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Trezy
✓ verifiedFreemium
AI cash-flow and bookkeeping dashboard for small businesses wanting real-time forecasting, bank sync, and automated document management.
15K visits/mo
Pricing
Standard: $19 per month
Plus: $39 per month
Advanced: $79 per month
Basic: Free
Starter: €7.50/mo billed annually at €90/year
Premium: €32.50/mo billed annually at €390/year
External CFO add-on: €20/mo per company (annual) or €25/mo (monthly)
Free trial available
Core features
- ✦AI-driven financial reporting
- ✦Consolidations
- ✦Forecasting
- ✦Dashboards
- ✦Financial Statements
- ✦Spreadsheet Link
- ✦Data Review
- ✦Multi-bank sync across 2,000+ banks with AI transaction categorization
- ✦AI-powered 12-month cash flow forecasting and scenario planning
- ✦Automated daily P&L statements and KPI dashboards
- ✦OCR document management for invoices and receipts
- ✦Interactive break-even calculator
- ✦Supplier cost and inflation tracking
Use cases
- →Businesses use Syft to make better decisions with their financial data through integrated forecasts and reports.
- →Accountants use Syft to transition from traditional accounting to advisory roles by leveraging its analytical capabilities.
- →Organizations use Syft for financial statement compilation to audit for IFRS & GAAP.
- →Small business owners wanting daily cash visibility instead of spreadsheets
- →Founders modeling hiring or spending decisions before committing
- →External CFOs/accountants managing multiple client companies' finances
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