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Trovata

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34 reviews
  • 1 profiles
  • 2 categories
Average star rating
4.5
Serving customers since
2016
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Trovata Reviews

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Lee S.
LS
Lee S.
Treasurer, Vice President of Finance and Technology at Biltmore
06/04/2026
Validated Reviewer
Review source: Seller invite
Incentivized Review

Customizable Solutions and Continual Improvements

I find Trovata to be really valuable for our business as it allows us to manage our cash position and see visual trends every day, solving our overall cash picture by consolidating all information into one source. I like the way we can build solutions within it, tailor it to meet our needs, and analyze important trends. It also helps us be creative and more proactive, which is beneficial. The site's continuous improvements and the team's efforts in building new functionality and adding value to cash management and treasury operations are much appreciated. The initial setup was quite easy, the implementation team was helpful, and the whole process was streamlined and simple.
Emily R.
ER
Emily R.
06/02/2026
Validated Reviewer
Review source: Seller invite
Incentivized Review

Centralized Cash Management with Seamless NetSuite Integration

We have over 150 accounts across 16 different banks. We needed a centralized system that combines all of our accounts into one place so we can monitor transactions and account balances. Most importantly, the integration with our accounting system is critical. I like that I don't have to log in to each bank to view the transactions in the accounts. The integration with our accounting system, Oracle NetSuite, is great. I like the reporting feature; we have custom reports with our monthly balances that are automatically generated and emailed to me on the first day of every month, which helps with our bank reconciliations.
Verified User in Financial Services
AF
Verified User in Financial Services
05/29/2026
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review

Simple to Use, Deeper Cash Insights, and Consolidated Banking with Trovata Cash

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.

About

Contact

HQ Location:
San Diego, CA

Social

@Trovata_io

What is Trovata?

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/).

Details

Year Founded
2016
Website
www.trovata.io