Trezy - Smart & Simple Cash Flow Management for Small Businesses

Trezy Smart & Simple Cash Flow Management for Small Businesses

Paid

From 39$

Home: https://www.trezy.io

#cash flow
#forecasting
#financial performance
#automation
#reporting
#reconciliation

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What is Trezy?

Trezy provides a comprehensive solution for small businesses to efficiently manage their finances. This smart and simple tool offers real-time cash flow monitoring, predictive forecasting, and automated transaction categorization.

By connecting to multiple bank accounts, it consolidates balances, providing a clear overview of a business's financial position. Its AI-driven performance suite offers crucial insights, empowering users to make informed decisions and benchmark against industry standards.

Features

Cash Flow Management: Keep a pulse on your cash flow in real-time.
Predictive Forecasting: Forecast different scenarios and anticipate upcoming transactions.
Smart Categorization: Automatically categorizes transactions based on banking data.
Auto-Reconciliation: Automatically identifies and reconciles matching documents and transactions.
Financial Performance Insights: Provides insights to make better financial decisions and benchmark against industry peers.
Multi-Bank Analytics: Gain a clear picture of your true cash position by consolidating balances from multiple accounts.

Use Cases

Real-time cash flow monitoring
Financial forecasting and scenario planning
Automated transaction categorization and reconciliation
Generating financial performance reports
Benchmarking against industry competitors
Managing payables and receivables

FAQs

How can you generate my financial reports before my accountant?

Trezy developed a unique algorithm that allows us to estimate monthly financial performance from cash transactions. Our algorithm is based on 14M accounting entries and 2M cash transactions. Accounting companies use us daily.
Are you replacing my accountant?

We are not replacing your accountant and we strongly recommend that you so not to take any shortcuts on this. When your company is in trouble or needs extra attention, your accountant is the best person to guide you through it (fiscal control, sanitary or financial crisis, etc.) Our tool gives you financial insights that will help you to make better business decisions.
How accurate is your estimate?

If we know your sector and only receive cash transactions from you, then we are able to provide a good estimation of your profitability and you will know if you are losing money or profiting. The more information you give Trezy, the more accurate our estimations will be. For example, if you (or your accountant) imports past accounting entries from your company, we'll have a more realistic viewpoint of your business situation. Also, if you already use tools to prepare your accounting or to do your invoices, we can connect them to our system so our algorithm keeps learning and adapting to better suit your needs. Our goal is to give you better estimations than what a physical person could ever give you.
How is it that you are much cheaper than your competitors?

Our competitors can be separated in two groups:1. Cash flow forecasting tools: These tools use no or basic AI and are not learning from you. This means they heavily rely on maintenance. Besides, it is not recommended and can even be dangerous to manage your company only on cashflow as it can gives you a false view of your profitability.2. Accounting tools that try to automate most of the work: These tools are not solving your dependance on accounting so you will always have to wait for it to be processed in order to get your finances. This will cost you extra from your accountant and doesn't change anything on what you can get from your current advisors.