Trezy - Complete Company Profile

Trezy is a software company. Trezy offers 6 products: Supplier Analysis & Cost Intelligence, Document Management Hub, Transaction Management, Cash Flow Management, Performance Analytics & KPIs, Break-Even Calculator.

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Trezy is an AI-powered financial management platform designed for small and medium businesses. It combines cash flow forecasting, real-time P&L tracking, document management, multi-bank synchronization, and supplier cost intelligence in one unified platform. Businesses save 10+ hours per week on financial management and gain complete visibility into their financial health.

"Know Your Cash Position. Always."

What Trezy Offers

6 products and services

Supplier Analysis & Cost Intelligence

Trezy's Supplier Analysis & Cost Intelligence platform helps businesses track every supplier cost, monitor price increases in real-time, and identify...

Product-level price tracking with historical charts
Weighted inflation calculations based on spend

Document Management Hub

Trezy's Document Management Hub is an AI-powered platform for importing, organizing, and tracking invoices, receipts, and financial documents. It features...

AI-powered OCR with 99% accuracy for invoices, receipts, contracts, and statements
Automatic extraction of vendor names, dates, amounts, line items, tax details, and payment terms

Transaction Management

Trezy's Transaction Management automates and streamlines business transaction processing by connecting 2000+ banks worldwide, providing daily automatic sync, AI-powered categorization,...

Multi-bank connection and consolidation
Real-time and daily automatic synchronization

Cash Flow Management

Trezy's Cash Flow Management solution provides real-time tracking, AI-powered forecasting, and scenario planning to help businesses gain instant visibility and...

Real-time cash position tracking with live balance updates
Multi-bank account consolidation (2,000+ banks supported)

Performance Analytics & KPIs

Trezy's Performance Analytics & KPIs provides real-time profit and loss tracking, automated KPI monitoring, and instant professional financial reporting. It...

Automated P&L generation with real-time updates
Country-specific accounting formats (e.g., French PCG, US GAAP)

Break-Even Calculator

Trezy's Break-Even Calculator provides interactive break-even analysis and profitability planning, enabling businesses to visualize their path to profitability, understand cost...

Interactive visualization with dynamic charts
Real-time calculation and instant updates

Company Information

Enriched company details and information

Know Your Cash Position. Always.

Description

Trezy is an AI-powered financial management platform designed for small and medium businesses. It combines cash flow forecasting, real-time P&L tracking, document management, multi-bank synchronization, and supplier cost intelligence in one unified platform. Businesses save 10+ hours per week on financial management and gain complete visibility into their financial health.

What They Do

AI-powered financial management platform for cash flow tracking, forecasting, and analytics.

Who They Serve

Small and medium businesses across various industries including restaurants, e-commerce, SaaS, and manufacturing.

Key Value Propositions

95% forecast accuracy
Real-time financial insights
Automated financial reporting
Document management with 99% OCR accuracy
Multi-bank synchronization with 2,000+ banks connected
AI-powered intelligence for transaction categorization

Target Customers

Small and medium-sized businesses
Entrepreneurs
Financial management teams

Industries Served

Restaurants
E-commerce
SaaS
Manufacturing
Retail
Consulting
Construction

API Information

Homepage Full Text

Trezy provides instant visibility into your business cash position by connecting all your bank accounts in one unified dashboard. Our AI-powered cash flow forecasting predicts your financial future up to 12 months ahead with 95% accuracy., helping you make informed decisions about investments, hiring, and growth strategies. Stop relying on outdated spreadsheets and manual calculations.

Testimonials

"Trezy revealed I was barely breaking even. I was hiring too fast, so slowed down to focus on growing my customer base. Without Trezy, I'd have spotted the issue five months later!"

Danielle Fraudeau-Diomande - CEO

Products & Offerings

Detailed information about Trezy's products and services. Each offering is enriched with AI-powered insights to help you understand capabilities, features, and use cases.

Supplier Analysis & Cost Intelligence

Supplier Analysis & Cost Intelligence is a platform that provides real-time tracking of supplier costs, automatic detection of price increases, and identification of cost optimization opportunities. It leverages AI to analyze supplier spending, track inflation at the product level, and recommend actions to reduce procurement costs.

