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.

Your accountant sees the past.
You need to see now.

Get real-time profit and loss that updates daily, not monthly: We sync bank transactions, remove VAT, apply payment terms, and use intelligent categorization to show your true financial position now—not in 30 days. See your data before your accountant does. No delays. No blind spots.real-time profit and losstrue financial position now

Explore analytics

Trezy performance analytics dashboard overview

2,500+

Businesses Using Trezy

80%

Faster Reporting

20+

Automated KPIs

Real-time

P&L Updates

The Problem

Financial Reporting Shouldn't Be This Hard

Traditional accounting software is backwards-looking and arrives too latemonthly nightmareafter it's too late to fix it

Spending hours creating reports manually

Excel gymnastics every month just to understand basic performance metrics. Time that should be spent on strategy.

Reports arrive too late to make timely decisions

By the time you know last month's performance, it's already too late to course-correct.

Unable to track key performance metrics

Missing crucial KPIs means flying blind. No visibility into profitability, efficiency, or growth trends.

Can't compare against industry benchmarks

No idea if your performance is good or bad. Missing opportunities to improve margins and efficiency.

Everything You Need to Master Performance

Track real-time profitability, monitor key metrics automatically, and generate investor-grade reports in seconds. No spreadsheets, no delays—just instant insights that drive decisions.real-time profitabilitykey metrics automaticallyinvestor-grade reports

Real-Time Profit & Loss

Automated P&L statements that update as transactions occur. Customizable to match your country's accounting standards with detailed margin calculations.profit and loss statementrevenue, expenses, and margins

Automated P&L generation
Country-specific formats
Detailed margin analysis

Try P&L tracking

20+ Automated KPIs

Pre-calculated metrics across profitability, cash flow, efficiency, and growth. Traffic light system shows metric health at a glance.20+ essential KPIstraffic light indicators

Profitability metrics
Traffic light health indicators
Growth tracking

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One-Click Professional Reports

Generate board-ready reports in seconds. Export to Excel, PDF, or PowerPoint with your branding.4+ hours

Board-ready exports
Custom branding
Excel, PDF, PowerPoint

Generate reports

Ready to Transform Your Financial Reporting?

Join 2,500+ businesses saving 80% of their reporting time with automated analytics

Start your 14-day free trial

No credit card required • Cancel anytime

Loved by 2,500+ Businesses

See how business owners transformed their financial reporting with Trezy

"Our monthly board meetings went from 4 hours to 1 hour thanks to Trezy's automated reports. The KPIs show exactly what we need to focus on."

James Baker

CFO, SaaS Company

75% time saved

"Finally understand our true profitability! The automated P&L helped us identify we were losing money on 2 product lines. Fixed it immediately."

Sophie Martin

Owner, Retail Chain

+15% margins

"The benchmarking feature showed we were underperforming. Now we track KPIs daily and compare against industry standards. Game changer!"

Alex Chen

CEO, Restaurant Group

30% efficiency gain

4.8/5

Average Rating

2,500+

Happy Customers

80%

Reporting Time Saved

24/7

Support Available

Common Questions About Performance Analytics

Get answers to frequently asked questions about Trezy's performance analytics features

How does the automated P&L work?

Trezy automatically categorizes your transactions into revenue and expense categories, then generates your P&L in real-time. You can customize the format to match your country's accounting standards (French PCG, US GAAP, etc.). The P&L updates as new transactions sync from your bank accounts.

What KPIs are included?

Trezy tracks 20+ KPIs across profitability (gross margin, EBITDA, net profit margin), efficiency (operating expense ratio, revenue per employee), cash flow (cash conversion cycle, working capital), and growth (revenue growth rate, customer acquisition cost). Each KPI includes a traffic light indicator showing if it's healthy (green), concerning (yellow), or critical (red).

Can I customize reports for board meetings?

Yes! You can customize which KPIs to include, choose date ranges, add your company logo, and select from multiple export formats (Excel, PDF, PowerPoint). Premium users can create report templates to save time on recurring reports. All reports include professional visualizations like waterfall charts, trend lines, and comparison tables.

How does industry benchmarking work?

Trezy compares your KPIs against industry averages from similar businesses in your sector. You'll see how your gross margin, operating expenses, and profitability stack up against peers. This helps identify areas where you're outperforming or underperforming, giving you specific targets for improvement.

Do I need accounting knowledge to use this?

Not at all! Trezy is designed for business owners without accounting backgrounds. Each KPI includes a plain-language explanation of what it means and why it matters. The traffic light indicators tell you at a glance if things are good or need attention. That said, the platform is sophisticated enough that professional accountants and CFOs use it too.