We're happy to announce the launch of the public beta of a redesigned Trezy! As an opt-out beta this means all new & existing accounts will automatically have access to these new views, and no action is required from the users end.
What's New:
Since this is a beta test, your feedback is incredibly important to us. We value your insights and would greatly appreciate any comments or suggestions you have regarding the new features and design. Please don't hesitate to share your thoughts.
If, after testing the beta, you prefer to continue using the current version of Trezy, simply let us know, and we'll make the switch for you. Your satisfaction is our priority, and we want to ensure you have the best experience possible.
All current users existing data, including forecasts, reports, and connected bank accounts/transactions, will remain unchanged. The only difference is that it will be presented in the new, clean interface.
If you encounter any issues during your testing or have any questions, please reach out to us immediately. We're here to assist you every step of the way.
We hope you enjoy exploring the new cashflow views and find them beneficial for managing your finances more effectively.
We've recently made the decision to work with a new open banking partner - Plaid. This new integration will allow users to more easily connect to over 12,000 financial institutions across the UK & EU more seamlessly. And it’s of course fully compliant with the PSD2 compliant.
In the first of a series of UI and UX improvements we will be making we’ve recently launched a brand new sign up experience. This is not just a facelift. The new sign up experience better flows into helping a user more easily set up their bank connection via plaid and will be the first step of a much improved onboarding experience.
Over the few months we have been focusing hard on ensuring that Trezy has the fastest and most accurate banking classification technology on the market. So we’re happy to announce that in this period we have improved the classification accuracy from 60.99% to 95.69%! And we will continue to work on our algorithm to ensure we get closer to 100% accuracy in the future.
We’ve recently launched some exciting changes to data.trezy.io. The database already provided free financial information and analysis on over 2 million companies across Europe and from today it allows you to analyse this data at the industry level.
Just like analysing an individual company, the industry analysis allows you to view a consolidated cash flow for those sectors, performance ratios and how it benchmarks against over industries.
This analysis is available for the French market at launch but we hope to expand this across Europe in the near future.
Head over to data.trezy.io/sectors to try out this new feature today.
We’ve made further improvements to data.trezy.io by adding an evaluation of every business in our database - generated with Trezy A.I.
Trezy will now give a condensed analysis of each business as well as recommendations to improve financial health and a comparison with other businesses in the same sector.
Head over to data.trezy.io to try it for yourself!
Over the past months we’ve been making significant improvements to the Trezy experience when browsing from mobile devices. Trezy's latest update brings u a practical solution for monitoring your finances on the go.
With our new mobile responsive cash flow views, you can effortlessly access and navigate your cash flow graphs using your smartphone or tablet. Enjoy a seamless experience across devices, ensuring you're always in control of your financial insights, wherever you are. Upgrade to the new Trezy and make informed decisions on the fly.
For several months now, Trezy has provided free access to financial data from 2 million French companies. We've also upgraded our platform, enhancing the user experience and interface to offer new ways to visualize and analyze the data of these companies within their respective sectors. Today, you can easily compare the financial performance of your employer, suppliers, and customers based on four key ratios.
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Made several small improvements to automatic subcategory creation (beta) to ensure categories are only automatically created for relevant transactions
We have started testing in closed beta the automatic creation of transaction sub-categories based on transaction descriptions. With this improvement we hope to make the Trezy setup even faster and more accurate than ever!
Over the past few months we’ve talked to hundreds of our customers and small business owners. What was one of the most common things we heard? “I wish I could better understand how I’m doing compared to my business peers!”
Well from today, Trezy users now can!
Trezy lets you compare your financial performance against thousands of similar businesses across Europe. Allowing you to uncover insights that can help drive the growth and success of your own business. Or just give you the peace of mind that comes with knowing you’re on track!
Reach out to us today to request access to the beta!
We know Trezy is at its most powerful when you can feed it as much historical data as possible. Therefore we’ve made significant improvements to the experience of importing bank transactions.
The improved feature will now allow you to select and map the correct columns to import, set the import to and from dates based on the first and last dated transaction in the file, and preview what these transaction rows will look like.
Users can now also set the bank balance at the time of the “import from” date to ensure cash flow history displays correctly.
We’re continuing to improve the Trezy experience when browsing from Mobile! We’ve updated the mobile cash flow view to significantly improve users ability to analyse the charts and create/update their forecasts! More to come soon!
We have made several backend changes that will allow for more timely and useful user alerts and notifications such as a daily cash update and alerts for negative cash flow forecast.
We have made a number of significant changes to the design of Trezy when browsing from a mobile device.This includes a more polished sign up and sign in experience, a new mobile menu and major improvements to browsing and editing transactions.
Made improvements to company profiles on data.trezy.io to ensure they always display the latest available data from the French government.
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