Cash Flow Frog vs Trezy
Cash Flow Frog
cashflowfrog.comTrezy
trezy.ioSide by side
| Figure | Cash Flow Frog | Trezy |
|---|---|---|
| Price from | $55/mo | $12.50/mo |
| Free plan | — | Yes |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| Plans published | 3 | 3 |
| Spec score · Cash Flow Management Software | 7.9 (#9) | 7.6 (#16) |
| Forecasting | Users can view forecasts daily, weekly, monthly, or quarterly and create what-if scenarios. | Its AI analyzes historical transactions and business patterns to forecast cash flow up to 12 months ahead. |
| Security | The Trust Center states that Cash Flow Frog is ISO 27001 certified, GDPR compliant, encrypts data in transit and at rest, and supports two-factor authentication. | Trezy says it uses 256-bit encryption, PSD2-compliant read-only bank connections, and GDPR protections, and does not store bank credentials. |
| Support | The About Us page says customer support is available seven days a week and lists in-app chat and one-on-one training sessions. | The pricing comparison lists email support for Free and priority support for Starter and Premium. |
Plans
Cash Flow Frog
- Pro Plan$55 a month
- Pro Plan — Tier 1$55 a month
- Pro Plan — Sage Intacct, up to 3 entities$199 a month
In their own words
Cash Flow Frog
Cash Flow Frog connects to accounting data to build rolling cash flow forecasts up to 36 months ahead. Users can view forecasts by day, week, month, or quarter and create what-if scenarios using reconciled bank balances, outstanding invoices and bills, and projections. Reporting includes cash flow statements, planned-versus-actual comparisons, and consolidation across multiple entities. Listed integrations include QuickBooks Online and Desktop, Xero, Sage Intacct, Odoo, Zoho Books, FreshBooks, Plaid, Excel import, and Zapier. Its MCP server allows compatible assistants such as Claude, ChatGPT, Copilot, and Gemini to access live forecasts, add projections, or run scenarios. The Trust Center states that the service is ISO 27001 certified and GDPR compliant, encrypts data in transit and at rest, and supports two-factor authentication. The maker says it is for small and mid-sized businesses and the accountants and bookkeepers who advise them. The product is web-based, has no free plan, and starts at $55.00 per month. A 14-day trial and 30-day money-back guarantee are offered. The maker says it does not replace accounting software or provide a full enterprise-scale FP&A platform.
Trezy
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.