About TRESIO
TRESIO is a financial management software from Tresio Ltd. designed for comprehensive financial oversight. It provides budget tracking, expense management, and forecasting tools so organizations can maintain a clear view of their financial health. TRESIO supports various financial reporting features that allow users to generate real-time insights into their fiscal status. The software is suitable for various industries and is designed to meet the needs of small to medium-sized enterprises looking to improve their financial management capabilities. Key capabilities: budget tracking expense management forecasting tools real-time reporting multi-currency support Best for: finance teams that need effective financial oversight and management solutions.
TRESIO by Tresio Ltd. is a modern data analysis software designed to empower businesses with real-time financial insights and liquidity forecasting. Its primary purpose is to help organizations make informed decisions by consolidating data from various sources and presenting it through intuitive dashboards and predictive analytics. TRESIO is particularly effective for financial planning, offering tools for scenario modeling, trend analysis, and KPI tracking. It caters to a wide range of industries including education management, food production, IT services, and retail, and is used by over 450 businesses globally. The user interface of TRESIO is clean, intuitive, and designed to accommodate both technical and non-technical users. Navigation is straightforward, with drag-and-drop functionality and customizable dashboards that allow users to visualize data in formats that suit their needs. The platform supports visual discovery and ad hoc analysis, making it easy to explore data without requiring deep expertise in data science. Its multibanking interface is a standout feature, enabling users to connect over 2,700 banks from 33 countries and manage multiple currencies, including crypto assets, within a single view.
Pros & Cons
- +1. Provides a real-time, holistic overview of your company's finances and liquidity.
- +2. Connects to a wide range of bank accounts in the EU and Switzerland, including multi-currency support.
- +3. Offers seamless API integration with popular financial and accounting tools.
- +4. Enables accurate cash flow forecasting by combining various financial data with budget assumptions.
- −1. Limited customization options for data visualization and reporting
Features
Key features
- 1. Holistic Real-time Financial Overview
- Tresio provides a comprehensive view of your company's finances in real-time, allowing for better decision-making.
- 2. Multi-Banking and Multi-Currency Support
- You can connect all your company's bank accounts, regardless of location (EU or Switzerland), and manage finances in different currencies, including cryptocurrency, all in one place.
- 3. Seamless Integration with Financial Tools
- Tresio offers API integrations with various financial and accounting tools like Bexio, Stripe, and Deel, automating data import for accurate forecasts and reports.
- 4. Accurate Cash Flow and Liquidity Forecasting
- The software allows you to combine data from connected tools with your own budget assumptions to accurately predict your company's future cash flow and liquidity balance.
- 5. Scenario Planning and Comparison
- Tresio's scenario builder enables you to model and compare unlimited potential outcomes (e.g., reducing costs or hiring) to see their immediate financial implications.
- 6. Financial Health Score and KPI Analysis
- The Analytics module (Beta) allows you to import balance sheets and P&L statements to get an in-depth analysis of key financial performance indicators and track their improvement.
Additional features
- 1. Real-time Cash Flow and Liquidity Analysis and Forecasting
- The software enables users to analyze and forecast their company's cash flow and liquidity in real-time.
- 2. Connect All Bank Accounts
- Users can connect all their company's bank accounts to get a complete view of their financial data.
- 3. Daily Complete View of Current Balance and Transactions
- The software provides a daily view of the current balance and all transactions from connected bank accounts.
- 4. Support for EU and Swiss Banks
- Bank accounts based in the EU or Switzerland can be connected.
- 5. Multi-Currency Feature
- TRESIO supports multiple currencies, including cryptocurrencies, simultaneously.
- 6. TRESIO Multibanking Interface
- This interface allows users to get all relevant financial data in one place from over 2,700 banks in 33 countries.
- 7. API Integration with Financial Tools
- TRESIO offers seamless API integration with a wide range of financial systems like Bexio, Stripe, Deel, SmallInvoice, Ebics, GoCardless, Plaid, and RunMyAccounts.
- 8. Automated Data Import
- Data is automatically imported from integrated solutions.
- 9. Generation of Financial Forecasts and Reports
- The software generates essential financial forecasts and reports.
- 10. Real-time Data Synchronization
- Integrations ensure that data is synchronized in real-time.
- 11. Automated File Uploads
- Users can integrate data via automated file uploads for applications without easy API integration.
- 12. Manual File Uploads
- Users can also manually upload files in Excel or CSV format.
- 13. FTP Option for File Import
- Data can be imported via FTP.
- 14. Compatibility with Various Systems via File Upload
- The file upload option allows connection with systems like Proffix, Messerli, Datev, Abacus, sevDesk, lexoffice, and INFONIQA.
- 15. Planning Your Runway
- Users can combine receivables, payables, HR data, subscription revenue, and budget assumptions to forecast liquidity accurately.
Pricing
Countries & Languages
Interface languages
Billing currencies
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About TRESIO
TRESIO is a financial management software from Tresio Ltd. designed for comprehensive financial oversight. It provides budget tracking, expense management, and forecasting tools so organizations can maintain a clear view of their financial health. TRESIO supports various financial reporting features that allow users to generate real-time insights into their fiscal status. The software is suitable for various industries and is designed to meet the needs of small to medium-sized enterprises looking to improve their financial management capabilities. Key capabilities: budget tracking expense management forecasting tools real-time reporting multi-currency support Best for: finance teams that need effective financial oversight and management solutions.
TRESIO Details
TRESIO's In-App Market Place
Does TRESIO have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
Mini Apps
N/A
Pricing Options
Accepted Payment Currencies
CHF (CHF
Pros & Cons
- 1. Provides a real-time, holistic overview of your company's finances and liquidity.
- 2. Connects to a wide range of bank accounts in the EU and Switzerland, including multi-currency support.
- 3. Offers seamless API integration with popular financial and accounting tools.
- 4. Enables accurate cash flow forecasting by combining various financial data with budget assumptions.
- 1. Limited customization options for data visualization and reporting
TRESIO's Support Options
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