Trezy
Paris, France
What it is
Trezy is a web-based financial platform for small businesses, including freelancers, startups, and established SMEs. It combines cash flow forecasting, financial analytics, document management, bank synchronization, and supplier cost intelligence. Its AI uses historical transactions and business patterns to forecast cash flow up to 12 months ahead, and users can compare scenarios for business decisions. Trezy provides automated P&L statements and tracks more than 20 KPIs. The 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. QuickBooks Online and Pennylane integrations are listed, with synced accounting data remaining read-only. Data can also be imported through Excel, CSV, or API. The Free plan includes one bank account and email support. Starter costs $12.50 per month, billed $150/year; Premium costs $37.50 per month, billed $450/year. Paid plans include a seven-day trial that does not require a credit card to start.
For and against
For
- Cash flow projections extend up to 12 months
- Scenario planning compares projected business effects
- OCR extracts invoice and receipt details
- Connects to more than 2,000 banks
- Paid plans include a seven-day trial without a card
Against
- Free plan is limited to one bank account
- Starter also lists one bank account
- Bank connections and accounting data are read-only
- E-invoicing is listed only for France and Italy
The verdict
Trezy brings forecasting, analytics, document handling, and bank synchronization into one small-business platform. The Free plan has one bank account; Starter and Premium add paid features at annual-billed monthly rates.
Who it suits
Trezy may suit freelancers, startups, and small businesses that want cash flow projections, financial analytics, and document tools. Its read-only bank connections and accounting integrations may fit teams that want synced financial data without write access.
Plans and prices
Free
1 bank account · cash flow tracking · transaction history · AI categorization
Read 29 Sep 2026 · trezy.io
Starter
1 bank account · cash flow forecasting · invoices and payment tracking · performance analytics
Read 29 Sep 2026 · trezy.io
Premium
Unlimited bank accounts · integrations · price analysis · spending reports
Read 29 Sep 2026 · trezy.io
On the record
- Accounting integrations
- Trezy lists QuickBooks Online and Pennylane integrations, and says their synced accounting data is read-only.trezy.io · read 29 Sep 2026
- Analytics
- Trezy says it provides automated P&L statements and tracks more than 20 KPIs.trezy.io · read 29 Sep 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 · read 29 Sep 2026
- Data imports
- Trezy says users can import data via Excel, CSV, or API.trezy.io · read 29 Sep 2026
- Documents
- The document hub uses OCR to extract invoice and receipt data and provides search and filing features.trezy.io · read 29 Sep 2026
- E-invoicing
- Trezy says e-invoicing is available for businesses operating in France and Italy.trezy.io · read 29 Sep 2026
- Forecasting
- Its AI analyzes historical transactions and business patterns to forecast cash flow up to 12 months ahead.trezy.io · read 29 Sep 2026
- Free plan limit
- The pricing comparison lists one bank account on Free and Starter, with unlimited bank accounts on Premium.trezy.io · read 29 Sep 2026
- Intended users
- Trezy describes the platform as built for small businesses, including freelancers, startups, and established SMEs.trezy.io · read 29 Sep 2026
- Product
- Trezy combines cash flow forecasting, financial analytics, document management, bank synchronization, and supplier cost intelligence.trezy.io · read 29 Sep 2026
- Scenario planning
- Users can model business decisions and compare scenarios to see their projected effect on cash flow.trezy.io · read 29 Sep 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 · read 29 Sep 2026
- Support
- The pricing comparison lists email support for Free and priority support for Starter and Premium.trezy.io · read 29 Sep 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 · read 29 Sep 2026