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Product Overview

Trezy's Supplier Analysis & Cost Intelligence platform helps businesses track every supplier cost, monitor price increases in real-time, and identify savings opportunities automatically. The solution aims to save 5-15% on procurement costs by providing real-time inflation tracking, spend optimization, and actionable recommendations.

Detailed Description

Supplier Analysis & Cost Intelligence is a platform that provides real-time tracking of supplier costs, automatic detection of price increases, and identification of cost optimization opportunities. It leverages AI to analyze supplier spending, track inflation at the product level, and recommend actions to reduce procurement costs.

Key Features

  • Product-level price tracking with historical charts
  • Weighted inflation calculations based on spend
  • Automatic alerts when prices spike
  • Real-time supplier dashboards with spend analytics
  • Order frequency and payment term tracking
  • Historical spend trends and forecasting
  • Automatic consolidation recommendations
  • Volume discount opportunity alerts
  • Alternative supplier suggestions with cost comparisons
  • AI-powered analysis of supplier spending patterns
  • Exportable supplier scorecards (PDF/Excel)
  • Integration with accounting software and bank accounts via secure API
  • No manual data entry required

Key Benefits

  • Save 5-15% on procurement costs
  • Catch hidden supplier price increases (2-8% typical recovery)
  • Unlock volume discounts through supplier consolidation (3-7% savings)
  • Negotiate better terms using data-driven insights (2-5% improvement)
  • Switch to alternative suppliers when prices spike (5-12% on affected products)
  • Gain real-time visibility into supplier spend and inflation
  • Identify actionable savings opportunities automatically
  • Export supplier reports for negotiations
How It Works
1.Connect Trezy to your accounting system or bank via secure API.
2.Trezy automatically imports purchase invoices and transactions.
3.AI categorizes suppliers and products, tracking prices over time.
4.Weighted inflation rates are calculated based on purchase volume.
5.Interactive dashboards provide real-time analytics and cost trends.
6.The system identifies and recommends savings opportunities.
7.Export reports for supplier negotiations.
Documentation
View Documentation
Who Is It For
  • Businesses that purchase products or materials from suppliers
  • Restaurants and food services
  • Manufacturing and production
  • Retail and wholesale
  • Construction
  • Healthcare facilities
  • Hospitality
  • E-commerce
  • SaaS companies
  • Any business with recurring supplier purchases
Requirements
  • Connection to accounting software (e.g., PennyLane, QuickBooks, Xero) or bank accounts via API
Detailed Sections
Stop hidden inflation from destroying your margins

Track every supplier cost, monitor price increases in real-time, and identify savings opportunities automatically. Save 5-15% on procurement costs.

Why Businesses Lose 5-15% to Hidden Costs

Most businesses have no idea how much supplier inflation is eating into their margins.

  • Suppliers quietly raise prices by 2-5% annually, often unnoticed.
  • Lack of real-time visibility into supplier costs.
  • Missed opportunities for volume discounts and supplier consolidation.
  • Manual supplier comparisons are time-consuming and quickly outdated.
Complete Supplier Intelligence Platform

Track every supplier cost, monitor inflation, and optimize spending automatically.

  • Product-level price tracking with historical charts
  • Weighted inflation calculations based on spend
  • Automatic alerts when prices spike
  • Real-time supplier dashboards with spend analytics
  • Order frequency and payment term tracking
  • Historical spend trends and forecasting
  • Automatic consolidation recommendations
  • Volume discount opportunity alerts
  • Alternative supplier suggestions with cost comparisons
How Businesses Save with Supplier Intelligence

Real results from companies optimizing their supplier costs.

  • €45K saved by catching hidden price increases
  • 12% cost reduction through supplier consolidation
  • Stable margins by tracking product-level inflation
Solutions by Industry

See how businesses in your industry use Trezy.

  • Restaurants: Manage seasonal cash flow and supplier costs
  • E-commerce: Track inventory and marketplace cash flow
  • SaaS: Monitor MRR, churn, and runway
  • Manufacturing & Production: Track raw material price fluctuations, monitor component supplier reliability, and negotiate long-term contracts with data-driven insights
Common Questions About Supplier Analysis

Get answers to frequently asked questions about Trezy's supplier cost management features.

