Unlock powerful solutions designed to streamline your income and spending, enhance efficiency, and drive business growth.
Instantly view your total balance, cash flow, and net worth at a glance. Consolidates data across multiple accounts.
Users can create and monitor financial goals (e.g., emergency fund, travel, debt repayment). Visual goal trackers show progress toward completion.
Set monthly budgets per category and monitor progress in real time. Get alerts when nearing or exceeding budget limits.
Transactions are automatically categorized (e.g., utilities, food, travel). Users can customize categories and rules to personalize tracking.
See all your finances in one place—link multiple bank accounts, credit cards.
Automatically categorize and track every transaction.
Set custom monthly budgets by category and receive real-time review.
Trezo’s intelligent engine detects patterns, flags anomalies.
Visualize income streams and spending trends with easy-to-read.
Set financial goals like saving for a vacation or paying off debt.
Securely connect and manage multiple bank accounts, credit cards, digital wallets, and investments.
Instantly send & receive money, pay anyone, & transfer funds between accounts with advanced security & ease.
Automate recurring bill payments, avoid late fees, and track all your bills in one convenient dashboard.
I’ve tried nearly every budgeting app out there, but Trezo is in a league of its own. The dashboard is clean and intuitive, and I love how it automatically categorizes my transactions across all my bank accounts. What really blew me away was the budgeting feature—super easy to set limits.
Trezo has completely changed the way I manage my finances. The real-time analytics and spending insights help me stay on top of my goals, and the security features give me peace of mind. I recommend it to anyone looking for a smarter way to handle money.
Ideal for a trial, a few tasks, or small projects, offering maximum flexibility.
Don’t worry! You can pause or cancel any time.
Ideal for businesses or individuals with clear, specific needs.
Don’t worry! You can pause or cancel any time.
Trezo automatically categorizes your transactions using smart detection algorithms. You can edit or reassign categories anytime.
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