Trezy Review: Cash Flow Without the Spreadsheet

#Quasa #QUA #trezy

Trezy is cash-flow software for owners who do not have a controller. Connect a bank, let AI tag the lines, watch the position, and — on paid seats — edit a 12-month forecast and run scenarios. Official page: 2,500+ businesses, 2,000+ banks, 95% forecast and categorization claims, 99% OCR on invoices. Free is forever, no card: one bank, tracking, basic reports, forecast view-only. Starter / Pro starts at €7.50 a month on annual EU billing (about $12.50–$15 in North America). Premium adds unlimited banks, supplier inflation, team seats, and Pennylane. Some locales still show a flat ~€39 month all-in plan. Read-only PSD2, 256-bit, GDPR. It is treasury visibility, not a full ledger. Your accountant still closes the books.

𝐊𝐄𝐘 𝐒𝐓𝐑𝐄𝐍𝐆𝐓𝐇𝐒:
• Real free plan with a live bank
• AI categories that learn corrections
• 12-month forecast you can edit on Starter
• Invoice OCR and a document pile
• Price that is not an enterprise quote

𝐈𝐃𝐄𝐀𝐋 𝐅𝐎𝐑:
SMBs, shops, agencies, and freelancers who need cash timing more than a general ledger.

𝐇𝐈𝐆𝐇𝐋𝐈𝐆𝐇𝐓𝐒:
• Setup they put under five minutes
• Multi-currency and daily sync
• Break-even and KPI lights
• 7-day trial on paid
• Supplier cost tracking on Premium

𝐏𝐎𝐓𝐄𝐍𝐓𝐈𝐀𝐋 𝐂𝐎𝐍𝐒𝐈𝐃𝐄𝐑𝐀𝐓𝐈𝐎𝐍𝐒:
• Free is one account
• Forecast accuracy is a claim on your history
• Not a replacement for accounting software
• Regional prices differ
• Open-banking coverage is not every credit union

𝐎𝐕𝐄𝐑𝐀𝐋𝐋 𝐕𝐄𝐑𝐃𝐈𝐂𝐓: 4.3/5 stars
Stay Free until the second bank or a scenario matters. Buy Starter when you edit the forecast every week. Take Premium for suppliers and a bookkeeper login. Trust the balance. Stress-test the forecast.

𝐆𝐄𝐓 𝐒𝐓𝐀𝐑𝐓𝐄𝐃: https://quasa.io/projects/trezy