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.

Focus op groei, niet op afstemming

Verbind 2000+ banken wereldwijd. Dagelijkse automatische sync, AI-categorisering, multi-valuta ondersteuning en geautomatiseerde afstemming. Transformeer transactiechaos naar financiële helderheid.

Start Gratis Proef

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+

Bedrijven

2.000+

Banken

95%

Auto-categorisering

Dagelijks

Auto Sync

Het Probleem

Pijnpunten in Transactiebeheer

Bedrijven verwerken honderden tot duizenden transacties per maand

Handmatige bankafstemming

Uren besteed aan het afstemmen van transacties over meerdere rekeningen. Tijdrovend en gevoelig voor menselijke fouten.

Verspreide transactiegegevens

Meerdere banken en rekeningen creëren een gefragmenteerd beeld. Moeilijk om een compleet transactieoverzicht te krijgen.

Onjuiste categorisering

Handmatige categorisering leidt tot inconsistenties. Rapporten worden onbetrouwbaar zonder juiste classificatie.

Tijdrovende gegevensinvoer

Handmatig invoeren en bijwerken van transactiedetails. Neemt waardevolle tijd weg van strategisch werk.

De Oplossing

Volledige Transactie-intelligentie

Krachtige automatisering die transformeert hoe je zakelijke transacties beheert

Verbind Al Je Banken op Eén Plek

Toegang tot 2000+ banken wereldwijd met veilige PSD2-verbindingen. Alle transacties worden automatisch gesynchroniseerd en geconsolideerd in real-time over meerdere rekeningen en valuta's.

2000+ banken ondersteund wereldwijd
Real-time automatische synchronisatie
Multi-valuta ondersteuning inbegrepen

Verbind je banken

95% Nauwkeurige AI-Categorisering

Machine learning categoriseert elke transactie automatisch. De AI leert van je patronen en verbetert de nauwkeurigheid in de loop van de tijd, wat uren handmatig werk bespaart.

Directe automatische categorisering
Leert van je bedrijfspatronen
Aangepaste regels en categorieën

Ervaar AI-categorisering

Vind Elke Transactie Direct

Krachtige zoek- en filtermogelijkheden stellen je in staat elke transactie in seconden te vinden. Sla veelgebruikte zoekopdrachten op en creëer aangepaste weergaven voor je workflow.