Trezy

Trezy is an AI-powered financial management platform designed for small and medium businesses. It combines cash flow forecasting, real-time P&L tracking, document management, multi-bank synchronization, and supplier cost intelligence in one unified platform. Businesses gain complete visibility into their financial health and reduce the time spent on financial tasks by automating data handling and reporting.

Trezy connects securely to bank accounts via PSD2/Open Banking and imports transaction history to build a real-time cash position. Its AI categorizes transactions, extracts document data, and provides forecasting up to 12 months ahead. The platform emphasizes scenario planning to test decisions before committing to them, all within a single dashboard.

The tool offers real-time cash flow tracking, AI-powered forecasting, and multi-bank support. It also includes automated P&L statements, 20+ KPIs, and investor-ready reports. Users can explore what-if scenarios, assess profitability, and gain insights into margins, liquidity, and runway through automated analytics.

Trezy provides different pricing Plans, integrates with PennyLane, and supports connections to thousands of banks across multiple regions. Documentation, live demos, and free tools are available, with a free forever plan and paid upgrades for advanced features like AI forecasting and multi-bank sync.

Use cases

• Small business owners gain real-time cash flow visibility and AI forecasts to plan hiring, investments, and growth strategies.