Trezy is a financial forecasting and cash flow management tool that consolidates bank balances and automates transaction categorization using AI algorithms. It enables small business owners to monitor cash flow in real-time, forecast financial scenarios, and gain insights for better decision-making, ultimately reducing cash uncertainty.
Funding
$4.2M 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.
Founders
Product
Problem
Small business owners often struggle with fragmented financial data across multiple bank accounts, making it difficult to get a real-time view of their cash flow. This lack of visibility leads to uncertainty in forecasting, poor decision-making, and potential cash shortages.
Solution
Trezy is a cash flow management and financial performance tool designed to provide small business owners with a consolidated view of their finances. By connecting to multiple bank accounts, Trezy automatically categorizes transactions using AI algorithms, offering real-time insights into cash positions. The platform enables users to forecast different financial scenarios, anticipate upcoming transactions, and receive alerts when financial performance deviates from projections. Trezy also generates financial reports estimating monthly performance from cash transactions, allowing business owners to assess operational efficiency and benchmark against industry peers.
Target Audience
Trezy is primarily targeted towards small business owners in sectors such as retail, restaurants, and agencies who need a simple way to manage cash flow and improve financial decision-making.
Features
- Automated transaction categorization using AI based on a knowledge base of 14M accounting entries and 2M cash transactions
- Real-time cash flow monitoring across multiple bank accounts
- Predictive forecasting to anticipate upcoming transactions and potential cash shortfalls
- Scenario planning to model different financial outcomes
- Automated reconciliation of documents and transactions
- Financial performance reporting with key financial ratios
- Customizable alerts to notify users when they are off track
- Integration capabilities with existing accounting and invoicing tools