I really enjoy using their tag system as well as the automatic forecasting system. These tools have made it much easier to navigate transactions within the software as well as build at short- and long-term accurate forecasts for our different entities. Review collected by and hosted on G2.com.

I dislike very little about Trovata. I have had a few technical problems with account balances in the past but their quick technical service team are able to resolve these quickly. Review collected by and hosted on G2.com.

It works perfectly well with an organisation that has hundreds of bank accounts, and requires cash analysis and forecast daily. We use Trovata to consolidate all bank statements, which is super user-friendly. I like the easy tagging feature, along with the filtering and reporting capabilities. It helps me categorize transactions effortlessly and create different reports. The initial setup of Trovata was very easy too. Review collected by and hosted on G2.com.

n/a Review collected by and hosted on G2.com.

Trovata Cash is simple to use, gives us additional insight beyond what's available from our banks, consolidates our banking relationships, and standardizes data for our teams. Their support resources are best-in-class. Review collected by and hosted on G2.com.

Some banks are not on the Plaid network or data is limited. Review collected by and hosted on G2.com.

Good user interface. Easy to set up. Excellent for liquidity reporting and cash forecasting. Review collected by and hosted on G2.com.

No big concerns or issues with Trovata. Some improvement to reporting and error corrections would be nice. Review collected by and hosted on G2.com.

Easy to use with great support. The banking connection process is streamlined, straightforward, and hassle-free. Review collected by and hosted on G2.com.

Not much to dislike… they have to step up their AI capabilities. Review collected by and hosted on G2.com.

Trovata revolutionized our treasury operations by completely automating manual tasks and providing real-time visibility across all global entities. Previously, managing cash positions required hours each day, manually downloading, categorizing, and reconciling transactions from 34 bank accounts across 10 countries and 6 different currencies. With Trovata, we implemented a powerful tagging system organized by region and categories (like AP, Payroll, AR Receipts, Retail Receipts, and Treasury), simplifying complex financial data management. The automatic currency conversion is a massive time-saver, making global operations straightforward and efficient. Now we can easily drill down or summarize reports instantly, providing detailed insights to our executives without manual intervention. Review collected by and hosted on G2.com.

The initial setup of our tagging system required careful attention, especially around naming conventions to avoid confusion with similarly named entities. However, this was quickly resolved due to Trovata’s flexible tagging system and excellent support resources. Review collected by and hosted on G2.com.

a. The biggest win for us with Trovata has been its exceptional tagging and real-time reporting capabilities. Before Trovata, aggregating and analyzing cash across multiple banks and global entities required hours of manual effort, often delaying critical insights. Now, custom tags and automated data aggregation mean I can generate highly detailed, accurate reports instantly. The platform is intuitive, enabling me to quickly handle ad-hoc reporting requests, reconcile complex transactions, and maintain precise cash forecasting. Review collected by and hosted on G2.com.

There’s a slight learning curve when first setting up tags and data streams. However, the intuitive interface and helpful resources provided by Trovata, including great support from our Client Success Manager, quickly made that manageable. Review collected by and hosted on G2.com.

Trovata has dramatically simplified our global treasury operations. With seamless bank connectivity and intuitive tagging, we’ve achieved unprecedented visibility across our 100+ accounts. The ease of creating customizable, dynamic reports is outstanding, particularly for complex global payroll and cash forecasts. The onboarding support is excellent—Trovata handled bank connections effortlessly, even for challenging international banks like Mizuho. It’s truly become an indispensable tool for our team. Review collected by and hosted on G2.com.

There aren’t significant drawbacks, but initial setup requires thoughtful planning, especially around tagging structures. However, the strong client success support from Trovata mitigates most of this initial complexity. Review collected by and hosted on G2.com.

Trovata has completely changed the way we operate in treasury. Before, we were stuck in Excel-based forecasts that took forever to maintain, often crashed, and lacked visibility into key data points like sub-accounts or international transactions. With Trovata, we've unlocked a much deeper level of granularity. Its tagging engine is powerful and flexible, letting us slice and dice data across various filters like BAI codes, remittance details, and more. The variance analysis, once a painful multi-hour task, now takes seconds. The platform has made our cash forecasting faster, more accurate, and truly scalable. Review collected by and hosted on G2.com.

There’s a learning curve when you’re first configuring tags and data streams, especially if you're coming from a heavily manual background like we were. But the Trovata team has been a strong partner throughout the onboarding and support process. Once you get over that initial setup phase, the value quickly becomes clear. System can be buggy at times, but support team is extremely responsive and always resolved any issues quickly. Review collected by and hosted on G2.com.

real-time visibility, ability to automate, very user friendly, fianancial forecasting tools, integration capability, amazing customer support, implementation with ease Review collected by and hosted on G2.com.

limitations in forecasting, reporting customisation, latency issues Review collected by and hosted on G2.com.