TRES Finance Review 2025: Pros, Cons, & Features
Our Take On TRES Finance
THE BOTTOM LINE:
TRES Finance is built for crypto businesses that don’t want to wrestle with spreadsheets for their crypto finances.
It automatically pulls in and cleans up blockchain data, tracks everything from DeFi rewards to validator commissions, and spits out clean, audit-ready financials – without the usual chaos. If your team works deep in Web3 and needs proper reporting across 200+ chains, it’s a beast.
On the other hand, if you’re just dabbling in crypto or still figuring out your financial operations, TRES is probably more muscle than you need.
Pros
- Market-best 200+ integrations
- Built-in data compliance (SOC 1 & 2)
- Works smoothly with DeFi and cross-chain
- Built-in AI Analyst
- Support from real CPA experts
Cons
- No personal portfolio tracking
- Pricing isn’t clearly listed
- Too complex for small teams
TRES Finance Overview
| Details | |
| Best For | Crypto businesses with complex, multi-chain activity and audit requirements |
| Blockchains Supported | 200+ networks including DeFi, staking, and cross-chain support |
| ERP & Bank Integration | NetSuite, QuickBooks, Xero, and 10,000+ global banks |
| Standout Feature | Financial Data Lake + AI-powered reconciliation and reporting |
| Pricing | Custom/enterprise-level. Demo required to view |
What Is TRES Finance?
TRES Finance is a platform that helps crypto-focused businesses get their financial stuff sorted, without all the manual headaches.
If you have a business that deals with blockchain transactions, DeFi, or onchain assets, TRES pulls everything into one place and makes it easier to track, reconcile, and report.
The team behind TRES built it because they were frustrated with how messy crypto accounting can be. The real issue wasn’t just about accounting – it was that the data across Web3 tends to be totally scattered.
So instead of slapping a few tools on top of existing infrastructure, they started fresh by building something called a Financial Data Lake.
Put simply, the Financial Data Lake does the following:
- Pulls in raw data from over 200 blockchains, exchanges, and custodians
- Cleans it up
- Turns it into something you can actually work with.
From there, TRES automates the rest. Things like tagging transactions, calculating cost basis (like FIFO or LIFO), syncing with your ERP system (like NetSuite or QuickBooks), and generating audit-ready reports.
It handles more complex stuff too (such as staking rewards, bridging, DeFi positions, and validator data) without needing spreadsheets or manual workarounds.
TRES is built for companies that are deep in the crypto space. Think exchanges, DAOs, protocols, funds, or any team that needs reliable and accurate financial reporting for crypto.
It’s not a personal portfolio tracker – it’s a serious tool for teams that need their books to be audit-ready.
TRES Finance Key Features
- Connects to 200+ blockchains, exchanges, custodians – and your bank: TRES pulls in all your crypto and fiat activity, so you can see everything in one place without jumping between wallets, platforms, or spreadsheets.
- Automated accounting workflows that save hours: It takes care of tagging transactions, calculating gains and losses, syncing your books, and making sure your numbers actually match up (without manual input).
- Smart transaction sorting and cleanup: TRES uses intelligent rules to automatically organize your transactions, flag weird activity, and filter out spammy airdrops or sketchy tokens that mess with your records.
- Tracks DeFi and staking, all in one dashboard: Keep tabs on every yield, validator commission, and APY across your DeFi positions and staking activity.
- Plays nice with ERPs, custom setups, and tax tools: TRES plugs right into NetSuite, QuickBooks, or even more custom platforms. It also supports things like invoicing, revaluations, and 1099s.
- Built-in AI Analyst for instant answers: Just type a question in plain English – like “What were our staking rewards last month?” – and get clear, accurate answers pulled straight from your financials.
- Expert support from real CPAs: Every support team member is a qualified accountant. So when you run into a problem, you’re getting answers from someone who knows exactly what they’re talking about.
TRES Finance Pricing & Fees
TRES Finance doesn’t publish its pricing online, which is pretty standard for tools aimed at bigger businesses.
To find out what it’ll cost, you’ll need to book a demo and talk with someone from their team.
