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Trezy Reviews & Product Details

Mara J.
MJ
Small-Business(50 or fewer emp.)
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Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about Trezy?

The design ensures that anyone, regardless of expertise, can navigate it with ease. It streamlines tasks efficiently, allowing for smoother workflows and increased productivity. It's a valuable tool that I would highly recommend for businesses seeking simplicity and effectiveness. Review collected by and hosted on G2.com.

What do you dislike about Trezy?

Occasional glitches or bugs. One challengin aspect is that Trezy sometimes fails to recognize important information from the receipts, and you need to put them in manually. Review collected by and hosted on G2.com.

What problems is Trezy solving and how is that benefiting you?

Streamlining tasks related to expense management and organizational efficiency. It eliminates manual data entry, saving valuable time and reducing the risk of errors. It enhances productivity, accuracy, and convenience, benifiting users by optimizing their workflow. Review collected by and hosted on G2.com.

Trezy Overview

What is Trezy?

Simplify Your Cash Management with Trezy: The Ultimate Business Insight Tool Discover Trezy, the revolutionary cash management software designed for businesses seeking to streamline their financial operations without the hassle of tedious administration. Our intuitive platform offers real-time monitoring of your cash position, consolidates bank balances from multiple accounts in a single view, and provides smart forecasting to plan your financial future with ease. Key Features: Real-Time Financial Dashboards: Gain immediate insights into your revenues, costs, cash flows, and margins with Trezy's auto-populated dashboards. Make informed decisions based on comprehensive financial overviews over any period. One-Stop Bank Balance Management: Say goodbye to switching between apps. Trezy consolidates your bank balances from multiple accounts, offering a unified view of your financial status. Future-Proof Your Finances: With Trezy, planning ahead is simpler than ever. Utilize our automated smart forecasts to build scenarios and anticipate your financial needs with precision. Automated Administration: Connect your bank account and let Trezy automate the rest. From categorizing transactions to identifying supplier/customer names and calculating performance ratios like gross margins, Trezy handles it all. Robust Data Security: Your financial data's security is our top priority. Trezy adheres to the highest data security protocols, including PSD2 compliance, ensuring your information is protected through advanced encryption and continuous monitoring.

Trezy Details
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Product Description

Simplify Your Cash Management with Trezy: The Ultimate Business Insight Tool Discover Trezy, the revolutionary cash management software designed for businesses seeking to streamline their financial operations without the hassle of tedious administration. Our intuitive platform offers real-time monitoring of your cash position, consolidates bank balances from multiple accounts in a single view, and provides smart forecasting to plan your financial future with ease. Key Features: Real-Time Financial Dashboards: Gain immediate insights into your revenues, costs, cash flows, and margins with Trezy's auto-populated dashboards. Make informed decisions based on comprehensive financial overviews over any period. One-Stop Bank Balance Management: Say goodbye to switching between apps. Trezy consolidates your bank balances from multiple accounts, offering a unified view of your financial status. Future-Proof Your Finances: With Trezy, planning ahead is simpler than ever. Utilize our automated smart forecasts to build scenarios and anticipate your financial needs with precision. Automated Administration: Connect your bank account and let Trezy automate the rest. From categorizing transactions to identifying supplier/customer names and calculating performance ratios like gross margins, Trezy handles it all. Robust Data Security: Your financial data's security is our top priority. Trezy adheres to the highest data security protocols, including PSD2 compliance, ensuring your information is protected through advanced encryption and continuous monitoring.


Seller Details
Seller
Trezy
Year Founded
2021
HQ Location
Paris, FR
LinkedIn® Page
www.linkedin.com
19 employees on LinkedIn®

Quentin L.
QL
Overview Provided by:
Chief Executive Officer & Co-Founder at Trezy

Recent Trezy Reviews

Mara J.
MJ
Mara J.Small-Business (50 or fewer emp.)
5.0 out of 5
"Trezy is a great app for business operations. Its interface is user-friendly and adaptable."
The design ensures that anyone, regardless of expertise, can navigate it with ease. It streamlines tasks efficiently, allowing for smoother workflo...
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Trezy Media

Trezy Demo - Comprehensive Transaction Management
Gain financial oversight with Comprehensive Transaction Management. Every transaction is itemized and categorized for easy reference, showcasing the fluidity of your financial operations. It's built to enhance transparency, with the ability to filter by date, amount, type, and labels, turning com...
Trezy Demo - Real-Time Cash Flow Visualization
Navigate your company's financial health with our Real-Time Cash Flow Visualization. This dashboard provides an instant snapshot of your current cash position, trend lines for historical comparison, and projections for future cash flow. It's designed for clarity and ease, allowing you to switch e...
Trezy Demo - Detailed Profit and Loss Reports
Unveil your business performance with our Detailed Profit and Loss Reports. From operational revenue to expenses, this view offers a granular analysis of your profitability over time. It's an essential tool for stakeholders to assess financial outcomes and make data-driven decisions that align wi...
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