Trezy review
A value-focused cash flow platform with a free plan and practical paid forecasting tools.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
Trezy is a cash flow management platform for freelancers, startups, and small and medium-sized businesses. It connects bank accounts through PSD2 and open banking, consolidates balances and transactions, tracks inflows and outflows, and categorizes activity with AI transaction categorization. The platform also includes cash flow forecasting, scenario planning, financial reporting, invoice and receipt document management, supplier analysis, and accounting integrations. Its web and API access make it suitable for businesses that want a central view of cash position and financial activity.
Trezy uses a freemium pricing model. The Free plan costs $0 per month and includes cash flow statements, transaction history, and unique bank accounts. Starter costs $15 per month or $150 per year, with cash flow forecasting, invoices, invoice payment tracking, performance analytics, and scenario planning added to the Free features. Premium costs $40 per month or $450 per year and adds integrations to the Starter feature set. The published annual starting price is $12.50 per month for Starter, while the annual plan is priced at $150 per year. A 7-day free trial is also available.
The product’s strongest fit is for small businesses that need more than basic transaction visibility but want to control software costs. Forecasting extends up to 12 months, and what-if planning supports comparisons between potential financial outcomes. Reporting includes profit and loss, balance sheet, and KPI views. Integrations include QuickBooks Online, Pennylane, Excel, CSV, and API access. Trezy may be less suitable for businesses that need a broader named integration ecosystem or more than one bank connection on the Free plan. Choose it for accessible cash flow monitoring and planning; consider an alternative when integration breadth is the deciding requirement.
Trezy pros and cons
- Where it wins
- Free plan covers cash flow statements and transaction history
- Paid plans add forecasting, scenarios, invoices, and analytics
- Bank synchronization, reporting, and multi-bank cash visibility
- Where it doesn't
- Free plan does not include forecasting or scenario planning
- Bank connection limit is one on the free plan
- Named accounting integrations are QuickBooks Online and Pennylane
Trezy fact sheet, pricing and score →
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