapts to your industry's unique financial needs.
Restaurants
Manage seasonal fluctuations, track food costs, and forecast busy periods with precision.
Learn more →E-commerce
Track multi-channel revenue, manage inventory timing, and forecast sales peaks accurately.
Learn more →SaaS
Monitor MRR, track churn impact, and model runway scenarios for sustainable growth.
Learn more →Manufacturing
Optimize production cycles, manage supplier payments, and forecast raw material needs.
Learn more →Retail
Track inventory investments, forecast seasonal peaks, and manage multi-store finances.
Learn more →Consulting
Track project revenue, manage retainers, and forecast utilization with confidence.
Learn more →Construction
Track project billing, manage subcontractor payments, and forecast material costs.
Learn more →
Agencies
Professional Services
Freelancers
Healthcare
"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
Frequently Asked Questions
Everything you need to know about Trezy's financial management platform
What is Trezy and how does it help my business?
Trezy is an AI-powered financial management platform designed for small and medium businesses. It combines cash flow forecasting, real-time P&L tracking, document management, multi-bank synchronization, and supplier cost intelligence in one unified platform. Businesses save 10+ hours per week on financial management and gain complete visibility into their financial health.
How accurate is Trezy's AI cash flow forecasting?
Trezy's AI achieves 95% accuracy in cash flow forecasting by analyzing your historical transaction patterns, seasonal trends, and payment behaviors. The system learns from your data over time, automatically detecting recurring transactions and adjusting for business cycles to provide increasingly accurate predictions up to 12 months ahead.
How many banks does Trezy connect to?
Trezy connects securely to over 2,000 banks worldwide using PSD2/Open Banking protocols. This includes major banks across Europe, North America, and other regions. All connections are read-only and bank-level encrypted, ensuring your financial data remains secure.
Is Trezy really free?
Yes! Trezy offers a free forever plan with core features — no credit card required, no time limit. You can connect your bank account, track transactions, and manage documents for free. Advanced features like AI cash flow forecasting and multi-bank sync are available in paid plans starting at €7.50/month. Setup takes less than 5 minutes.
What makes Trezy different from other financial tools?
Unlike single-purpose tools, Trezy is an all-in-one financial intelligence platform. It combines cash flow management, performance analytics, document management, transaction tracking, and supplier cost intelligence powered by AI. This means you get a complete financial picture without switching between multiple tools, saving time and reducing complexity.
Is my financial data secure with Trezy?
Absolutely. Trezy uses bank-level 256-bit encryption and complies with PSD2 regulations and GDPR. We only have read-only access to your accounts - we can view transactions but never initiate payments. Your credentials are never stored on our servers, and all data is encrypted both in transit and at rest.
FREE FOREVER PLAN
Start Managing Your Finances for Free
Join 2,500+ businesses using Trezy. Our free plan gives you real financial visibility — upgrade anytime for advanced features like AI forecasting and multi-bank sync.
Free forever plan
No credit card required
Ready in under 5 minutes