Bokeping vs Trezy

Bokeping is online bookkeeping software for small businesses, covering invoices, bills, bank transactions, and financial reports through a web app and API. Businesses can create invoices, accept payments through Stripe or Forte, and send automatic payment reminders. Plaid bank connections reach thousands of US banks and card accounts and are read-only; CSV and QBO imports are also supported. Accounting tools include financial statements, a general ledger, sales tax features, inventory tracking, and cost-of-goods-sold tracking. Each plan includes two external accountant logins that do not count toward its user limit. The Free plan costs nothing and covers one user, 20 of each sales and purchase record monthly, CSV bank imports, and financial statements. Standard is $29 a month, or $290/year, and Pro is $59 a month, or $590/year. Bokeping says financial data is encrypted in transit and at rest, and customers can export or delete it. All plans include email and chat support, which the company says is answered by people within one business day.

Trezy is a web-based financial platform for small businesses, including freelancers, startups, and established SMEs. It combines cash flow forecasting, financial analytics, document management, bank synchronization, and supplier cost intelligence. Its AI analyzes historical transactions and business patterns to forecast cash flow up to 12 months ahead, while scenario planning lets users compare projected effects of business decisions. Trezy provides automated P&L statements and tracks more than 20 KPIs. The document hub uses OCR to extract invoice and receipt details, with search and filing tools. It connects to more than 2,000 banks across Europe, the US, and Canada through read-only open banking connections. QuickBooks Online and Pennylane integrations are listed, with synced accounting data remaining read-only; users can also import data through Excel, CSV, or API. The Free plan covers one bank account and includes email support. Starter costs $12.50/mo (billed $150/year), and Premium costs $37.50/mo (billed $450/year). Paid plans include a seven-day trial without a credit card to start.