Tresio Changelog

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Future developments

Technical improvements

  • Classification of invoices: we are working on a self-learning classification engine to classify debtor and creditor invoices and assign them to the right category  
  • Stripe integration and recurring revenue projection for companies who manage their subscriptions with Stripe  
  • Multi banking 1: Integration of major Swiss and European banks. In a first step, we will connect with the banks and automatically update bank balances inside Tresio, for a real-time overview of the current liquidity basis  
  • Multi banking 2: In the second phase, we will also import and classify the bank transactions for a holistic and comprehensive view on the cash balances and spendings across various bank accounts, including comparison to the forecast  
  • Scenario planning: Allowance of multiple cash flow scenarios for a better understanding of a company’s overall situation and what-if simulations  
  • Object based formulas: facilitating the simulation of dependencies and exponential growth  

September 2021

Last technical improvements

Date : [30-09-2021]

  • Updated payment user interface and integration with the newest Stripe checkout module. Implementation of enhanced discount logic for package upgrades and downgrades
  • Pricing page: complete renewal, giving a better and more detailled comparison between the different pricing plans and possibility to purchase the right plan (including add-ons) directly from the home page

Date : [16-09-2021]

  • Improvements on the CSV and XLS file upload: Table parsing logic and customized specifications
  • New invoices tables: significant improvements of export- and edit-functionality, enhanced sorting

August 2021

Last technical improvements

Date : [31-08-2021]

  • Major update of the Integrations page: redesign of the interface and menu bar, including faster access to settings and turn on / off. Users are now allowed to use more than one integration in parallel. This is an important step towards having more integrations in the future
  • New technical integration: Smallinvoice.ch - the fast and easy to use invoicing tool
  • One-click account creation and log-in for Smallinvoice users through OAuth2
  • Automated import of debtor- and creditor-invoices for new smallinvoice customers (analogue to the bexio set up we implemented last month)
  • New explanation videos and description on all major pages inside the Tresio application (videos are available in English and German language)

July 2021

Last technical improvements

Date : [30-07-2021]

  • Simplified signup process for bexio users: registration with one click, company- and profile details are automatically transferred directly from bexio to Tresio. Introduction video to the new signup process (in German): https://vimeo.com/582011100
  • Automated download of open invoices (accounts receivables and accounts payables) for bexio users, without manual token-generation

Date : [15-07-2021]

  • User management: Improved convenience, assigned companies

June 2021

Last technical improvements

Date : [16-06-2021]

  • Improvements on main dashboard: total of outstanding invoices (debtors, creditors and amounts in delay) are now showing in each company’s default currency (previously: CHF)

May 2021

Last technical improvements

Date : [31-05-2021]

  • Adjustments on user management and assigning of user rights: Power users (plans: SME and Professional) now have full edit rights and there is no more restriction on assigned companies compared to main user

Date : [19-05-2021]

  • Invoice upload: Drag & Drop
  • Changes on page structure: The address logic became more user friendly, allowing to set bookmarks in the browser for most viewed parts in the application

Date : [03-05-2021]

  • Daily Forecasting: extended to 31 days for Team and Profiessional users, leading to better overview and improved planning capabilities
  • Bank accounts: Allowing Excel export

April 2021

Last technical improvements

Date : [10-04-2021]

  • Major update (back end), leading to significant improvements on speed of page loads and overall application performance

March 2021

Last technical improvements

Date : [19-03-2021]

  • Invoice upload: Adding additional file formats and versions of Microsoft Excel to also serve customers using older versions
  • Invoices: improvements on re-categorization

Date : [03-03-2021]

  • Liquidity Accounts: integration and support of BTC and ETH as recognized currencies for the liquidity accounts, planning and main-currency

February 2021

Last technical improvements

Date : [09-02-2021]

  • Run my Accounts integration: Adding different formats on how bank balance information can be downloaded
  • Bexio integration: adding new functionality to enable users changing their set-up towards which invoice and bills data they would like to export

Date : [05-02-2021]

  • Planning: Adding new cash flow type “Financing / Investments” and 4 related sub-categories

January 2021

Last technical improvements

Date : [20-01-2021]

  • French translations: major update of the French version of the Tresio web application

Date : [04-01-2021]

  • Stripe Integration: Update to latest version and making payment collection more stable

December 2020

Last technical improvements

Date : [11-12-2020]

  • Run my Accounts integration (1): Export of bank information now includes more details, such as IBAN
  • Run my Accounts integration (2): major update of which accounts are exported and shown as liquidity- and loan accounts, allowing more flexibility and better adaption to customers' individual account-set up as per the RMA platform

November 2020

Last technical improvements

Date : [13-11-2020]

  • Financial Planning: fixing of PDF export functionality and adding more flexibility regarding resolution-settings

Date : [11-11-2020]

  • Website: making it multi-language friendly by adding French and English versions; increasing website performance by changing all graphics to .svg format; adding meeting-booking-tool possibility to front-page; adding customer-referrals to front-page

October 2020

Last technical improvements

Date : [18-10-2020]

  • Bank accounts: Improved visibility by showing current balance in home currency next to foreign currency
  • Bank accounts: Enhanced usability by making the entire table editable directly from forecasting dashboard, and pre-filled date, currency and credit line

September 2020

Last technical improvements

Date : [16-09-2020]

  • Invoices upload: enhanced functionality for uploading experience (Excel and CSV); re-design of the upload dashboard (all in one screen); align allowed data-format with 8 additional Swiss accounting systems; augmented automated mapping

Date : [13-09-2020]

  • Bexio integration: enabling account creation and log-in through bexio single-sign-on

August 2020

Cumulative update

Date : [20-08-2020]

  • Making Web-App multi lingual with adding French and English version
  • Performance updates to make whole app more stable and faster

Date : [15-08-2020]

  • Bexio integration: import of creditor invoices and debitor bills through api

July 2020

Cumulative update

Date : [24-07-2020]

  • New product bundles “Light”, “Team” and “Professional”. “Financial Analysis” (beta, former pro-feature) is being added to all plans
  • Enhanced credit-card management: credit cards can now be changed, amended and deleted directly from the user accounts under “settings”
  • Performance package, stabilizing the TRESIO web app and make it faster