Trezy
AI cash-flow and bookkeeping dashboard for small businesses wanting real-time forecasting, bank sync, and automated document management.
What it does
Trezy is a financial management platform for small businesses that connects bank accounts to give a real-time cash position, AI-driven 12-month forecasts, and automated transaction categorization. It also includes P&L reporting, a break-even calculator, and OCR-based invoice/receipt handling.
How to use: Start a 7-day free trial or book a demo. Connect your bank accounts to Trezy to consolidate balances and monitor cash flow in real-time. The AI will automatically categorize transactions and provide predictive forecasting.
Core features
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
Best for
→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
Pricing
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)
Toolspool rankingby monthly traffic
Tutorials
Step-by-step: exactly how to get things done with it.