Trovata Pros and Cons

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 use them to replace the manual ones I used to maintain. Review collected by and hosted on G2.com.

So far getting the forecasting module up and running has been slow. Review collected by and hosted on G2.com.

Trovata is great because it simplifies the process of cash management and provides real-time insights into financial data, helping businesses make more informed decisions. Review collected by and hosted on G2.com.

Pricing structure and specific features not aligned with my needs and expectations. Review collected by and hosted on G2.com.

A wonderful tool to normalize and consolidate cash transactions into one place.

Users get great customer service and the tool is easy to integrate and implement.

The tool has wonderful features covering deep drill down of costing and transactions.

The reporting analytics, variance analysis and real time monitoring helps well. Review collected by and hosted on G2.com.

Onboarding time is the only challenge. Other than this, no major drawacks.

The dashboard for reporting can be a bit modern. Review collected by and hosted on G2.com.

Ease of integration with large banks and ERP systems.

Google-like search processes

Logic tagging makes sense if business transaction is simple

Quick feedback loop on product feature requests.

In-chat fast live support within the module Review collected by and hosted on G2.com.

Logic-tagging is useful, but limited. It needs to be SQL-like where you can apply multiple variables and parameters within data queries. There should also be another sophisticated way to streamline tagging or logic creation. For example, instead of creating individual tags and tag-hierarchy in the GUI, we should be able to create simple code or import a file based on a tag mapping.

Not quite sure yet if I can fully transition cash position and cash reporting from Excel to the UI. Initially, I did - but I'm thinking Trovata is more of a quick research, analysis, and charting tool within the GUI. Maybe this changes the more I utilize. Review collected by and hosted on G2.com.

Secure API integration with the banks instead of using unsorted data Review collected by and hosted on G2.com.

Some report are difficult to use at the start Review collected by and hosted on G2.com.

How easy it is to build reports. This has allowed us to build a suite of reports to suit our cash reporting needs Review collected by and hosted on G2.com.

Very little. It meets all our needs & continues to add new offerings such as an investment portal Review collected by and hosted on G2.com.

It is very helpful that it aggregates all of our accounts across all the banks we use, and provides alot of helpful reporting options. I would say the reporting and ability to transation search are the best for me. Review collected by and hosted on G2.com.

I am having difficulty with the forecast feature in Trovata. Im finding that there needs to be alot of manual manipulation to make the forecast somewhat accurate. Review collected by and hosted on G2.com.

It centralizes all of our transactions in one area. It is easy to search and create dynamic reports that can be easily updated. Review collected by and hosted on G2.com.

One additional functionality we have expressed interest in would be the same product for card processors/ payment gateways. Review collected by and hosted on G2.com.

I like that Trovata is really easy to log in to, and see quantitative and qualitative information quickly.

Customer service is super responsive to answering my questions. Review collected by and hosted on G2.com.

Implementation of bank data has taken longer than expected.

Also, sometimes things change on the site without warning or indication as to why.

Some of the site is not super intuitive such as setting up user groups, or sorting within the balances page.

It could use some more sort features. Review collected by and hosted on G2.com.

Easy to use API with examples in multiple programming languages Review collected by and hosted on G2.com.

API doesn't have an endpoint for forecast data Review collected by and hosted on G2.com.