Move from accountant to advisor.
Forget spreadsheets. Track transactions, manage liquidity across banks and entities, and generate meaningful reports. Built for SMEs that need clarity, speed and control.
Plan, adapt and report faster with a financial tool designed for fast-moving startups. Track cash flow, compare scenarios and keep investors informed with clear, real-time insights.
Position your firm as a modern financial partner. Tresio enables you to offer CFO-level services like real-time liquidity planning and reporting, all without manual spreadsheet work.
Track liquidity and loans across projects, entities, banks and jurisdictions, plan future investments, and create clear reports. No more scattered spreadsheets, just full financial control in one powerful tool.
Gain real-time visibility into cash positions, intercompany flows, banking exposure and loans. Tresio helps you manage multi-entity portfolios with clarity, speed and full reporting control.
Invoice Amount:
-30,000 CHF
payment
End date: 20.05.2025
31.12.2025 01.01.2024
31.12.2024 %
Trusted globally by 450+ businesses
Explore our customers’
success stories
Revolutionize your accounting
services with TRESIO
YOUR SITUATION TODAY
Accounting is evolving beyond traditional bookkeeping
In today's dynamic business environment, accounting firms are expected to provide more than just bookkeeping and tax services.
Your clients need strategic financial insights, financial reporting and your expert advice, to make informed decisions.
YOUR SOLUTION WITH TRESIO
Enhance your service offering with TRESIO’s advanced financial toolkit
TRESIO empowers accounting firms to provide comprehensive financial management services, helping your clients optimize their cash flow and financial strategy.
With our automated financial reporting that connects with your client’s accounting tool, multi-banking access and detailed liquidity planning, you become an indispensable strategic partner to your clients.
TRESIO’s core features
REPORTING
Deliver impactful financial insights
Generate comprehensive financial reports that provide your clients with the clarity they need to understand their financial health and make informed decisions.
LIQUIDITY PLANNING
Elevate your advisory services
Help your clients plan their cash flow with precision, providing them with the insights needed to make proactive financial decisions and ensure financial stability.
CLIENT FINANCIAL SCENARIO PLANNING
Enhance your consulting value
Assist your clients in planning for various financial scenarios, helping them navigate uncertainties and prepare for future financial needs effectively.
MULTI-BANKING
Consolidate your client’s financials
Offer your clients a unified view of their finances by consolidating all their bank accounts in one place, enabling better financial oversight and decision-making.
TRESIO: The choice for Accounting Firms and CFO services
Join leading providers in streamlining financial management with TRESIO. Our innovative platform empowers accounting firms and CFO services to deliver exceptional results, setting new standards for efficiency and effectiveness in financial operations.
Getting Started
with TRESIO
Are you ready to go? Use our self service onboarding and get started in under 5 minutes
Would you like to discuss your needs and get a tailored offer? Initiate a conversation and connect with our experts to discuss how TRESIO can enhance your accounting services
Setup assistance: Our team will guide you through the setup process, ensuring a smooth integration of TRESIO into your services
Ready to go: Depending on the set up, your firm will be equipped within only a couple of days with TRESIO, ready to offer enhanced financial management services to your clients
Regular Updates: Once live and running, our team will make sure you will always be at the forefront of TRESIO's newest developments to continuously enhance your service to your customers
Benefits
Transition from traditional accounting to a more strategic advisory role, providing clients with valuable insights into their financial planning and decision-making.
Offer your clients a holistic view of their financial situation, enabling better strategy formulation and risk management.
Help your clients master their cash flow with advanced planning tools, ensuring they have the financial agility to seize opportunities or navigate challenges.
Produce fully automated, detailed and insightful financial reports that help your clients understand their financial health and make informed business decisions.
Differentiate your accounting firm by providing high-value financial management services, enhancing client satisfaction and retention.
As your client base grows and their needs evolve, TRESIO scales with you, ensuring you can always meet their financial management needs effectively.