Supporting Resources
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trezy.ioDocumentationtrezy.io
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trezy.iotrezy.io
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trezy.iotrezy.io

Document Management Hub

The Document Management Hub centralizes all financial documents, using AI to extract data and automate organization. It enables businesses to find any document in seconds, reduce time spent on manual filing, and avoid costly errors from lost or misfiled documents.

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Product Overview

Trezy's Document Management Hub is an AI-powered platform for importing, organizing, and tracking invoices, receipts, and financial documents. It features automated data extraction, smart filing, and instant search, helping businesses save time, reduce errors, and stay audit-ready.

Detailed Description

The Document Management Hub centralizes all financial documents, using AI to extract data and automate organization. It enables businesses to find any document in seconds, reduce time spent on manual filing, and avoid costly errors from lost or misfiled documents.

Key Features

  • AI-powered OCR with 99% accuracy for invoices, receipts, contracts, and statements
  • Automatic extraction of vendor names, dates, amounts, line items, tax details, and payment terms
  • Supports PDFs, images, scans, photos, and common file formats (PDF, JPEG, PNG, TIFF, HEIC, multi-page docs)
  • Bulk upload via drag-and-drop, email forwarding, or folder sync
  • Automatic document categorization and smart filing by type, vendor, date, category, and custom tags
  • Custom folders and tagging system
  • Audit-ready archives with version history
  • Full-text universal search with natural language queries and advanced filters
  • Save searches for one-click access
  • Real-time document processing (5-10 seconds per document, parallel bulk processing)
  • Integration with PennyLane and other accounting platforms
  • Export data to CSV, Excel, PDF, or share with accountant
  • Access controls for team permissions
  • Automatic backups and secure European data center storage

Key Benefits

  • Save 20+ hours per month searching for documents
  • Eliminate missing invoices and receipts
  • Avoid lost early payment discounts
  • Reduce risk of tax penalties from poor documentation
  • Instant document retrieval (<1 second search)
  • Audit-ready archives and compliance
  • Automated, accurate data extraction (99% OCR accuracy)
  • Seamless integration with accounting software
Documentation
View Documentation
Who Is It For
  • Businesses of all sizes
  • Controllers
  • CFOs
  • Accountants
  • Retail chains
  • Tech companies
  • Service firms
  • Industries including restaurants, e-commerce, SaaS, manufacturing, retail, consulting, and construction
Requirements
  • No credit card required for 14-day free trial
  • Internet access for cloud-based platform
Detailed Sections
Centralize your financial documents

Import, organize, and track all your invoices, receipts, and financial documents with AI-powered extraction and smart filing. Find any document in seconds.

The Hidden Cost of Document Chaos
  • Businesses waste 20+ hours monthly searching for documents
  • Missing invoices & receipts: Searching through emails, folders, and paper stacks wastes hours every month. Critical documents disappear when you need them most.
  • Lost early payment discounts: Without organized invoices, you miss 2% early payment discounts. That's thousands in lost savings every year.
  • Tax penalties from poor documentation: Lost receipts mean missed deductions and potential audit issues. Poor documentation costs businesses thousands in tax penalties annually.
  • 20+ hours wasted searching: Teams waste over 20 hours monthly hunting for documents. Time better spent growing your business, not managing files.
Complete Document Management Solution

Everything you need to organize, track, and manage financial documents effortlessly.

  • Extract Everything Automatically with 99% Accuracy: Upload any invoice or receipt and watch our AI extract vendor names, dates, amounts, line items, tax details, and payment terms in seconds. Industry-leading 99% accuracy rate.
  • Never File Another Document Manually: Documents automatically organize by type, vendor, date, category, and custom tags. Create filing systems that match your workflow. Set up once, automate forever.
  • Find Any Document in Under 1 Second: Full-text search across all documents. Natural language queries, advanced filters, and instant results. Search by vendor, amount, date range, or any text inside documents.
Ready to Organize Your Financial Documents?

Join 2,500+ businesses saving 20+ hours per month with smart document management.

Common Questions About Document Management

Get answers to frequently asked questions about Trezy's document management features.

Transaction Management

Transaction Management by Trezy enables businesses to connect all their bank accounts in one place, automatically sync transactions, categorize them using AI, and reconcile accounts with minimal manual effort. The platform supports multi-currency operations and provides advanced search, filtering, and export capabilities.

