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Trefis Reviews, Pricing, Features & Alternatives in 2026

Trefis is a financial analysis platform that simplifies company valuation and forecasting, enabling you to understand stock prices through interactive models and collaborative insights.

Financial Analysis Software Investment Research Platforms Data Visualization Tools Business Intelligence Software

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Founded • United States • Cloud-based

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Product Overview & Demo

Main Demo Video

What is Trefis?

Financial Analysis Software

Screenshots & Interface

Dashboard View

Main dashboard with project overview

Kanban Board

Kanban-style task management

Timeline View

Gantt chart timeline view

Automations

Workflow automation builder

Key Features

Integrations

:

Pricing Plans

Pros & Cons

Pros

Cons

Who Should Use Trefis?

Best for Company Sizes

Popular Industries

Our Verdict

Start your 30-day free trial today—no credit card required. See why over 15,000 teams trust Trefis

User Reviews

Overall Rating

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Ratings Breakdown

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1 ★

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Secondary Ratings

Ease of Use

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Value for Money

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Customer Support

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Functionality

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