Trezy

Trezy is an AI-powered financial management platform for small and medium-sized businesses. Connect your bank accounts with secure read-only access, and Trezy imports up to 24 months of transaction history, automatically categorises transactions and shows your real cash position in about five minutes. From there it forecasts cash flow up to 12 months ahead, generates P&L statements that update daily rather than at month-end, and tracks 20+ KPIs with traffic-light health indicators. AI-powered OCR extracts data from invoices and receipts into audit-ready archives, auto-reconciliation matches documents to transactions, supplier cost intelligence tracks price increases at product level, and an interactive break-even calculator models different scenarios. Trezy connects to more than 2,000 banks through PSD2 and integrates with accounting tools such as Pennylane and QuickBooks, with bank-level 256-bit encryption and GDPR compliance.