The price likely depends on things like how many transactions you handle, what systems you need to connect it to, and how much support your team wants.
It’s not the easiest setup for quick comparisons, but it does mean they can tailor the pricing to match what you actually need.
Our Expert Review of TRES Finance
TRES is packed with features that solve the real, everyday problems that crypto finance teams face.
This especially applies to issues tied to fragmented data, clunky manual work, and upcoming audits.
Here’s a closer look at what it actually does well, and why it stands out.
1. Crypto Accounting & Financial Reporting
TRES really does take the chaos out of crypto accounting.
The platform automatically puts your transactions into categories, calculates valuations, and makes journal entries. This is all without needing to touch Excel, or stitch something together in your company’s financial system.
One thing I thought was especially useful, is how TRES shows you everything from wallet activity to realized gains right in the overview – no digging needed.
It pulls data from over 200 integrations, and their Financial Data Lake cleans and normalizes it before it hits your reports.
The end result is a set of tidy, compliant financials with full audit trails, which are ready to go when month-end (or audit season) rolls around.
2. Regulatory Compliance & Audit Readiness
If you’re operating in a region that’s known for tight regulation (like the US, EU, or Canada), clean record-keeping isn’t just optional. It’s a necessity.
The good news is, TRES makes staying compliant feel almost automatic.
It makes sure every transaction is fully traceable, compliant, and backed by relevant documentation. You can even pull up inflow and outflow reports over custom time frames, to get a clear snapshot of financial activity. This helps with tax filings too.
With SOC 1 & 2 compliance and CPA support baked in, this part feels pretty solid.
3. DeFi and Staking Activity Tracking
As someone who’s tried plenty of platforms for crypto accounting, DeFi is often where things all fall apart.
However, from what I’ve seen, TRES actually gets it quite right.
It automatically detects staking, LP positions, farming, even bridging – and tags it all correctly. You don’t have to second-guess whether your Curve LP tokens or staked assets are showing up right.
You can also view daily staking rewards, unclaimed rewards, and even get a full breakdown of validator commissions.
The UI breaks it down in a way that’s nice and digestible, for finance teams who don’t want to decode smart contract stuff just to do their job.
4. ERP System Integration
A lot of platforms claim to integrate with ERPs (that is, business back-end systems).
But TRES is one of the few that doesn’t need you to put in a ton of effort to get your crypto data into something like NetSuite or Xero.
You can literally see how many transactions have been synced, failed, or are ready to sync, right from the dashboard. That transparency alone saves a ton of back-and-forth.
And it doesn’t matter if your company’s setup is more customized, because they can support that too.
For anyone who’s ever tried to match wallet activity with ERP records manually, this is a game changer.
5. Treasury & Balance Sheet Oversight
If you’ve got assets spread across wallets, chains, and exchanges, TRES gives you a bird’s-eye view that comes with a bunch of helpful functions.
You can hone-in on specific wallets, see delegated assets, and track things like cost basis and profit & loss – all in real time. It reconciles your wallets daily, so you don’t have to guess what’s actually on the books at any given moment.
The best part is that everything, from liquid assets to DeFi positions, is visualized for you clearly.
This makes reporting to leadership (or even just understanding your asset exposure) a ton easier than just using raw numbers on a screen.
6. AI Analyst
This part is by far my personal favorite.
TRES Analyst is like having a crypto-savvy teammate who works 24/7. You can ask it anything and get instant answers, pulled directly from your wallet and transaction data.
No spreadsheets or digging, just real insights on demand.
Whether you want to know your portfolio’s daily net worth last quarter, or how much you spent on gas fees in the past six months, TRES Analyst supposedly gives you clear answers in seconds.
It can even provide a visual breakdown to match:
Even better, you can edit transactions, check exposures, and keep your records tidy without jumping between tools.
I didn’t get to try the AI Analyst first-hand. But if it works as it says it does, that’s a game changer for pulling financial data on a whim – no accounting skills required.
Customer Service
Like most solid platforms, TRES comes with a multi-layered support setup.
This begins with their help center, which is packed with detailed articles, walkthroughs, and answers to all the usual questions.
