Cash Pocket vs Trezy

Cash Pocket helps small businesses record cash coming in and going out, then organize that activity across separate books, party ledgers and reports. Each transaction can include an amount, category, payment mode, party and notes, with the running balance updated instantly. Separate books can be kept for shops, projects or accounts, each with its own ledger and members. Customer and supplier ledgers show balances and histories, and statements can be shared. Reports can be filtered by date, category, party or payment mode and exported as PDF or CSV. Trips track shared group expenses, splitting costs equally, by exact amount or percentage, with a settle-up option. Owner, Partner, Staff and Viewer roles have different permissions for books, members and entries. The service is available on Android, iOS and web. Its Free plan is free. Cash Pocket describes itself as a record-keeping tool, not a source of accounting, tax, financial or legal advice; users must be at least 18.

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.