Accounting and planning are two different disciplines: while the accounting is looking back and tracking your past performance, TRESIO allows you to plan the future of your business on a continuous rolling basis, and to make sure you never run out of money unexpectedly.

Yes. TRESIO offers a variety of native integrations with leading accounting- and erp solutions, open-banking providers, subscription tools and also HR software. In addition to these pre-installed connectors, you can always manually upload your list of invoices via different Excel formats, connect your Google-Sheets, or set up your own TRESIO FTP-server for an automated file exchange with pretty much any accounting solution, worldwide. Talk to our team to discuss your individual setup!

Yes, and there are different options. If you are using a European bank outside Switzerland (including neobanks), you can connect them yourself via our Nordigen PSD2-connector. Swiss bank accounts are connected via Ebics, which is a communication standard for the safe exchange of information between banks and financial systems. Our team will be happy to assist you - the setup is quick and standardized.

Tresio can be paid annually or monthly. The termination of your contract is possible until the last day of your billing cycle. Please note that certain add-ons, like Swiss bank accounts, require a minimum-contract duration of 12 months.

Yes. Depending on which plan you are using, you can set up as many companies in Tresio as you want. If needed, you can even set up holding structures and see your companies’ cash flows on a consolidated view, including intercompany-loans and exposure to different currencies.

Tresio has been built in Switzerland, for the world. Our PSD2-multibanking connector and Stripe allow us to serve customers from all over the world. Talk to us if you would like to connect your accounting system from abroad!

TRESIO supports multiple currencies, and you can add cost and revenue in any currency you want, including crypto. By that, you are able to get an immediate overview of your exposure in different currencies and the necessity for hedging gets visible. For the complete picture, foreign currencies are also shown in your home currency (which you may define per company managed in TRESIO).

All of your data and forecasts in TRESIO can be exported as an excel-spreadsheet and graphs in different graphical formats at any given time, so you may further process and distribute them as per your needs.