Trezr

Trezr is a personal and small-business accounting platform that uses real double-entry books behind the scenes, making it suitable for families, sole proprietors, churches, clubs, and nonprofits. Users can enter transactions simply like balancing a checkbook while the system handles the complex accounting logic. The software runs either in the cloud or self-hosted, offering features like profit and loss reports, balance sheets, and cash flow statements that export to PDF, CSV, or Excel.

The service offers two distinct pricing tiers: Trezr Cloud starts at $4.99 per month after a 30-day free trial, while Trezr Cloud with automatic bank imports costs $6.99 per month. Self-hosted users pay only for their own servers and get the software for free forever. No credit card is required to begin the free trial, and users can cancel at any time from the Billing page.

Trezr provides a 30-day free trial where users can add a card at any time but are only charged once the trial ends. If a user does not add a card, their account becomes read-only, allowing them to still sign in, read data, run reports, and export everything. After 30 days, the account is archived, and users can download a complete copy of their books in Parquet format or pick up where they left off later.

Users can choose to run Trezr on their own infrastructure for free, paying only for the servers they host. Alternatively, they can use Trezr Cloud, which includes automatic backups, updates, and multi-factor authentication sign-in. The cloud version also supports automatic bank imports for up to 5 connections, with additional connections available at an extra cost.

Trezr integrates with Plaid for bank sync, allowing users to connect their own Plaid account and keys when self-hosting. The system supports importing transactions from up to 5 bank connections in the cloud tier, matching them against user entries before they count. One bank connection represents one sign-in at one bank, even if a user has multiple accounts like checking, savings, and credit cards at the same institution.

The platform generates various reports including profit and loss, balance sheet, cash flow, income and expenses, and a monthly register. These reports can be exported to PDF, CSV, or Excel formats. Additionally, users can print checks on standard stock and reconcile them directly against their bank statements without needing any add-ons.

Trezr is designed to be intuitive and user-friendly, with a clean interface that makes tracking expenses and income simple. Reviewers frequently praise the ease of navigation and how the website helps them manage finances without getting overwhelmed by unnecessary details. Many users find the rates competitive and the customer support team very responsive and helpful.

Trezr is currently available to customers in the United States for its cloud services, while self-hosting works anywhere globally. The company is owned by Gemovation Labs LLC, as indicated in the footer of their website. Contact for support, billing, or app problems is handled via email at support@trezr.co, with a typical response time of one business day.

The software allows users to move between Trezr Cloud and self-hosting in either direction without losing data. Users can export their data at any time and restore it into a self-hosted environment using the same full export file. This flexibility ensures that data remains accessible and portable regardless of the hosting choice.

Trezr includes plugins that can add pages, reports, imports, and whole workflows to the core system. Approved plugins are reviewed and verified before integration. The system also supports automatic bank imports for Trezr Cloud users who want to streamline their transaction entry process.

Data security is maintained through separate databases and encryption keys for each Trezr Cloud customer. Sign-in supports multi-factor authentication, and data is backed up automatically. For self-hosted users, they are responsible for setting up, securing, updating, and backing up their own servers.

Users can cancel their subscription at any time from the Billing page. Once the paid period ends, the Trezr becomes read-only, functioning similarly to the post-trial state. This allows users to continue reading, running reports, and exporting data even after cancellation.

Trezr is built for households and small organizations that have outgrown a spreadsheet but do not require enterprise accounting software. It is particularly well-suited for sole proprietors, churches, clubs, and nonprofits. The system handles proper double-entry books behind the scenes, which accountants can view via a full journal view when needed.

The official website of Trezr is trezr.co.

On Trustburn, Trezr has a rating of 4 out of 5 based on 9 reviews.