Treasy

Treasy is a software solution designed to streamline budgeting and financial planning processes for companies of various sizes. According to the vendor, Treasy caters to the needs of controllers, CFOs, finance directors, business owners, and entrepreneurs across industries such as manufacturing and services. The product offers features that include budget creation, financial reporting, data integration, scenario planning, collaboration, and more, aiming to empower organizations to make informed, data-driven decisions and achieve their financial goals.

Key Features

Budgeting and Financial Planning: According to the vendor, Treasy helps streamline the budgeting process by allowing users to create detailed budgets and forecasts, track actual financial performance against budgets, and generate variance analysis reports.

Financial Reporting: The vendor claims that Treasy enables users to create customizable financial reports, including balance sheets, income statements, and cash flow statements. Users can analyze financial data and trends, and compare actual performance to budgeted targets.

Data Integration: According to the vendor, Treasy seamlessly integrates with ERP systems and accounting software, allowing users to automatically import financial data, ensuring accuracy and consistency.

Scenario Planning: The vendor states that Treasy allows users to create multiple scenarios to analyze different business outcomes and assess the impact of changes in variables such as sales, costs, and investments. Users can evaluate the financial implications of different strategic decisions.

Collaboration and Workflow: According to the vendor, Treasy enables multiple users to collaborate on the budgeting process, assign tasks and responsibilities to team members, and track progress to ensure accountability.

Dashboards and KPIs: The vendor claims that Treasy provides interactive dashboards to visualize key financial metrics and performance indicators. Users can monitor real-time data and track progress towards goals, facilitating data-driven decision-making.

Expense Management: According to the vendor, Treasy allows users to track and manage expenses across different departments, set budget limits, monitor spending, and generate expense reports to analyze spending patterns.

Forecasting and Predictive Analytics: The vendor states that Treasy utilizes historical data to forecast future financial performance. Users can apply predictive analytics to identify trends and patterns, helping them make informed decisions based on accurate financial projections.

Compliance and Audit Trail: According to the vendor, Treasy helps maintain a complete audit trail of budgeting and financial planning activities, ensuring compliance with financial regulations and standards. Users can track changes and revisions made to budgets and forecasts.

Data Security and Privacy: The vendor claims that Treasy implements robust security measures to protect sensitive financial data. The product also aims to comply with data privacy regulations and standards, safeguarding confidential information from unauthorized access.

Automation and Efficiency: According to the vendor, Treasy automates repetitive tasks and calculations, reducing manual data entry and errors. The product aims to improve efficiency and productivity in the budgeting process.