Caflou vs Trezy

Caflou is an online business management system for projects, teams, finances, customer relationships, and company activities. Project tools include work breakdown structures, Gantt charts, Kanban boards, budgets, and income and expense tracking. Finance features cover invoicing, cash-flow planning, bank payment imports, financial reports, bank synchronization, and views of cash position and inflows and outflows. Users can build rule-based automations without programming, while Caflou AI can extract data from received invoices. Listed integrations include Gmail, Outlook, Google Calendar, Google Drive, OneDrive, Dropbox, PayPal, Stripe, and Make; accounting connections include QuickBooks, Xero, Zoho Books, and FreshBooks. WooCommerce is import-only. Caflou publishes API v1 documentation with bearer-token authentication. It is available on web, Android, and iOS, with an API also listed as a platform. Caflou says it uses HTTPS, encrypts passwords, offers optional two-step authentication, and makes backups at least daily. It offers a free plan and describes its audience as companies with 1–100 people.

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.