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
Traditional accounting software is backwards-looking and arrives too latemonthly nightmareafter it's too late to fix it
Excel gymnastics every month just to understand basic performance metrics. Time that should be spent on strategy.
By the time you know last month's performance, it's already too late to course-correct.
Missing crucial KPIs means flying blind. No visibility into profitability, efficiency, or growth trends.
No idea if your performance is good or bad. Missing opportunities to improve margins and efficiency.
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
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
Pre-calculated metrics across profitability, cash flow, efficiency, and growth. Traffic light system shows metric health at a glance.20+ essential KPIstraffic light indicators
Generate board-ready reports in seconds. Export to Excel, PDF, or PowerPoint with your branding.4+ hours
Join the SMEs managing their cash flow with Trezy
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See how business owners transformed their financial reporting with Trezy
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!
Get answers to frequently asked questions about Trezy's performance analytics features
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.
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).
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.
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.
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.
Join the SMEs managing their cash flow with Trezy. Our free plan gives you real financial visibility — upgrade anytime for advanced features like AI forecasting and multi-bank sync.