![]() ![]() Portfolio management at scale Deliver project consistency and visibility at scale.Content management Organize, manage, and review content production.Workflow automation Quickly automate repetitive tasks and processes.Team collaboration Connect everyone on one collaborative platform. ![]() Smartsheet platform Learn how the Smartsheet platform for dynamic work offers a robust set of capabilities to empower everyone to manage projects, automate workflows, and rapidly build solutions at scale.Trezy, which is currently present in France, the Netherlands and the UK, has previously received funding from investors including Notion VC, Pareto20, the Co-Founder of Gumtree Michael Pennington, and Ventures Together. We firmly believe in the vision and dedication of Quentin, Pierre, and their team, and we’re excited to be a part of their journey to empower SMBs around the world.” Trezy’s innovative approach to combining bank transaction data and accounting data, along with their AI-driven technology, has the potential to revolutionise the way businesses make informed financial decisions. Henrik Wetter Sanchez, Partner at Playfair, says: “We are thrilled to support Trezy, a game-changing solution addressing the crucial need for real-time financial management in the SME landscape. Bank transactions, being the main source of financial data today, often lack crucial information for actionable insights.” Their cutting-edge technology that automates the enrichment and categorisation of bank transactions sets them apart in the financial management landscape. Onboarding is automated, enabling new users to see their historic and future cash flows within 30 seconds.įounded in 2020, Trezy is currently working on leveraging generative AI technology to further automate the administrative tasks of data analysis and the presentation of insights, to let business owners go from business questions to meaningful action more quickly.įelix Martinez, Principal at Seedcamp, says: “We are always on the lookout for solutions that can make a significant difference in the business world, and Trezy is undoubtedly one of them. Its predictive tool “Smart Forecasts” allows business owners to automatically project cash flow into the future. Trezy’s platform is based on 14 million accounting entries and two million cash transactions. This is where Trezy comes in, he suggests, and with this funding, they will be able to further develop their platform to help achieve their vision of empowering small business owners on a global scale. Our goal is to support business owners by giving them easy-to-access, real-time financial insights that will help them to manage their cash flow and, regardless of their financial literacy, make better decisions.”Īccording to Trezy’s CEO, accountancy software has really helped with day-to-day admin and compliance, but it doesn’t provide intelligent support for financial decision-making. With inflation reducing margins, economic conditions hitting growth and financial processes becoming increasingly complicated, there is a huge burden on SMEs. It’s their number one concern and with good reason. Quentin Lacointa, Co-Founder and CEO at Trezy, said: “69% of SME owners say they lose sleep at night because they worry about their cash flow. It is engineered to be a balance of detail and abstraction, combining bank transaction data with accounting data to provide financial analysis and financial health predictions. Trezy, a fintech currently present in France, the Netherlands, and the UK, provides real-time financial performance insights, predominantly through smart AI-based classification of bank transactions, receipts, and invoices. The Franco-Dutch fintech will use the investment to suppor t the growth of its customer base, expand its product offering to include features such as generative-AI-enabled automation, and grow its teams in the Netherlands, France and the UK. Kima Ventures and Discovery Ventures also contributed to the round. Trezy, a financial and cash flow management platform, has secured a €3 million Seed round led by Seedcamp and Playfair.
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