Finance AI Index

Index › Vendors › Trezy · September 2026 Edition

2 categories · Named, not ranked

Trezy

19Judge labels

12First choices

0Negative labels

7 of 12Models named it

2Categories

September 2026 Edition. Every number here is derived from the raw labels under vendor table vv2026-09.2, every buyer segment counted.

Standing

7 labels, too few to rank

A product needs 10 labels in a category before a share or quadrant is stated. Trezy was named 7 times in Treasury management syst and 1 other category, where Trovata led with 18%. The labels and the evidence are below, counted exactly.

By buyer segmentStrongest at small business.

Small business2 of 134

under the label threshold

Mid-market10 of 124

under the label threshold

Enterprisenot named

No model named it for this buyer.

In treasury management syst · each standing computed within its segment · bars are 0 to 100 · the accent bar is the product's own best reading

Standing by category

Every category where a model named Trezy for a mid-market B2B company. Share is first choices across the direct, paraphrase, budget and scale prompts; rank is within every product named in that category.

Category	Function	Share	Rank	Negative rate	Labels	Quadrant
Treasury management systems	Treasury and cash	5%	10 of 124	0%	3	under 10 labels · led by Trovata at 18%
Cash flow forecasting	Treasury and cash	4%	11 of 86	0%	4	under 10 labels · led by Agicap at 18%

Movement

This is the first edition on this tier, so no move can be computed for Trezy yet. From the next edition this section shows, per buyer segment, whether its share moved by more than the measured noise floor.

By model

How each model treated Trezy across every prompt where it was named for a mid-market B2B company. Twelve models, six prompts per category.

Model	First choice	Alternative	Labels
Claude Haiku 4.5	0	0	0
GPT-5.4 mini	0	0	0
Gemini 3.5 Flash	0	0	0
Perplexity Sonar	0	0	0
Grok 4.1 Fast	0	0	0
Mistral Small	0	0	0
DeepSeek V4 Flash	1	1	2
Llama 4 Maverick	0	0	0
Qwen 3.7 Flash	0	1	1
Kimi K2	1	0	1
GLM 4.7 FlashX	1	1	2
MiniMax M2.5	1	0	1

By framing

Which of the six questions produced the naming. By model says how often; this says asked what. The first-choice count on the right carries the marks of the models that produced it.

FramingLabels by classFirst choices

Direct0 labelsNone

Paraphrase0 labelsNone

Comparative2 labelsNone

Budget-constrained16 labels12

Scale-constrained1 labelNone

Negative0 labelsNone

First choiceAlternativeMentionNegative19 labels in all, every segment counted; 12 of the 12 first choices count toward share, since the comparative and negative framings do not. The bar is one segment per label class, to scale within the framing.

What the models said for it

Verbatim evidence the judge attached to positive labels.

“My top recommendation: Start with Trezy (free plan) or Fluidly (free core plan)” Kimi K2 · Cash flow forecasting · budget prompt · first choice

“If you have absolutely no budget, Trezy offers the most complete free plan.” GLM 4.7 FlashX · Cash flow forecasting · budget prompt · first choice

“For a very tight budget, start with Trezy or Agicap's free versions” MiniMax M2.5 · Treasury management syst · budget prompt · first choice

“Start with Trezy ($39/month) if you are small and simple.” DeepSeek V4 Flash · Treasury management syst · budget prompt · first choice

And against it

Verbatim evidence attached to negative labels. A warning on a product with few labels is a warning; on a product with many, it is one voice among them.

No model argued against it.

Named alongside

The products named in the same answers as Trezy, over the 19 answers that named it. Took the first choice instead counts the answers where the other product was the first choice and Trezy was named but was not.

ProductSame answerTook the first choice insteadHead to head

Agicap9 of 192Not in the top three

Cash Flow Frog9 of 190Not in the top three

QuickBooks Cash Flow Planner8 of 193Not in the top three

Pulse7 of 191Not in the top three

TreasuryView7 of 190Not in the top three

Float6 of 192Not in the top three

Fluidly6 of 191Not in the top three

Xero Cash Flow Forecasting4 of 191Not in the top three

Kyriba4 of 190Not in the top three

Fygr3 of 190Not in the top three

A head-to-head page exists where both products are in a category's top three. The other rows are the same fact without a page behind them, so they link to the product instead.

What carried it into the answer

The sites and pages cited by the answers that named Trezy. A fact about retrieval, not a lever on the model.

Citations exist only for the models that return a source list, four of the twelve in this edition, so these counts come from 16 of the 19 answers that named Trezy and are not a share of its labels.

Domains cited

g2.com9

guideflow.com9

trezy.ioYour site9

gartner.com8

topfundsway.com8

treasuryview.com8

wise.com7

cashflowfrog.com6

g-accon.com6

quasa.io6

Sixty-seven of the seventy-six domain citations in answers naming Trezy came from somebody else's page.

Pages cited

g2.com/categories/treasury-management-systems/small-business8

gartner.com/reviews/market/treasury-management-systems8

guideflow.com/blog/cash-flow-forecasting-software8

topfundsway.com/ai-cash-flow-forecasting-small-business-budget8

treasuryview.com/en/blog/best-treasury-management-software-for-smbs8

wise.com/gb/blog/best-cashflow-management-software7

g-accon.com/the-best-cash-flow-forecasting-software6

appvizer.com/accounting-finance/treasury5

Pages are listed as the models cited them.

Is this your product?

Claim this page

Claiming is free and changes nothing in the data. A claimed page shows a verified contact who is told when each edition publishes and when Trezy's standing changes by more than the noise floor; the right to propose corrections to the vendor table, meaning names the judge wrote that should or should not read as Trezy, applied by version and listed in the change log; and a one-line description supplied by the vendor and marked as such.

It does not get any change to labels, shares or verdicts, any preview, or any say over which quotes appear. A verification link goes to your work email; an address at trezy.io is approved on the spot, any other address is reviewed by hand.

Your name and company appear on the claimed page, or the company alone if you ask below. A title and a LinkedIn address appear there too if you give them, and are left off if you do not. Your email address is never published.