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Product Overview

Trezy's Transaction Management automates and streamlines business transaction processing by connecting 2000+ banks worldwide, providing daily automatic sync, AI-powered categorization, multi-currency support, and automated reconciliation. It transforms fragmented, manual transaction workflows into a unified, intelligent, and efficient process for businesses.

Detailed Description

Transaction Management by Trezy enables businesses to connect all their bank accounts in one place, automatically sync transactions, categorize them using AI, and reconcile accounts with minimal manual effort. The platform supports multi-currency operations and provides advanced search, filtering, and export capabilities.

Key Features

  • Multi-bank connection and consolidation
  • Real-time and daily automatic synchronization
  • AI-driven transaction categorization (95% accuracy)
  • Custom rules and categories for categorization
  • Advanced search and filtering with saved views
  • Bulk editing and retroactive category application
  • Automated and manual reconciliation
  • Multi-currency tracking and reporting
  • Export to Excel, CSV, PDF with customizable filters
  • Integration with PennyLane accounting software (premium)
  • 24/7 support

Key Benefits

  • Connects to 2000+ banks worldwide via secure PSD2/Open Banking
  • Daily automatic transaction sync and consolidation
  • 95% accurate AI-powered transaction categorization
  • Multi-currency support with real-time exchange rates
  • Automated reconciliation with invoices and receipts
  • Advanced search, filtering, and custom views
  • Bulk editing and export to Excel, CSV, PDF
  • Customizable categories, subcategories, and rules
  • Bank-level security and compliance
  • Saves significant manual effort and reduces errors
How It Works
1.Connect your bank accounts via secure PSD2/Open Banking (read-only access, credentials never stored)
2.Transactions are automatically synced and consolidated across all accounts and currencies
3.AI categorizes transactions instantly and learns from user corrections
4.Users can create custom categories, rules, and tags
5.Automated reconciliation matches transactions with invoices/receipts; manual matching also available
6.Advanced search and filtering enables quick transaction retrieval
7.Export data as needed for reporting or accounting integration
Documentation
View Documentation
Who Is It For
  • Businesses processing hundreds to thousands of transactions monthly
  • Companies with multiple bank accounts and currencies
  • Industries such as Restaurants, E-commerce, SaaS, Manufacturing, Retail, Consulting, Construction
  • Finance teams seeking automation and accuracy in transaction management
Requirements
  • Bank accounts with one of 2000+ supported institutions
  • Authentication via bank's secure portal for connection
  • Internet access
Detailed Sections
Focus on growth, not transaction matching

Connect 2000+ banks worldwide. Daily automatic sync, AI categorization, multi-currency support, and automated reconciliation. Turn transaction chaos into financial clarity.

Transaction Management Pain Points
  • Manual bank reconciliation: Hours spent matching transactions across multiple accounts. Time-consuming and prone to human error.
  • Scattered transaction data: Multiple banks and accounts create a fragmented view. Difficult to get complete transaction picture.
  • Wrong categorization: Manual categorization leads to inconsistencies. Reports become unreliable without proper classification.
  • Time-consuming data entry: Manually entering and updating transaction details. Takes valuable time away from strategic work.
Complete Transaction Intelligence

Powerful automation that transforms how you manage business transactions.

  • Connect All Your Banks in One Place: Access 2000+ banks worldwide with secure PSD2 connections. All transactions automatically synced and consolidated in real-time across multiple accounts and currencies.
  • 95% Accurate AI Categorization: Machine learning automatically categorizes every transaction. The AI learns from your patterns and improves accuracy over time, saving hours of manual work.
  • Find Any Transaction Instantly: Powerful search and filtering capabilities let you locate any transaction in seconds. Save frequent searches and create custom views for your workflow.
Trusted by 2,500+ Businesses

See how businesses transformed their transaction management with Trezy

  • "Connecting all our bank accounts saved us 15 hours per week. The AI categorization is incredibly accurate!" - Sophie Martin, CFO, Tech Startup
  • "The multi-currency support is perfect for our international business. Finally, all transactions in one place!" - James Rodriguez, Owner, E-commerce
  • "Automated reconciliation is a game-changer. No more spreadsheets and manual matching!" - Emma Chen, Finance Manager, Restaurant Group
Solutions by Industry

See how businesses in your industry use Trezy

  • Restaurants: Manage seasonal cash flow and supplier costs
  • E-commerce: Track inventory and marketplace cash flow
  • SaaS: Monitor MRR, churn, and runway
Common Questions About Transaction Management

Get answers to frequently asked questions about Trezy's transaction features

  • How does multi-bank connection work?
  • How accurate is the AI categorization?
  • Can I customize transaction categories?
  • How does automated reconciliation work?
  • Is multi-currency supported?
  • How often do transactions sync?
  • Can I export transaction data?
  • Is my transaction data secure?
Ready to Transform Your Transaction Management?

