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Tresio

Tresio is a cloud‑based financial management platform that consolidates bank accounts, transactions, and balances from over 2,700 banks across 33 countries into a single dashboard. It supports multi‑entity, multi‑currency, and crypto accounting, offering real‑time cash‑flow forecasting, scenario planning, and automated investor‑ready reporting for real‑estate developers and fast‑growing SMEs.

Zürich, SwitzerlandFounded 202011700+ followers
Updated 2 months ago

Funding

$325K raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.

Funding rounds are not available yet.

Founders

Product

Problem

Real estate developers and fast‑growing SMEs often manage finances across multiple legal entities, banks, currencies, and jurisdictions using scattered spreadsheets, which leads to data silos, errors, and delayed decision‑making.

Solution

Tresio offers a cloud‑based financial management platform that consolidates bank accounts, transactions, and balances from over 2,700 banks in 33 countries into a single dashboard. The tool supports multi‑entity and multi‑currency accounting, allowing users to track liquidity, loans, and cash‑flow forecasts across projects and subsidiaries in real time. Integrated APIs automatically import data from accounting and payment systems such as Bexio, Stripe, Deel, and Plaid, eliminating manual entry. Built‑in scenario planning lets finance teams model base, best, and worst‑case outcomes and generate investor‑ready reports without spreadsheet manipulation. The platform also provides real‑time FX rates, crypto balances, and KPI metrics to support strategic financial control.

Target Audience

Primary users are finance teams of real‑estate developers, venture‑backed startups, and SMEs that operate multiple legal entities, bank accounts, or currencies and need consolidated financial visibility.

Features

  • Unified multibanking interface connecting to 2,700+ banks, with daily balance and transaction sync across entities and jurisdictions
  • Multi‑currency and crypto support, automatically applying live FX rates for consolidated reporting
  • Seamless API integrations with major accounting, invoicing, and payroll tools (Bexio, Stripe, Deel, GoCardless, Plaid, etc.) for real‑time data import
  • Scenario‑based cash‑flow forecasting and KPI dashboards (liquidity ratio, cash‑flow margin, gross margin) for rapid planning
  • Automated generation of customizable financial reports and investor updates, exportable via standard formats
  • Role‑based access control for subsidiaries, foreign branches, and external advisors
This profile is AI-generated and may contain inaccuracies.