The G2 on Trovata

Trovata Overview

What is Trovata?

Trovata makes it easy for businesses to automate cash reporting, forecasting, analysis, streamline investment opportunities, and money movement. By bridging the gap between banks and accounting systems, Trovata helps companies gain powerful insights into their cash flows and facilitate better and quicker business decisions. With over $100 billion of cash managed for nearly 200 enterprise customers, like Block, Eventbrite, and Krispy Kreme, Trovata makes it easy for companies to take control of their cash flow. As a next-gen technology platform, Trovata is helping many of the world’s largest financial institutions digitally transform commercial and corporate banking with its growing network of direct API integrations. We’re committed to making better cash management accessible for all businesses. Book a demo today to get started. Trovata is based in San Diego, CA.

Trovata Details

Product Website

Discussions

Trovata Community

Languages Supported

English

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Product Description

Trovata is an open banking platform that lets companies instantly know how much cash they have, forecast more quickly, and manage cash flow with precision.

How do you position yourself against your competitors?

Trovata empowers your organization with global cash visibility across all your key accounts. With a comprehensive suite of cash reporting and forecasting capabilities and user search queries powered by machine learning, you can easily find and report on risk across your assets and transactions. Any search performed can be organized into tags, which can be utilized to automate cash reports and forecasts, providing your organization with tools to reference historical data at a moment’s notice.

Trovata leads globally with direct connections to 50+ enterprise banks and 2000+ business banks, helping you manage all your cash within a single,integrated, platform.Take advantage of our pre-built integrations with banks & ERP systems such as Oracle NetSuite, Sage Intacct, Intuit QuickBooks, HSBC, Citi, Wells Fargo, JPMorgan, Bank of America, & more.

Seller Details

Seller

Trovata

Company Website

Year Founded

2016

HQ Location

San Diego, CA

Twitter

@Trovata_io
530 Twitter followers

LinkedIn® Page

www.linkedin.com
78 employees on LinkedIn®

Description

Trovata is a financial technology company that offers a cloud-based cash management platform designed to streamline cash flow forecasting and reporting for businesses. By automating the data aggregation process and providing real-time insights, Trovata helps organizations optimize their cash management strategies and make informed financial decisions. The platform integrates with various banking systems and accounting software, enabling users to gain a comprehensive view of their cash position and enhance operational efficiency. For more information, visit their website at [trovata.io](https://www.trovata.io/).

Overview Provided by:

Marivel Martinez

Recent Trovata Reviews

10/9/2024

Verified UserEnterprise (> 1000 emp.)

4.5 out of 5

"Very easy to get up and running."

I'm about a year into using the product, and so far, the reporting has stood out as a key feature for me. I rely on the reports more and more and u...

4/20/2024

Souhail B.Small-Business (50 or fewer emp.)

4.5 out of 5

"Manage you cash"

Trovata is great because it simplifies the process of cash management and provides real-time insights into financial data, helping businesses make ...

3/14/2024

Verified UserMid-Market (51-1000 emp.)

4.0 out of 5

"Great for cash management"

Secure API integration with the banks instead of using unsorted data

This seller hasn't added their security information yet. Let them know that you'd like them to add it.

0 people requested security information

Trovata Media

Consolidate your cash flow data from all your banks and accounts into one seamless dashboard. Eliminate manual work and data management upkeep with Trovata's cash flow management platform. You're one stop shop to effectively manage your cash within seconds. Start for free now.

Establish a single source of truth and know your daily cash position across all your banks and accounts in real-time. Make better financial decisions with your cash now. Start for free at trovata.io.

Trovata Demo - Cash Flow Analysis | Trovata

Trovata provides tools that enable you to better manage, visualize and analyze data. This enables you to make fast, precise and informed business decisions. We make it easy to share cash flow data with senior leadership and major stakeholders through our reporting app for iPhone and iPad.

Trovata Demo - Transactions View | Trovata

Quickly view, search and categorize your transactional data with automated tagging. Leverage Trovata's automation technology to create custom reports on-demand. Transactions lets you use a Google-like search bar to identify any transaction in your Trovata instance.You can combine the use of ke...

Start solving cash visibility challenges with Trovata. Gain a constant and clear line of sight over your cash flows at all times with our cash reporting software. With Trovata your historical data is automatically collected and neatly filed. Your cash data is stored in perpetuity and can be ea...

Trovata Demo - Cash Forecasting | Trovata

Trovata makes forecasting simple by collecting and normalizing data, then generating reports, all in one platform. Trovata gives you the flexibility to model and create cash forecasts around different business decisions and potential investments. This way you can make fully informed decisi...

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Official Downloads

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G2 reviews are authentic and verified.

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Verified User in Accounting

Enterprise(> 1000 emp.)

Validated Reviewer

Verified Current User

Review source: Seller invite

Incentivized Review

May 15, 2023

"Trovata User/Administrator Review"

What do you like best about Trovata?

Trovata is user -friendly and customer service is superb! Review collected by and hosted on G2.com.

What do you dislike about Trovata?

There have been some mishaps along the way but customer service is very helpful and rsponsive. Review collected by and hosted on G2.com.

What problems is Trovata solving and how is that benefiting you?

Cash forecasting and some journal entry exports. Review collected by and hosted on G2.com.

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Response from Marivel Martinez of Trovata

May 18, 2023

Hi There,

Thank you for taking the time to review Trovata on G2! We appreciate the feedback and will provide your insights to our product team to ensure you have a seamless user experience.

If you have any questions or concerns, feel free to reach out to the Trovata team via email: cs@trovata.io

Thank you!

Helpful?

Admin Approval Link

Verified User in Financial Services

Review source: G2 invite

Dec 28, 2021(Original Aug 31, 2021)

"Very user-friendly and helpful tool"

Trovata makes cash flow forecasting easy and is also user-friendly. Review collected by and hosted on G2.com.

It glitches at times and can make the user experience more frustrating. Review collected by and hosted on G2.com.

Recommendations to others considering Trovata:

You will be satisfied with this tool as it is user-friendly and meets your treasury needs. Review collected by and hosted on G2.com.

Cash Flow forecasting. Review collected by and hosted on G2.com.

Niall B.

Global Treasury Manage

Mar 04, 2021

"Straightforward implementation, quick onboarding & easy to use"

Trovata is extremely intuitive and easy to understand. Building cash reports & cashflows has never been less manual Review collected by and hosted on G2.com.

Differing times in getting banks onboarded onto Trovata - some are instantaneous while others take 3-4 weeks. This is more of a reflection of the banks than Trovata Review collected by and hosted on G2.com.

Automating daily/weekly/monthly cash reporting. Becoming easy to use reconciliation tool for our Accounting team. The time savings are immediate & obvious Review collected by and hosted on G2.com.

Trovata Reviews & Product Details - Page 2

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