Join 2,500+ businesses automating their financial operations with Trezy

  • No credit card required
  • Cancel anytime

Cash Flow Management

Trezy Cash Flow Management is a software platform designed to help businesses master their cash flow by providing real-time visibility, AI-driven forecasting, and scenario planning. It connects to over 2,000 banks, consolidates accounts, and uses machine learning to predict future cash positions, helping businesses avoid cash flow problems and make confident financial decisions.

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Product Overview

Trezy's Cash Flow Management solution provides real-time tracking, AI-powered forecasting, and scenario planning to help businesses gain instant visibility and control over their cash flow. It consolidates multiple bank accounts, supports multi-currency, and eliminates the need for spreadsheets, enabling business owners to make data-driven decisions and avoid cash shortages.

Detailed Description

Trezy Cash Flow Management is a software platform designed to help businesses master their cash flow by providing real-time visibility, AI-driven forecasting, and scenario planning. It connects to over 2,000 banks, consolidates accounts, and uses machine learning to predict future cash positions, helping businesses avoid cash flow problems and make confident financial decisions.

Key Features

  • Real-time cash position tracking with live balance updates
  • Multi-bank account consolidation (2,000+ banks supported)
  • Multi-currency support with automatic conversion
  • AI-powered cash flow forecasting (up to 12 months ahead)
  • Predictive analytics and seasonal adjustments
  • Recurring transaction detection
  • Unlimited scenario planning and side-by-side comparison
  • Automatic transaction categorization
  • Export to Excel, CSV, or PDF
  • Direct integration with PennyLane accounting software (Premium)
  • Alerts for potential cash shortages
  • Unified dashboard for all financial data

Key Benefits

  • Instant, unified view of cash position across all bank accounts
  • AI-powered forecasting with up to 95% accuracy
  • Scenario planning to test business decisions before committing
  • Saves 10+ hours per week on financial management
  • Alerts for potential cash shortages weeks in advance
  • Multi-currency and multi-bank support
  • No spreadsheets or manual data entry required
  • Exportable reports for sharing with investors, accountants, or teams
Use Cases
  • Monitoring and predicting cash flow for business growth
  • Testing the impact of hiring, investments, or loans
  • Consolidating multiple bank accounts and currencies
  • Preparing for seasonal fluctuations or worst-case scenarios
  • Sharing financial forecasts with investors or stakeholders
Documentation
View Documentation
Who Is It For
  • Small and medium businesses
  • Business owners
  • Restaurants
  • E-commerce companies
  • SaaS businesses
  • Professional services
  • Manufacturing & production
  • Retail
  • Consulting
  • Construction
Requirements
  • Sign up for a Trezy account
  • Connect bank accounts via secure PSD2/Open Banking integration
Detailed Sections
Profit doesn't pay bills. Cash does.

Transform your cash flow management: Connect all your accounts for instant visibility. Run scenario planning to test decisions before you commit. No spreadsheets. No guesswork.

Why 82% of Businesses Fail

Cash flow problems are the #1 killer of small businesses. Here's what keeps owners awake at night:

  • Profitable but broke: P&L shows profit, but bank account is empty.
  • Flying blind: No idea if you'll have enough cash next month.
  • Data chaos: Multiple bank accounts, no unified view.
  • Time drain: 10+ hours per week on spreadsheets.
Everything You Need to Master Cash Flow

Powerful features designed for busy business owners who need complete financial control.

  • Real-Time Cash Position: Live balance updates, multi-bank consolidation, multi-currency support.
  • AI-Powered Forecasting: Predictive analytics, seasonal adjustments, recurring transaction detection.
  • Test 'What If' Scenarios: Model hiring/investment, stress-test scenarios, compare strategies.
Ready to Take Control of Your Cash Flow?

Join 2,500+ businesses saving 10+ hours per week on financial management.

