Question 1

How does multi-bank connection work?

Accepted Answer

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.

Question 2

How accurate is the AI categorization?

Accepted Answer

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.

Question 3

Can I customize transaction categories?

Accepted Answer

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.

Question 4

How does automated reconciliation work?

Accepted Answer

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.

Question 5

Is multi-currency supported?

Accepted Answer

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.

Question 6

How often do transactions sync?

Accepted Answer

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.

Question 7

Can I export transaction data?

Accepted Answer

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.

Question 8

Is my transaction data secure?

Accepted Answer

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.

Skup się na rozwoju, nie na dopasowywaniu transakcji

Wyzwania zarządzania transakcjami

Ręczne uzgodnienia bankowe

Rozproszone dane transakcyjne

Błędna kategoryzacja

Czasochłonne wprowadzanie danych

Kompletna inteligencja transakcyjna

Połącz wszystkie banki w jednym miejscu

95% dokładności kategoryzacji AI

Znajdź dowolną transakcję natychmiast

Zaufane przez ponad 2500 firm

Rozwiązania branżowe

Restauracje

E-commerce

SaaS

Powiązane produkty

Cash Flow Management

Performance Analytics & KPIs

Document Management

Najczęstsze pytania o zarządzanie transakcjami

Jak działa połączenie wielobankowe?

Jak dokładna jest kategoryzacja AI?

Czy mogę dostosować kategorie transakcji?

Jak działa automatyczne uzgodnienie?

Czy obsługuje wiele walut?

Jak często synchronizują się transakcje?

Czy mogę eksportować dane transakcyjne?

Czy moje dane transakcyjne są bezpieczne?

Gotowy zmienić zarządzanie transakcjami?