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Category: Financial knowledge

Connecting an Amnis Account to Tresio via Email Integration

07/08/2026 Bettina Schneiter

What is Amnis? Amnis is a neobank for SMEs. With multi-currency accounts, favorable exchange rates, and flexible debit card solutions,…

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Posted in: Bank Integrations, Banking, Liquidity planning, Tresio tool

Sharing Dashboards and Plans

06/05/2026 Bettina Schneiter

With the sharing function in TRENDS, views from Tresio can be easily shared externally. Possible use cases: Overview of sections…

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Posted in: Accounting software, tips & tricks, Tresio tool

Tresio and MOCO: Cash Flow Planning

Bettina Schneiter

MOCO is a popular ERP solution for IT service providers, consulting firms, and agencies. Its core functionality covers project management…

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Posted in: Accounting software, ERP, Liquidity planning, tips & tricks, Tresio tool

Intraday bank reconciliation

08/04/2026 Bettina Schneiter

Intraday bank reconciliation allows you to display up to date bank balances in Tresio throughout the day. By default, Tresio…

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Posted in: Bank Integrations, Banking, tips & tricks, Tresio tool

How to use Tresio TRENDS

08/01/2026 Bettina Schneiter

Tresio TRENDS provides a visual representation of your company’s financial development over time. With TRENDS, you can not only monitor…

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Posted in: Accounting software, tips & tricks, Tresio tool

Companies

06/08/2025 Lisa Cook

The Companies screen lets you set up, manage, and organize your company structure within Tresio. It is designed to give…

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Posted in: Tresio tool

Balances

15/05/2025 Lisa Cook

To make well-informed business decisions, it’s essential to know your company’s financial position at all times. The balances feature gives…

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Posted in: Banking, Financial knowledge, Tresio tool

Metrics library

04/04/2025 Lisa Cook

In Tresio, you can define and track individual metrics (KPIs) that are automatically updated. These metrics form the foundation for…

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Posted in: Accounting, Financial knowledge, Tresio tool

Bank directory

26/02/2025 Lisa Cook

The Bank directory page allows users to prepopulate a list of bank names, which can be used when setting up…

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Posted in: Banking, tips & tricks, Tresio tool

Regional settings

25/02/2025 Lisa Cook

On the “Regional settings” page you can adjust how dates, amounts, and data entries are displayed throughout the system. You…

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Posted in: tips & tricks, Tresio tool

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Categories

  • Accounting (7)
  • Accounting software (9)
  • Bank Integrations (4)
  • Banking (5)
  • ERP (1)
  • Financial knowledge (13)
  • Liquidity planning (5)
  • tips & tricks (12)
  • Tresio tool (30)

Recent Posts

  • Connecting an Amnis Account to Tresio via Email Integration
  • Sharing Dashboards and Plans
  • Tresio and MOCO: Cash Flow Planning
  • Intraday bank reconciliation
  • How to use Tresio TRENDS

About the TRESIO Academy

The TRESIO Academy is the wiki section of
TRESIO.
In addition to tutorial videos, instructions for liquidity planning and product updates, you will also find regular articles on finance-related topics for entrepreneurs here.

    Info@tresio.ch

    +41 (0)44 586 72 91