Overview
What is Trezy?
Trezy is presented as a comprehensive cash management software that equips businesses with real-time financial insights and tools for effective decision-making.Key Features:Real-Time Financial Dashboards: Up-to-the-minute financial data displayed with dynamic dashboards. This can be used to manage a company's cash…
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Get StartedPricing
Entry-level set up fee?
- No setup fee
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Starting price (does not include set up fee)
- $39 per month per installation
Product Details
- About
- Competitors
- Tech Details
What is Trezy?
Trezy is presented as a comprehensive cash management software that equips businesses with real-time financial insights and tools for effective decision-making.
Key Features:
- Real-Time Financial Dashboards: Up-to-the-minute financial data displayed with dynamic dashboards. This can be used to manage a company's cash position, track revenue, and stay informed about its costs and margins over any period.
- Automated Cash Flow Forecasting: Forecasting tools to predict a business's future cash flows with accuracy, or to build scenarios as Trezy automates forecasts based on historical data.
- Bank Balance Consolidation: Displays all bank account balances in one place without the need to switch between different banking apps.
- Zero Manual Entry: Bank accounts can be connected to Trezy for automatic transaction categorization and supplier/customer name recognition.
Benefits and ROI:
- Streamlined Financial Operations: Reduced need for manual data entry and administrative tasks.
- Enhanced Decision-Making: With accurate financial projections, businesses can plan ahead and make informed decisions, thereby increasing their return on investment.
- Cost Reduction: A decrease in costs related to financial management through the software’s ability to automate and simplify complex tasks.
Security and Compliance:
- Trezy is compliant with the Payment Services Directive 2 (PSD2) standards, ensuring the protection for financial data with encryption algorithms and secure authentication mechanisms, alongside continuous monitoring for any suspicious activities.
Integration and Compatibility:
- The Trezy platform is designed to integrate with existing accounting systems and bank accounts, providing a unified and streamlined financial management experience.
In conclusion, Trezy provides a comprehensive financial management solution used with the goal of streamlining operations, enhancing decision-making, and safeguarding data.
Trezy Features
- Supported: Automated Cash Flow Forecasting
- Supported: Bank Balance Consolidation
- Supported: Intelligent Transaction Categorization
Trezy Screenshots
Trezy Video
Trezy Competitors
Trezy Technical Details
Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
---|---|
Operating Systems | Unspecified |
Mobile Application | No |
Supported Countries | France, Spain, Netherlands, Germany, Portugal, United Kingdom, United states, Italy, Ireland, Sweden, Denmark, Croatia |
Supported Languages | French, Spanish, Dutch, English |