TRESIO Liquiditaetsplanung

Finance Dashboards

Unlock your data without coding

Step into a new era of reporting with TRESIO’s interactive dashboards, the game-changing, no-code CMS (content management system) designed specifically for finance teams in small and medium sized businesses. Imagine having the power of Power BI at your fingertips, but with significantly less effort.

Take control of your financial
future with TRESIO



Effortless dashboard customization

No coding skills? No problem. With TRESIO, you can effortlessly build your own fully adjustable dashboards without ever writing a single line of code. Unlock the potential of your financial data by modeling your individual KPIs or leveraging our extensive library of industry best practices. Tailor your dashboards to your exact needs, capturing the essence of your corporate identity with customizable appearances that make it uniquely yours.



Real-time insights for financial landscape

Take your reporting to new heights: Seamlessly integrating with bank transactions, accounting journals, and a myriad of other data sources, TRESIO provides you with real-time insights into your financial landscape. Connect your own data sources, including ERP systems, accounting software, bank accounts, and HR software, to ensure your dashboards are always up to date.



Seamless collaboration and knowledge sharing

Sharing information with your peers is a breeze with TRESIO. Export your reports effortlessly, ensuring seamless collaboration and knowledge sharing within your organization. Stay ahead of the curve by empowering your team with actionable insights and driving data-informed decision-making.



Revolutionize reporting with interactive dashboards

Experience the power of TRESIO’s interactive dashboards and revolutionize your reporting capabilities. Say goodbye to complex coding or broken Excel formulas and welcome a new era of user-friendly finance insights. Unleash the full potential of your financial data and make informed decisions with ease.

User benefits: How TRESIO’s interactive finance
dashboard gives you the advantage

Elevate your reporting to new heights

Real-time finance dashboards integrating bank transactions, accounting journals, and more

Seamlessly connect and update your own data sources: ERP, accounting software, bank accounts, HR software, and more

Effortlessly build customizable dashboards without coding

Model your unique KPIs or leverage our extensive library of industry best practices

Customize dashboard appearance to reflect your corporate identity

Easily export and share reports with peers for seamless collaboration


Use cases: Who can benefit from using
TRESIO’s finance dashboards

TRESIO caters to SMEs that require regular reporting of their financial performance to their house bank. With TRESIO’s interactive dashboards, these businesses can easily compile and present their financial data, providing comprehensive insights to their bank and ensuring transparent communication.

TRESIO is an invaluable tool for CFOs who need to keep management informed about pre-defined key performance indicators (KPIs) on a regular basis. With TRESIO’s customizable dashboards, CFOs can effortlessly compile and present relevant financial metrics, empowering management with actionable insights for strategic decision-making.

Startups rely on TRESIO to regularly report to their investors on milestones achieved and runway projections. TRESIO's intuitive dashboards enable startups to showcase their progress, financial health, and growth potential. By presenting data-driven insights, startups can strengthen investor relationships and attract further funding.

TRESIO supports fiduciaries as they transform from traditional accounting services to a CFO as a Service model. Fiduciaries can leverage TRESIO's system-independent platform for reporting, providing a seamless and efficient solution for delivering financial insights to their clients. TRESIO empowers fiduciaries to offer comprehensive CFO-level services without being tied to a specific accounting software.

TRESIO caters to software providers who seek to integrate dashboard logic into their own products without developing reporting capabilities from scratch. By leveraging TRESIO’s robust dashboard functionalities, software providers and neobanks can enhance their offerings with powerful financial reporting tools, providing added value to their customers while saving time and resources.

We are dedicated to providing personalized solutions that are tailored to your specific needs, ensuring a perfect alignment with your goals and challenges. Our commitment lies in exploring various possibilities and innovative approaches to meet your requirements effectively. With a focus on customization, we continuously evolve our offerings to stay ahead of the curve and deliver exceptional results that drive your success.

Unlock the full potential of your business management

Become your own CFO with TRESIO