Tailored for your business

Trezy's cash flow management software adapts to your industry's unique challenges. Industry-specific insights and forecasting models for restaurants, e-commerce, SaaS, and manufacturing.

  • Restaurants: Manage seasonal cash flow and supplier costs.
  • E-commerce: Track inventory and marketplace cash flow.
  • SaaS: Monitor MRR, churn, and runway.
  • Manufacturing & Production: Track raw material price fluctuations, monitor supplier reliability, negotiate contracts.
Common Questions About Cash Flow Management

Get answers to frequently asked questions about Trezy's cash flow management features.

Supporting Resources
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DocumentationDocumentation
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Performance Analytics & KPIs

Performance Analytics & KPIs by Trezy is a financial analytics solution that delivers real-time P&L statements, automated tracking of 20+ key performance indicators, and one-click generation of professional, board-ready reports. It syncs with bank transactions, applies intelligent categorization, and supports country-specific accounting standards. The platform is accessible to non-accountants and provides industry benchmarking to help businesses compare their performance against peers.

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Product Overview

Trezy's Performance Analytics & KPIs provides real-time profit and loss tracking, automated KPI monitoring, and instant professional financial reporting. It enables businesses to see their true financial position as transactions occur, eliminating delays and manual reporting. The platform is designed for business owners and finance teams who need actionable insights, not just historical data.

Detailed Description

Performance Analytics & KPIs by Trezy is a financial analytics solution that delivers real-time P&L statements, automated tracking of 20+ key performance indicators, and one-click generation of professional, board-ready reports. It syncs with bank transactions, applies intelligent categorization, and supports country-specific accounting standards. The platform is accessible to non-accountants and provides industry benchmarking to help businesses compare their performance against peers.

Key Features

  • Automated P&L generation with real-time updates
  • Country-specific accounting formats (e.g., French PCG, US GAAP)
  • Detailed margin analysis
  • 20+ pre-calculated KPIs across profitability, efficiency, cash flow, and growth
  • Traffic light system for KPI health (green/yellow/red)
  • Growth and efficiency tracking
  • One-click export to Excel, PDF, PowerPoint
  • Custom branding and report templates
  • Professional visualizations (waterfall charts, trend lines, comparison tables)
  • Industry benchmarking against similar businesses
  • Plain-language explanations for each KPI

Key Benefits

  • Real-time profit and loss updates (not monthly)
  • Automated, accurate financial reporting
  • Instant visibility into true financial position
  • Eliminates manual spreadsheet work
  • Tracks 20+ essential KPIs automatically
  • Industry benchmarking for performance comparison
  • Professional, customizable reports for board meetings
  • Saves up to 80% of reporting time
  • No accounting knowledge required
Use Cases
  • Board and investor reporting
  • Daily financial health monitoring
  • Identifying underperforming product lines
  • Benchmarking against industry standards
  • Improving margins and operational efficiency
Documentation
View Documentation
Who Is It For
  • Business owners
  • CFOs
  • Finance teams
  • Non-accountants seeking financial insights
  • Businesses seeking to automate financial reporting
Requirements
  • Bank account integration for transaction syncing
Detailed Sections
Your accountant sees the past. You need to see now.

Get real-time profit and loss that updates daily, not monthly: We sync bank transactions, remove VAT, apply payment terms, and use intelligent categorization to show your true financial position now—not in 30 days. See your data before your accountant does. No delays. No blind spots.

Financial Reporting Shouldn't Be This Hard

Traditional accounting software is backwards-looking and arrives too late. Spending hours creating reports manually, reports arrive too late to make timely decisions, unable to track key performance metrics, can't compare against industry benchmarks.

  • Spending hours creating reports manually
  • Reports arrive too late to make timely decisions
  • Unable to track key performance metrics
  • Can't compare against industry benchmarks
Everything You Need to Master Performance

Track real-time profitability, monitor key metrics automatically, and generate investor-grade reports in seconds. No spreadsheets, no delays—just instant insights that drive decisions.

  • Real-Time Profit & Loss: Automated P&L statements that update as transactions occur. Customizable to match your country's accounting standards with detailed margin calculations.
  • 20+ Automated KPIs: Pre-calculated metrics across profitability, cash flow, efficiency, and growth. Traffic light system shows metric health at a glance.
  • One-Click Professional Reports: Generate board-ready reports in seconds. Export to Excel, PDF, or PowerPoint with your branding.
Ready to Transform Your Financial Reporting?