If you’re trying to figure out how something works or run into a hiccup, there’s a good chance you’ll find a clear explanation in there without needing to contact anyone.
Prefer to reach out for direct assistance? There’s a handy live chat box that pops up in the lower corner of the screen.
It’s not instant like some 24/7 bots, but responses usually come through within a few hours – not rapid, but fast enough for most needs.
The standout support feature for paying customers is direct support from actual Certified Public Accountants (CPAs).
That’s a huge plus if you’re dealing with complex crypto accounting or need help getting audit-ready. These CPAs are there to help with tricky financial questions and make sure your setup stays compliant.
There wasn’t a ton of public detail on how it works – but it has the potential to be a strong value-add for businesses that want expert-level guidance.
Who’s TRES Finance For?
- Web3 & Blockchain-Native Finance Teams: People who manage treasuries for DAOs, foundations, or infra projects. TRES tracks multi-wallet activity, staking rewards, and cross-chain finances – all in one audit-ready view.
- B2C Trading Platforms: Exchanges & FinTechs: People who run exchanges or crypto fintech apps with heavy transaction volume. TRES syncs everything into tools like QuickBooks or NetSuite, keeping books clean without the manual work.
- Institutional Traders, Asset Managers & VCs: People who trade at scale, such as funds, brokers, market makers, VCs. TRES automates cost basis, tagging, and reporting so you can focus on strategy, not cleanup.
- Crypto iGaming, Web3 Game Studios & Professional Services: People who build Web3 games, run iGaming platforms, or provide accounting and treasury services. TRES tracks token flows and turns on-chain activity into clear financials.
- Payments, On-Off Ramping & Financial Institutions: People who run payment gateways, on/off ramps, or banks exploring crypto. TRES maps blockchain activity into compliant, plug-and-play reports for traditional systems.
Who’s it Not For?
- Retail Investors & Casual Traders: People who just want to track their personal holdings or check portfolio performance don’t need TRES. It’s built for businesses, not individuals, and doesn’t quite function as a portfolio tracker.
- Teams Without Onchain Exposure: If your company doesn’t hold or interact with crypto onchain, TRES probably isn’t relevant. It’s designed specifically for businesses operating in the Web3 ecosystem.
- Projects Looking for a Free Tool: TRES isn’t a freemium platform, it’s priced for serious teams with complex needs. So if you’re looking for a free or low-cost solution, this probably isn’t the right fit.
- Early-Stage Startups Without Finance Ops: If you’re pre-revenue, still figuring out your financial operations, or don’t yet have regular reporting requirements, TRES may be more than you need right now. It shines better once structured finance workflows are in place.
TRES Finance Alternatives
TRES Finance vs. Bitwave
Bitwave is a decent option if your crypto accounting needs are pretty straightforward.
It handles the basics like syncing transactions and connecting to your ledger, but it’s more limited when it comes to network support and deeper automation.
If you’re mostly dealing with just a few chains or running a smaller setup, it might do the job.
However, if you’re working across a bunch of wallets, managing DeFi activity, or prepping for serious audits, TRES gives you a lot more to work with. More chains, more automation, and way more flexibility.
| TRES | Bitwave | |
| Blockchains supported | 200+ networks | Around 30 |
| Exchange & custodian support | 25+ platforms | 10 or fewer |
| Bank connections | Works with 10,000+ banks | Doesn’t support it |
| Wallet tracking | Updates daily, automatically | Limited support |
| Cost basis options | Full range (FIFO, LIFO, etc.) | Basic only |
| Extra accounting tools | Revaluation, impairment, overrides* | Not included |
| Data checks & reliability | Built-in error detection | No mention |
*Advanced tools available as paid add-ons in TRES
TRES Finance vs. Cryptio
Cryptio is popular with smaller crypto teams and does a solid job with general accounting and reports.
It covers around 50 chains and handles the basics well, but you’ll need to pay extra for things like daily reconciliation or ERP integrations. There’s also no native bank feed support, which means more manual work if you’re handling fiat.
