
AI-powered financial reporting, dashboards and forecasting for accountants and finance teams
AI-powered financial reporting, dashboards and forecasting for accountants and finance teams
Boxsy records 3,971 monthly visits with +57.6% month-over-month growth and Paid pricing. Trezy records 18,445 monthly visits with +19.9% growth and Free Trial, Paid pricing.

The AI COO that gives early-stage founders one place to see investors, runway and the next move.
| Dimension / Metric | ![]() | ![]() |
|---|---|---|
| Official Domain | boxsy.io | trezy.io |
| Pricing Model | Paid | Free Trial, Paid |
| Monthly Visits | 3.97K (3,971) | 18.45K (18,445) |
| MoM Traffic Delta | +1.45K (+57.6%) | +3.06K (+19.9%) |
| Primary Market & Share | 🇺🇸 United States (100%) | 🇺🇸 United States (37.6%) |
| Direct Visits / mo | 1.56K | 7.39K |
| User Rating | 4.3 | 4.4 |
| Supported Platforms | Website | Website |

The AI COO that gives early-stage founders one place to see investors, runway and the next move.
An AI COO built into the platform that drafts investor updates, answers investor questions from your own company data, and flags pipeline risks before they become problems.
A 150,000-contact investor database paired with AI pipeline suggestions and match scoring, so founders know both who to approach and how to move them.
A smart data room that tracks views down to the investor, section and time spent, plus automated monthly investor updates generated from live KPIs.
A control center that rolls up cash, burn, runway, KPIs and pipeline health, with direct Plaid, HubSpot and QuickBooks integrations feeding it live data.

AI cash flow management and forecasting for small businesses
Connects to 2,000+ banks via secure read-only PSD2/Open Banking links, imports up to 24 months of history and auto-categorizes every transaction, learning from your corrections.
Machine learning analyses seasonality, historical patterns and payment behaviour to project your cash position, with scenario planning to test hiring or investment decisions first.
Automated profit and loss statements update daily rather than monthly, alongside more than twenty pre-calculated KPIs with health indicators and break-even analysis.
AI-powered OCR extracts data from invoices and receipts, files them automatically into an audit-ready archive and makes any document findable in under a second.

AI-powered financial reporting, dashboards and forecasting for accountants and finance teams
AI-powered financial reporting, dashboards and forecasting for accountants and finance teams

The finance operating system that keeps Excel and makes AI outputs auditable
The finance operating system that keeps Excel and makes AI outputs auditable

Self-driving accounting that runs your books with you
Self-driving accounting that runs your books with you
AI-native platform for extra-financial intelligence

AI-native accounting and general ledger software
AI-native accounting and general ledger software

SpecialistAI-native wealth management platform for accredited individuals and financial institutions
SpecialistAI-native wealth management platform for accredited individuals and financial institutions

AI operating system for founders raising venture rounds
AI operating system for founders raising venture rounds

AI bookkeeping and AI accounting, done for you
AI bookkeeping and AI accounting, done for you

AI bookkeeping that keeps receipts, invoices and statements organized automatically
AI bookkeeping that keeps receipts, invoices and statements organized automatically

Bookkeeping that runs itself for the self-employed
Bookkeeping that runs itself for the self-employed
Free / Open-sourceAI co-pilot that runs startup fundraising, from deck review to investor outreach
Free / Open-sourceAI co-pilot that runs startup fundraising, from deck review to investor outreach

AI-native finance software with accounting included
AI-native finance software with accounting included