
AI-powered financial reporting, dashboards and forecasting for accountants and finance teams
AI-powered financial reporting, dashboards and forecasting for accountants and finance teams
Fortune records 1,101 monthly visits with -47% month-over-month growth and Paid pricing. Trezy records 18,445 monthly visits with +19.9% growth and Free Trial, Paid pricing.

AI accounting that turns your bank feeds into decisions
| Dimension / Metric | ![]() | ![]() |
|---|---|---|
| Official Domain | fortune.app | trezy.io |
| Pricing Model | Paid | Free Trial, Paid |
| Monthly Visits | 1.1K (1,101) | 18.45K (18,445) |
| MoM Traffic Delta | -976 (-47%) | +3.06K (+19.9%) |
| Primary Market & Share | 🇺🇸 United States (100%) | 🇺🇸 United States (37.6%) |
| Direct Visits / mo | 431 | 7.39K |
| User Rating | 3.9 | 4.4 |
| Supported Platforms | Website | Website |

AI accounting that turns your bank feeds into decisions
Link bank accounts and let Fortune sync transactions automatically, then flag duplicate or mirrored entries across accounts so the ledger stays clean.
Transactions are categorised against your chart of accounts, reducing the manual bookkeeping that usually eats into a small business owner's week.
See where cash sits right now across every connected account and how working capital is trending, rather than waiting for month-end close.
Report gross margin and profitability by product, service or job so you can price and resource with actual numbers.

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

Finance-owned software that turns fragmented data into decisions you can trust
Finance-owned software that turns fragmented data into decisions you can trust

Self-driving accounting that runs your books with you
Self-driving accounting that runs your books with you

Free / Open-sourceHosted plain-text, double-entry accounting with Git version control
Free / Open-sourceHosted plain-text, double-entry accounting with Git version control

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

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

AI oversight that analyzes every financial transaction, not just a sample
AI oversight that analyzes every financial transaction, not just a sample

Bookkeeping that runs itself for the self-employed
Bookkeeping that runs itself for the self-employed

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

AI finance intelligence for analysis, modelling and forecasting
AI finance intelligence for analysis, modelling and forecasting

SpecialistFree AI invoice generator for GST, VAT, and sales tax billing
SpecialistFree AI invoice generator for GST, VAT, and sales tax billing