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現金流預測

  • Trezy simplifies cash flow management for small businesses using AI.
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    What is Trezy?
    Trezy is a comprehensive cash flow management tool tailored for small businesses. It employs advanced AI algorithms to analyze financial data, providing real-time insights into cash flows, expenses, and future projections. This enables users to make data-driven decisions on budgeting and investments by simplifying complex financial tasks into manageable components. Ideal for entrepreneurs who seek clarity and efficiency in their financial operations, Trezy also includes features for smart categorization of transactions and bank balance consolidation, ensuring a seamless financial overview.
    Trezy Core Features
    • Real-time cash flow monitoring
    • Predictive cash flow forecasting
    • Smart transaction categorization
    • Bank balance consolidation
    Trezy Pro & Cons

    The Cons

    Not open source, limiting customization and community-driven improvements.
    Focus is primarily on cash flow management, may not cover all accounting needs.
    Relies on data input and integration for highest accuracy, which may require setup effort.
    Does not replace accountants; users still need professional financial advice in complex situations.

    The Pros

    Provides real-time cash flow monitoring and consolidation of multiple bank accounts.
    Uses AI to automate financial tasks like transaction categorization and reconciliation.
    Offers predictive forecasting and insights for better financial decision-making.
    Benchmarks business performance against industry peers.
    Integrates with existing accounting and invoicing software for improved accuracy.
    Affordable compared to competitors with advanced AI capabilities.
    Trezy Pricing
    Has free planNo
    Free trial details7-day free trial
    Pricing modelFree Trial
    Is credit card requiredNo
    Has lifetime planNo
    Billing frequencyMonthly

    Details of Pricing Plan

    Monthly Plan

    39 EUR
    • Full feature plan
    • Unlimited users
    • Access to all features
    • Guided and personalised setup
    • Live customer support during business hours
    • Cancel at any time

    Annual Plan

    32.5 EUR
    • Full feature plan
    • Unlimited users
    • Access to all features
    • Guided and personalised setup
    • Live customer support during business hours
    Discount:Save by choosing annual billing (€32.50 per month billed annually)
    For the latest prices, please visit: https://www.trezy.io/pricing
  • Automates bank statement parsing and personal financial analysis using LLM to extract metrics and predict spending trends.
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    What is AI Bank Statement Automation & Financial Analysis Agent?
    The AI Bank Statement Automation & Financial Analysis Agent is a Python-based tool that consumes raw bank statement documents (PDF, CSV), applies OCR and data-extraction pipelines, and uses large language models to interpret and categorize each transaction. It produces structured ledgers, spending breakdowns, monthly summaries, and future cash flow predictions. Users can customize categorization rules, add budget thresholds, and export reports in JSON, CSV, or HTML. The agent combines traditional data-processing scripts with LLM-powered contextual analysis to deliver actionable personal finance insights in minutes.
  • Close CRE deals faster with AI-powered deal management and valuation.
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    What is Nuvos?
    Nuvos is a comprehensive platform designed to revolutionize the commercial real estate (CRE) industry. It provides powerful AI-driven tools for efficient deal management and accurate valuation. Users can dynamically underwrite different lease structures, generate comprehensive cash flow forecasts, and optimize decision-making. The platform also facilitates the entire deal lifecycle, from modeling to pipeline tracking, within a centralized, secure system. It leverages AI to automate processes, minimize manual data entry, and offer actionable insights, making CRE investment more intelligent and efficient.
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