TRES is a better fit if your operations are more complex. It brings in data from 200+ chains, connects to over 10,000 banks, and gives you automation and reporting tools that make life easier.
| TRES | Cryptio | |
| Blockchains supported | 200+ networks | About 50 |
| Exchange & custodian support | 25+ platforms | Limited |
| Bank connections | Works with 10,000+ banks | Doesn’t support it |
| Wallet tracking | Updates daily, automatically | Only with add-on |
| Cost basis options | Full range (FIFO, LIFO, etc.) | Some support |
| Extra accounting tools | Revaluation, impairment, overrides* | Not included |
| Data checks & reliability | Built-in error detection | No |
*Advanced tools available as paid add-ons in TRES
Is TRES Finance Safe to Use?
TRES Finance Founders
TRES Finance was founded by Tal Zackon and Eilon Lotem, two entrepreneurs with a shared focus on fixing the messy world of crypto financial data.
Tal, the CEO, has a background in fintech and business strategy. He’s led TRES to raise over $18 million and earned a Forbes 30 Under 30 spot for his work.
Eilon, the CTO, brings strong expertise in cybersecurity and AI, which probably shows in the platform’s tight focus on security and automation.
TRES Finance is headquartered in Tel Aviv, with a global team across the US and Europe.
Who Has Invested in TRES Finance?
TRES raised $7.6 million in its 2022 seed round, led by Boldstart Ventures and F2 Venture Capital, with participation from BlockTower Capital and a few other early believers.
This round gave them the runway to build their platform for automated crypto accounting and compliance from the ground up.
By December 2023, after proving product-market fit, they secured an $11 million Series A.
Boldstart, F2, and BlockTower doubled down, joined by new investors like Faction and New Form, who focus on fintech and Web3 infrastructure.
That funding helped TRES scale its operations, hire key talent, and achieve SOC 1 Type 2 compliance.
TRES Finance Security and Compliance
TRES Finance is SOC 1 Type 2 certified, which means it meets strict standards for how it handles financial reporting and keeps client data safe.
That includes things like end-to-end encryption, multi-factor authentication, and regular security checks.
It also takes the hassle out of compliance by supporting key regulations like US 1099 tax reporting and the EU’s MiCA rules.
Every customer gets help from real CPAs – so when you have questions about audits, tax reporting, or complex transactions, you’re talking to someone who actually knows the ins and outs of crypto accounting.
Final Thoughts On TRES Finance
TRES Finance isn’t just another crypto accounting tool. It’s an infrastructure-level solution for teams who need to get serious about compliance, reporting, and automation in the Web3 space.
If your business deals with high transaction volume, DeFi positions, staking rewards, or complex treasury management, TRES does the heavy lifting.
It connects to over 200 blockchains, works with your ERP, and replaces scattered spreadsheets with clean, audit-ready data – all backed by CPA-level support.
That said, it’s not for everyone. If you’re a casual trader or a small team just getting started, the platform is probably more than you need right now.
There’s no “freemium” version, and pricing is tailored for enterprise-level needs.
TRES Finance Frequently Asked Questions
Yes, TRES is designed for businesses, not individuals.
It works best for crypto teams with structured finance operations, like exchanges, DAOs, funds, and platforms handling lots of transactions.
Yes, and that’s one of its biggest strengths. TRES can track DeFi positions, LP tokens, farming, bridging, and staking rewards, including validator commissions and APY.
It automatically tags and categorizes all of this, so your reports stay clean without extra manual effort.
Pricing isn’t listed publicly because it depends on your business needs.
You’ll need to book a demo to get a quote, which will be based on things like transaction volume, integrations, and support level.
Yes. TRES is SOC 1 and SOC 2 compliant, meaning it meets strict industry standards for data security and financial reporting.
It also uses encryption, multi-factor authentication, and anomaly detection to keep your data accurate and secure.
TRES offers support from actual CPAs. If you’ve got questions about crypto accounting, audits, or compliance, you’ll be speaking with someone who knows what they’re doing.
There’s also a help center and live chat for day-to-day support.
Yes, it integrates with major ERPs like NetSuite, QuickBooks, and Xero, plus over 10,000 global banks.
Even if your setup is custom or niche, TRES can usually plug in and sync your crypto data cleanly.
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