How saviontrela Works for You
We've spent years building a platform that actually makes sense for Australian businesses. No jargon, no unnecessary complexity—just practical tools that help you manage finances more effectively.
Getting Started Takes Minutes
Honestly, the setup process surprised us when we first designed it. Most clients are up and running in under 20 minutes. Here's what that looks like.
Connect Your Accounts
Link your business accounts through our secure portal. We work with all major Australian banks and most regional institutions. The integration happens in real-time, and you'll see your data populate immediately.
Set Your Preferences
Tell us what matters to your business. You can customize reporting periods, set alerts for specific transactions, and choose which metrics appear on your dashboard. This takes maybe five minutes.
Review Your Insights
Our system analyzes your transaction patterns and identifies trends. You'll get a breakdown of where money flows in and out, with suggestions for optimization that you can act on or ignore.
Start Managing Actively
From here, you're in control. Create reports, track specific expenses, set budgets, or just monitor your accounts. The platform adapts to how you work rather than forcing you into a rigid system.
Real-Time Data That Actually Matters
We've seen too many platforms that throw numbers at you without context. saviontrela focuses on actionable information instead.
When you log in, you see current balances, recent transactions, and flagged items that need attention. The dashboard highlights anomalies—like an unexpected large payment or a missed invoice—so you're not hunting through spreadsheets.
- Live account balances updated every 15 minutes
- Transaction categorization with manual override options
- Cash flow projections based on historical patterns
- Expense tracking across multiple categories and departments
- Customizable alert thresholds for payments and receipts
What Happens Behind the Scenes
The platform does a lot of work that you never see. Here's what's happening while you're focusing on running your business.
Secure Data Processing
Every transaction goes through bank-level encryption before it reaches our servers. We don't store your login credentials—those stay between you and your bank through secure API connections.
Your data gets processed in Australian data centers that comply with local privacy regulations. We're pretty serious about this part because trust isn't something you can rebuild easily once it's broken.
Intelligent Categorization
The system learns how you classify transactions and starts suggesting categories automatically. It's not perfect at first, but it gets better the more you use it.
You can set rules—like automatically flagging all transactions from a specific vendor or marking certain amounts for review. These rules save hours during month-end reconciliation.
What Clients Actually Tell Us
Siobhan Fitzpatrick
Retail Business Owner, Brisbane
I was spending entire afternoons just trying to figure out where money went. saviontrela gave me that clarity back. Now I check the dashboard in the morning, see what needs attention, and move on with my day. The time savings alone made it worthwhile.
Annika Lindström
Consulting Firm Director, Melbourne
What I appreciate most is the straightforward approach. There's no pretending to be smarter than me or hiding features behind complicated menus. Everything's where you'd expect it to be. My accountant also mentioned the reports are cleaner than what we had before.