Trezy
Track and forecast cash flow for a small business from one bank-connected view.
Introduction
Trezy helps small business owners manage cash flow. It consolidates bank balances, monitors transactions in real time, categorizes them automatically and produces predictive forecasts. Its estimates are meant to complement, not replace, an accountant's work.
- Added on
- Nov 2, 2026
- Website
- www.trezy.io
- Pricing model
- Free Trial
- Company
- Trezy SAS
Product information
What is Trezy?
A cash flow tool for small businesses that uses AI to categorize transactions and forecast results.
How to use Trezy?
Start the 7-day free trial or request a demo. Connect your bank accounts, then review real-time cash flow, automatic categories and forecasts.
Core features of Trezy
- Real-time cash flow monitoring
- Predictive forecasting
- Smart transaction categorization
- Automated reconciliation
- Financial performance insights
- Document management
Use cases of Trezy
- 1Monitoring cash flow across several sources
- 2Comparing financial scenarios
- 3Consolidating bank balances in one view
- 4Benchmarking performance against industry peers
Frequently asked questions about Trezy
Does Trezy replace an accountant?+
No. Trezy states that an accountant should still guide decisions, especially in complex situations, and that its insights support business decisions.
How accurate are Trezy's estimates?+
Accuracy improves with sector information and imported accounting entries, and with connected accounting or invoicing tools.
Does Trezy offer a free trial?+
Yes, there is a 7-day free trial, and a demo can be booked.
Which category is Trezy in?+
Trezy is listed under AI Accounting.