Join 2,500+ businesses saving 80% of their reporting time with automated analytics.

Common Questions About Performance Analytics

Get answers to frequently asked questions about Trezy's performance analytics features.

  • How does the automated P&L work?
  • What KPIs are included?
  • Can I customize reports for board meetings?
  • How does industry benchmarking work?
  • Do I need accounting knowledge to use this?
Supporting Resources
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DocumentationDocumentation
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Break-Even Calculator

The Break-Even Calculator is an interactive tool that helps businesses determine their break-even point, analyze cost structures, and plan for profitability. It offers real-time calculations, scenario planning, and AI-powered insights to support financial decision-making.

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Product Overview

Trezy's Break-Even Calculator provides interactive break-even analysis and profitability planning, enabling businesses to visualize their path to profitability, understand cost structures, forecast revenue needs, and make data-driven decisions with confidence.

Detailed Description

The Break-Even Calculator is an interactive tool that helps businesses determine their break-even point, analyze cost structures, and plan for profitability. It offers real-time calculations, scenario planning, and AI-powered insights to support financial decision-making.

Key Features

  • Interactive visualization with dynamic charts
  • Real-time calculation and instant updates
  • Unlimited scenario planning
  • Cost structure analysis (fixed, variable, semi-variable costs)
  • AI-powered business insights and recommendations
  • Profitability forecast charts
  • Revenue targets planning interface
  • Support for multiple products or services

Key Benefits

  • Visualize break-even point and profit zones instantly
  • Understand cost structure and contribution margin
  • Set realistic revenue targets based on data
  • Test different scenarios to see impact on profitability
  • Receive AI-powered recommendations to improve break-even position
  • Make faster, more accurate financial decisions
Use Cases
  • Modeling subscription growth and recurring revenue for SaaS
  • Balancing product costs, shipping, and marketing for e-commerce
  • Optimizing pricing and utilization for consulting/services
  • Understanding unit economics and overhead coverage for retail/manufacturing
How It Works
1.Input revenue, fixed costs, and variable costs
2.Calculator determines break-even point using the formula: Fixed Costs / (1 - Variable Cost Ratio)
3.Visualize results with dynamic charts and dashboards
4.Adjust assumptions to test different scenarios
5.Receive AI-driven insights and recommendations
Documentation
View Documentation
Who Is It For
  • SaaS & Tech companies
  • E-Commerce businesses
  • Consulting & Services firms
  • Retail & Manufacturing businesses
  • Finance teams
  • Business owners and operators seeking profitability insights
Requirements
  • Business financial data (revenue, fixed costs, variable costs)
  • Internet access (cloud-based tool)
Detailed Sections
Master your break-even analysis

Visualize your path to profitability with interactive break-even analysis. Understand your cost structure, forecast revenue needs, and make data-driven decisions with confidence.

Stop Guessing, Start Planning

Most businesses struggle to understand their true break-even point and path to profitability.

  • Complex Cost Structures: Fixed, variable, semi-variable costs—understanding how they interact is challenging without proper tools.
  • Unclear Revenue Targets: Without knowing your break-even point, setting realistic sales targets becomes guesswork.
  • Delayed Decision Making: Spreadsheet-based analysis is time-consuming and error-prone.
Everything You Need for Break-Even Analysis
  • Interactive Visualization: See your break-even point and profit zones instantly with dynamic charts.
  • Scenario Planning: Test different cost structures and revenue scenarios.
  • Cost Structure Analysis: Understand the relationship between fixed costs, variable costs, and your contribution margin.
  • AI-Powered Insights: Get actionable recommendations based on your specific cost structure.
Perfect for Every Business
  • SaaS & Tech: Model subscription growth and recurring revenue.
  • E-Commerce: Balance product costs, shipping, and marketing spend.
  • Consulting & Services: Optimize pricing and utilization rates.
  • Retail & Manufacturing: Understand unit economics and volume needed to cover fixed overhead.
Common Questions About Break-Even Analysis
  • How do I calculate my break-even point?
  • What's the difference between fixed and variable costs?
  • How often should I review my break-even analysis?
  • Can I use this for multiple products or services?