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Trezy

Trezy

Cash flow management tool for small businesses

Cash flow managementFinancial performance toolReal-time monitoring
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Introduction

Trezy is a smart & simple tool built to help small business owners better manage cash flow & financial performance. It offers real-time monitoring, predictive forecasting, smart transaction categorization, and bank balance consolidation.

Key Features

Real-time monitoring of cash flow

Predictive forecasting

Smart transaction categorization

Bank balance consolidation

Frequently Asked Questions

What is Trezy?

Trezy is a smart & simple tool built to help small business owners better manage cash flow & financial performance. It offers real-time monitoring, predictive forecasting, smart transaction categorization, and bank balance consolidation.

How to use Trezy?

Using Trezy is straightforward. Sign up, connect your accounts, and start monitoring your cash flow, receiving alerts, and gaining financial insights.

How can Trezy generate my financial reports before my accountant?

Trezy uses a unique algorithm based on 14M accounting entries and 2M cash transactions to estimate monthly financial performance from your cash transactions, providing valuable insights.

Is Trezy a replacement for my accountant?

Trezy is not a replacement for your accountant. It complements their role by providing financial insights to help you make better business decisions. Your accountant remains crucial for fiscal guidance and crisis management.

Use Cases

  • Small business owners managing cash flow
  • Real-time monitoring and alerts for upcoming transactions
  • Consolidating multiple bank balances for clear cash position

How to Use

Trezy: Cash flow management tool for small businesses | Review AI Tools