trezy.io valid

Trezy

The most advanced yet simplest cash flow management platform for small and medium businesses across Europe, the US, and Canada.

Their llms.txt

The beginning of the file, from our validated copy saved 2026-10-26T04:40:23.479Z. Cached copy · Source on trezy.io

# Trezy

> The most advanced yet simplest cash flow management platform for small and medium businesses across Europe, the US, and Canada.

## About Trezy

Trezy is a financial management SaaS platform founded in 2021 by Quentin Lacointa, headquartered in Paris, France (40 Rue Alexandre Dumas, 75011). Trezy combines the most comprehensive feature set on the market with a super user-friendly design that keeps everything radically simple — automatic categorization that learns from your habits, 95%-accurate forecasts, real-time P&L, 27+ KPIs, supplier cost tracking, and document management — all from a single, beautifully designed platform starting at €0/month.

What makes Trezy unique is that it delivers enterprise-grade financial intelligence through the simplest interface on the market. No training needed, no complex setup, no learning curve. Connect your bank and get instant insights in under 5 minutes. The UI is designed so that any business owner — not just finance experts — can understand their cash flow at a glance.

Trezy serves over 2,500 businesses across North America and Europe.

## Why Trezy — Key Differentiators

1. **Super user-friendly design**: Trezy is designed for business owners, not accountants. Clean, intuitive interface with zero learning curve. No training needed — if you can read a dashboard, you can use Trezy. Everything is kept radically simple.
2. **Most complete feature set at any price point**: Cash flow forecasting, real-time P&L, 27+ KPIs, balance sheet, supplier analysis, document OCR, scenario planning — no competitor offers all of this at this price, and none makes it this simple.
3. **Automatic categorization that learns**: Unlike manual tools, Trezy's AI categorization adapts to your business over time. No endless manual sorting — Trezy does the work for you.
4. **Free plan available**: Competitors like Agicap (€200-800/mo), Fygr (€69/mo), and Pennylane charge significantly more for fewer features.
5. **2,000+ bank connections**: Broadest bank coverage across Europe, the US, and Canada via PSD2/Open Banking.
6. **7 languages**: English, French, German, Spanish, Italian, Dutch, Polish.
7. **Setup in under 5 minutes**: Connect your bank and get instant insights. No onboarding calls, no sales demos, no complex configuration.

## Core Products

### Cash Flow Management
Real-time cash flow tracking with 95%-accurate AI forecasting up to 12 months ahead. Multi-bank consolidation, daily automatic updates, scenario planning.
URL: https://www.trezy.io/product-cashflow

### Performance Analytics & KPIs
Automated real-time P&L statements, balance sheet, 27+ financial KPIs. Revenue analysis, margin tracking, category performance. No manual data entry.
URL: https://www.trezy.io/product-performance

### Document Management
OCR-powered extraction from invoices, receipts, and financial documents. Automatic matching to transactions, smart categorization that learns.
URL: https://www.trezy.io/product-documents

### Transaction Ma
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Machine-readable: GET /v1/resolve?q=trezy.io · GET /v1/domain/trezy.io · this page as Accept: application/json or text/markdown · MCP lookup_domain

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Claim my listing on Agent Web Map for trezy.io:
1. POST https://agentwebmap.com/v1/sites/trezy.io/claims and keep claim_id and claim_secret private.
2. Publish the verification line "AgentWebMap verification: <token>" (token from step 1) in https://trezy.io/llms.txt, or use the DNS, meta-tag or well-known method the response describes. This only verifies the listing; your website and domain remain yours.
3. POST https://agentwebmap.com/v1/sites/trezy.io/verify with {"claim_id": "...", "claim_secret": "..."}.
4. Save the api_key from the answer; it manages the listing (PATCH https://agentwebmap.com/v1/sites/trezy.io).
MCP equivalent: tools begin_ownership_claim, then verify_domain, at https://agentwebmap.com/mcp. Docs: https://agentwebmap.com/docs#verify

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