Your trusted financial friend
Secure and robust
Truly personalised advice
Data driven, human centric
Get straightforward answers to your financial questions
Trajex answers your questions in a simple, intuitive interface available 24/7 on your mobile phone or on your desktop. Trajex translates your complex financial data into visual, actionable elements.
If you ever need expert support to achieve financial stability, and growth, Trajex facilitates a shared language between entrepreneurs who seek simplicity and financial experts who operate in detail.
With Trajex, set up a clear and positive trajectory towards financial success.
What We Offer
Trajex makes your numbers relatable.
Simplicity in a conversation
Pricing for profitability, gross profit vs. net profit, revenue vs. cash, finance can feel like a foreign language.
Trajex offers an intuitive conversational interface that answers your questions and helps you understand how to reach financial success.
A truly customised experience
Trajex offers a truly personalised experience by securely connecting to the sources of data that are relevant to your business.
For example, cloud accounting platforms, CRMs (Customer Relationship Management), inventory, or payroll.
Access expert help exactly when needed
Save time and money. Trajex allows you to book time with finance experts directly in the Trajex app.
Approach conversations with banks, accountants and bookkeepers, with confidence and a clear udnerstanding of your business's financial performance.
Supported by thought leaders
Trajex reached the finals of the University of Chicago Booth school of business 2024 Global New Venture Challenge.
How Trajex
works...
Step 1: Log in to Trajex using Xero
The integration with Xero is secure. You are granting us read only access and are not sharing your log in credentials with us. You can rescind authorisation at any time.
Step 2: Explore your business financials
Explore your business financials using the guidance prompts that show you how to interpret profitability metrics and growth.
Step 3: Talk to Trajex
Ask your questions in the chat interface! We are continuously improving Trajex and are adding visualisation features and new guided prompts regularly.
What Our Clients Say
“One of the biggest challenges for first time founders is having the time and knowledge to understand the financial inner workings of their business. Trajex is a much needed service.”
Ken Valledy, Anthesis Group
“This could be a game changer for entrepreneurs and business owners. Trajex strengthens the relationship between entrepreneurs and their accountants.”
Accounting practice owner, London
“An incredible service, I've found it invaluable.
I recommend it to all my other small business contacts”