Trezy

Trezy connects to your bank accounts and shows your real cash position, then forecasts the next 12 months with AI. It is built for small and medium businesses that want cash tracking, invoices and KPIs without spreadsheets.

The platform includes cash flow management, P&L and KPI analytics, a break-even calculator, an AI-assisted document hub for invoices and receipts, transaction categorisation and supplier cost analysis. More than 2,000 banks are listed as connectable.

A free plan covers core cash flow tracking with one bank account. Paid plans add forecasting, scenario planning, invoices, supplier analysis, unlimited bank accounts and team features, with a 7-day trial on paid tiers and free calculators on the site.