Trezy Document Management Dashboard

Centralize your financial documents

Import, organize, and track all your invoices, receipts, and financial documents with AI-powered extraction and smart filing. Find any document in seconds.

Trezy document management dashboard showing invoice scanning OCR extraction and automated data capture interface Smart filing and document organization system Universal search and document retrieval Receipt management and expense tracking Audit-ready document archives Financial document analytics dashboard Trezy document management dashboard showing invoice scanning OCR extraction and automated data capture interface Smart filing and document organization system Universal search and document retrieval Receipt management and expense tracking Audit-ready document archives Financial document analytics dashboard
2,500+
Businesses
99%
OCR Accuracy
20+ hrs
Saved Per Month
<1s
Instant Search
The Problem

The Hidden Cost of Document Chaos

Businesses waste 20+ hours monthly searching for documents

Missing invoices & receipts

Searching through emails, folders, and paper stacks wastes hours every month. Critical documents disappear when you need them most.

Lost early payment discounts

Without organized invoices, you miss 2% early payment discounts. That's thousands in lost savings every year.

Tax penalties from poor documentation

Lost receipts mean missed deductions and potential audit issues. Poor documentation costs businesses thousands in tax penalties annually.

20+ hours wasted searching

Teams waste over 20 hours monthly hunting for documents. Time better spent growing your business, not managing files.

The Solution

Complete Document Management Solution

Everything you need to organize, track, and manage financial documents effortlessly

Extract Everything Automatically with 99% Accuracy

Upload any invoice or receipt and watch our AI extract vendor names, dates, amounts, line items, tax details, and payment terms in seconds. Industry-leading 99% accuracy rate.

  • 99% OCR accuracy on all document types
  • Extract vendor, date, amount, tax, line items
  • Works with PDFs, images, scans, photos
Try OCR extraction

Never File Another Document Manually

Documents automatically organize by type, vendor, date, category, and custom tags. Create filing systems that match your workflow. Set up once, automate forever.

  • Auto-organize by type, vendor, date, category
  • Custom folders and tagging system
  • Audit-ready archives with version history
Explore smart filing

Find Any Document in Under 1 Second

Full-text search across all documents. Natural language queries, advanced filters, and instant results. Search by vendor, amount, date range, or any text inside documents.

  • Full-text search across all documents
  • Natural language queries and smart filters
  • Save searches for one-click access
Try universal search
AI-powered OCR extraction
Smart filing system
Universal search
Document management dashboard OCR extraction interface Smart filing system Universal search Document archives Audit-ready documents Financial document analytics Document management dashboard OCR extraction interface Smart filing system Universal search Document archives Audit-ready documents Financial document analytics

Ready to Organize Your Financial Documents?

Join 2,500+ businesses saving 20+ hours per month with smart document management

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Loved by 2,500+ Businesses

See how business owners transformed their document management with Trezy

"We cut document processing time from 4 hours to 30 minutes per week. The OCR is incredibly accurate, and finding documents is now instant. Game changer!"

Confident Florist Smiling Camera 3
Lisa Chen
Controller, Retail Chain
87% time saved

"No more missing receipts during tax season! Everything's organized automatically. Our accountant loves it, and we've claimed every possible deduction."

JM
James Murphy
CEO, Tech Company
Zero lost receipts

"The search feature alone is worth it. Found a 2-year-old invoice in 3 seconds that would have taken hours to locate in our old system."

RG
Rachel Green
CFO, Services Firm
Instant retrieval
4.8/5
Average Rating
2,500+
Happy Customers
98%
Retention Rate
24/7
Support Available

Common Questions About Document Management

Get answers to frequently asked questions about Trezy's document management features

How accurate is the OCR technology?

Trezy's AI-powered OCR achieves 99% accuracy across all document types including invoices, receipts, contracts, and statements. Our machine learning model has been trained on millions of financial documents and supports multiple languages, currencies, and formats. The system extracts vendor names, dates, amounts, line items, tax details, and payment terms with exceptional precision.

What file formats are supported?

Trezy supports all common file formats including PDF, JPEG, PNG, TIFF, HEIC, and multi-page documents. You can upload scanned documents, photos taken on your phone, email attachments, or direct uploads from accounting software. The OCR engine works equally well with high-quality PDFs and low-resolution phone photos.

How does automatic filing work?

After extracting data from your documents, Trezy's AI automatically categorizes and files them based on document type (invoice, receipt, contract), vendor, date, and category. You can create custom filing rules and folder structures that match your business workflow. The system learns from your corrections and becomes more accurate over time.

Can I search inside document contents?

Yes! Trezy's universal search performs full-text search across all document contents. Search for any vendor name, product description, amount, invoice number, or text inside documents. Use natural language queries like "invoices from Acme Corp over €1000 last quarter" or apply advanced filters for precise results. Search results appear in under 1 second.

Is document storage secure and compliant?

Absolutely. All documents are encrypted with bank-level 256-bit encryption both in transit and at rest. Trezy is GDPR compliant and follows SOC 2 Type II standards. Your documents are stored in secure European data centers with automatic backups and version history. Access controls ensure only authorized team members can view specific documents.

Can I bulk upload existing documents?

Yes! Upload hundreds or thousands of documents at once via drag-and-drop, email forwarding, or direct folder sync. Our AI processes them in parallel, extracting data and auto-filing everything within minutes. You can also connect your email inbox to automatically capture invoices and receipts from email attachments.

Does it integrate with accounting software?

Yes! Trezy integrates seamlessly with PennyLane and other popular accounting platforms. Extracted data flows automatically into your accounting system, and documents are matched with transactions. You can also export data to CSV, Excel, or PDF for use with any accounting software or share directly with your accountant.

How long does document processing take?

Document processing is nearly instant! Most documents are fully extracted and filed within 5-10 seconds of upload. Our AI processes documents in real-time, so you can immediately search, categorize, and work with your documents. Bulk uploads are processed in parallel for maximum speed.

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CUSTOM DEMO

Discover Trezy with an expert

Get a personalized 30-minute demonstration with our team to see how Trezy can transform your cash flow management.