Trezy Howto
Trezy is an AI-powered cash flow management and financial performance tool for small businesses.
View MoreHow to Use Trezy
Sign up for an account: Visit trezy.io and sign up for a free 7-day trial to get started with Trezy.
Connect your bank accounts: Link your business bank accounts to Trezy using their secure open banking integration. This allows Trezy to automatically import your transactions.
Set up your business profile: Enter basic information about your business like industry, size, etc. This helps Trezy provide more accurate insights.
Review and categorize transactions: Trezy will automatically categorize most transactions, but review them to ensure accuracy and manually categorize any uncategorized items.
View cash flow dashboard: Check your real-time cash flow overview on the main dashboard, which shows current balances, upcoming transactions, and forecasts.
Explore financial reports: Review Trezy's AI-generated financial reports to gain insights into your business performance and benchmark against peers.
Set up alerts: Configure alerts to notify you of important cash flow events or when you're off track from projections.
Use forecasting tools: Utilize Trezy's forecasting features to model different financial scenarios and plan for the future.
Reconcile transactions: Take advantage of Trezy's auto-reconciliation to match transactions with invoices and other financial documents.
Review insights regularly: Check Trezy frequently to stay on top of your finances and leverage its AI-powered insights to make informed business decisions.
Trezy FAQs
Trezy is a smart and simple AI-powered tool built to help small business owners better manage cash flow and financial performance. It provides real-time cash flow monitoring, financial forecasting, and performance insights.
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