Trovata Overview
What is Trovata?
Trovata is an advanced cash management and forecasting platform that uses open banking and machine learning to provide organizations with unprecedented global cash visibility. It automatically aggregates data from all connected bank accounts, giving treasury and finance teams a real-time, consolidated view of cash positions across entities and currencies. Its unique search capability, powered by machine learning, allows users to query transactions using plain language. These searches can be saved as tags to automate cash reports and forecasts, enabling teams to analyze historical trends and model future scenarios instantly, all from a modern, intuitive interface.
Who it's for:
Trovata is designed for treasury, finance, and FP&A teams in companies of all sizes that have multiple bank accounts and need to automate cash reporting and forecasting. It is particularly valuable for growing businesses and those with international operations seeking to replace manual cash consolidation processes.
Our verdict:
Our verdict is that Trovata is a modern, intelligent, and highly efficient cash management solution. Its use of open banking and ML-powered search transforms how companies access and analyze their cash data. It is an excellent tool for any organization aiming to automate treasury operations and gain proactive, data-driven control over their global liquidity.
Trovata Details
Trovata Platforms supported
Cloud, SaaS, Web-Based
Mobile iPad
Mobile iPhone
Desktop Chromebook
Desktop Linux
Desktop Mac
Desktop Windows
Mobile Android
On-Premise Linux
On-Premise Windows
Trovata Support options
Chat
Email Help Desk
Knowledgebase
Phone Support
Trovata Training options
Documentation
In-Person
Live Online
Videos
Webinars
Trovata Related Categories
Trovata Typical customers
Freelancers
Small Businesses
Small to Mid size businesses
Mid size businesses
Mid to Large size enterprises
Large enterprises
Very Large enterprises
Trovata Features
Most valued Trovata features by users
Compliance Management
Credit Risk Management
For Hedge Funds
Liquidity Analysis
Loan Portfolio Management
Market Risk Management
Operational Risk Management
Portfolio Management
Portfolio Modeling
Reporting/Analytics
Risk Analytics
Stress Tests
Accounting
Bank Reconciliation
Budgeting/Forecasting
Cash Management
Consolidation/Roll-Up
Dashboard Creation
Data Import/Export
Data Visualization
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