Trezy

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About

Trezy is a web-based finance platform for small businesses, combining cash flow forecasting, financial analytics, document management, bank synchronization, and supplier cost intelligence. Its AI analyzes historical transactions and business patterns to project cash flow up to 12 months ahead; scenario planning lets users compare the expected effects of business decisions. The platform creates automated P&L statements and tracks more than 20 KPIs. Its document hub uses OCR to extract invoice and receipt details, with search and filing tools. Trezy connects to more than 2,000 banks across Europe, the US, and Canada through read-only open banking connections. It lists QuickBooks Online and Pennylane integrations, with synced accounting data read-only, and accepts Excel, CSV, or API imports. Free includes one bank account. Starter is $12.50 per month, billed $150/year; Premium is $37.50 per month, billed $450/year. Paid plans have a seven-day trial without a credit card to start. E-invoicing is available in France and Italy.

Who it is for

Trezy is aimed at small businesses, including freelancers, startups, and established SMEs. It may suit teams seeking forecasts and financial tracking alongside bank connections, accounting integrations, and document handling.

What is good

Forecasts cash flow up to 12 months ahead.
Models projected effects of business decisions.
OCR extracts invoice and receipt details.
Connects to more than 2,000 banks.
Imports data through Excel, CSV, or API.

What to know first

Free and Starter include one bank account.
Accounting integrations provide read-only synced data.
E-invoicing is limited to France and Italy.

Verdict

Trezy combines forecasting, analytics, bank synchronization, and document tools for small-business finance. Check the one-account limit on Free and Starter, and note that paid plan prices are billed annually.

Compared on cash flow management software

Free plan: Yestrezy.io
Paid from: $12.50/motrezy.io
Bank synchronization: Yestrezy.io
Cash position view: Yestrezy.io
Inflow/outflow tracking: Yestrezy.io
Bank connection limit: 1 connectionstrezy.io
Multi-entity support: Yestrezy.io
Scenario planning: Yestrezy.io

Facts

Product: Trezy combines cash flow forecasting, financial analytics, document management, bank synchronization, and supplier cost intelligence.trezy.io · 29 Sept 2026
Forecasting: Its AI analyzes historical transactions and business patterns to forecast cash flow up to 12 months ahead.trezy.io · 29 Sept 2026
Analytics: Trezy says it provides automated P&L statements and tracks more than 20 KPIs.trezy.io · 29 Sept 2026
Documents: The document hub uses OCR to extract invoice and receipt data and provides search and filing features.trezy.io · 29 Sept 2026
Bank connections: Trezy says it connects to more than 2,000 banks across Europe, the US, and Canada using read-only open banking connections.trezy.io · 29 Sept 2026
Accounting integrations: Trezy lists QuickBooks Online and Pennylane integrations, and says their synced accounting data is read-only.trezy.io · 29 Sept 2026
Data imports: Trezy says users can import data via Excel, CSV, or API.trezy.io · 29 Sept 2026
Security: Trezy says it uses 256-bit encryption, PSD2-compliant read-only bank connections, and GDPR protections, and does not store bank credentials.trezy.io · 29 Sept 2026
Free plan limit: The pricing comparison lists one bank account on Free and Starter, with unlimited bank accounts on Premium.trezy.io · 29 Sept 2026
Trial: The pricing page says paid plans include a seven-day free trial and that no credit card is required to start it.trezy.io · 29 Sept 2026
Support: The pricing comparison lists email support for Free and priority support for Starter and Premium.trezy.io · 29 Sept 2026
Intended users: Trezy describes the platform as built for small businesses, including freelancers, startups, and established SMEs.trezy.io · 29 Sept 2026
E-invoicing: Trezy says e-invoicing is available for businesses operating in France and Italy.trezy.io · 29 Sept 2026