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Trovata

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The Next-Generation Global Cash Flow Management Platform

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Trovata Pricing, Features, Reviews and Alternatives

Trovata product overview

Price starts from

5000

Per year

Other

What is Trovata ?

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.

Key benefits of using Trovata

Trovata makes it easy to automate cash reporting and forecasting by providing a unified view of your cash across all your multi-bank accounts, along with workflow management, mobile reporting, and multi-currency translations.

Spend less time in excel spreadsheets and leverage direct bank APIs to conciliate your cash flow data in one intuitive dashboard.

Trovata comes with pre-built integrations with several banks & ERP systems such as Oracle NetSuite, Sage Intacct, Intuit QuickBooks, HSBC, Citi, Wells Fargo, Bank of America, & more.

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

Email/Help Desk
Phone Support
Chat
Knowledge Base
FAQs/Forum

Training options

Live Online
Webinars
In Person
Documentation
Videos

Trovata pricing information

Value for money

4.6

/5

21

Starting from

5000

Per year

Other

Pricing options

Free plan
Subscription
Free trial
Pricing range

Trovata features

Functionality

4.1

/5

21

Total features

56

5 categories

Most valued features by users

Activity Dashboard
Third-Party Integrations
API
Reporting/Analytics
Reporting & Statistics
Data Import/Export
Alerts/Notifications
Workflow Management

Trovata users reviews

Overall Rating

4.5

/5

21

Positive reviews

95

%

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8.19/10
Rating distribution

5

4

3

2

1

11

9

1

0

0

Pros
The ability to concisely and clearly see our current cash position as well as our forecasted cash position has been a huge win for our organization.
Excellent customer service and onboarding. The team has great business insights and has been a great thought partner rather than just an implementation partner.
We have additionally gained tremendous insights into our cash flow and have enhanced our cash flow forecast capabilities. Features like "tags" provide great efficiencies in our day to day operations.
Cons
The inability to connect to smaller banks was disappointing.
The reports are a little difficult to set up at first.
Teamwork prevailed and solutions were provided, but we missed out on using the software to its fullest potential.
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Kirsten C.

Financial Services, 51-200 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

Share this review:

Useful reporting tool

Reviewed 2 years ago
Pros

Real-time access. Ability to customize transactions to categorize & tag. Daily report that gives me a high level overview of prior day activity.

Cons

Ability to customize the opening screen to the feature I use most - Transactions, rather than Balances.

Vendor response

Hi Kirsten, Thank you for taking the time to review Trovata on Capterra! We appreciate the feedback and will provide your insights to our product team to ensure you have a seamless user experience. At any time, feel free to reach out to the Trovata team if you have any questions. Email: cs@trovata.io Thank you!

JW
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Jonathan W.

Hospital & Health Care, 201-500 employees

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Good Treasury Product

Reviewed 4 years ago

Great experience working with Trovata. They've been very supportive and always available for a quick call or demo on how to do something. Also, continue to update their product so it continues to be beneficial.

Pros

Forecast tool. Trovata connects to your bank account(s) and examines the past year of transactions. Then, by tagging certain transactions/vendors/amounts (almost any identifier) you can build full cash forecast, partial account forecast, individual vendor forecasts, or anything else you might want. It continues to learn as more and more activity occurs.

Cons

The learning of Tags and their integration to forecast is a little clunky at first, and not completely intuitive, but after a learning session and some time spent on your own testing and trying different things it gets pretty easy. It worth the slight learning curve, as you understand the forecast more when adding each tag, since you spent so much time building the tag to be as accurate as possible.

DD
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Daniel D.

Financial Services, 501-1,000 employees

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

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Suitable solution for Treasury management

Reviewed 2 years ago
Pros

The integration was very easy, the product is user friendly and easy to operate and the supporting team was always available if we faced any difficulties

Cons

I think the forecast feature could improve, It still has some limitations in terms of the different data streams. It would be great if there were an option to integrate with google Sheets and push external data to the platform. also, as a crypto company, it could be a big advantage if we were able to integrate with crypto exchanges (FTX, etc)

Vendor response

Hi Daniel, Thank you for taking the time to review Trovata on Capterra! 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!

RF
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Ryan F.

Financial Services, 51-200 employees

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Doing awesome things right now and preparing for the future

Reviewed 2 years ago
Pros

I enjoy the ease of use but also the customization ability in Trovata. It allows for many possible scenarios to be modeled and important business metrics/cash to be tracked.

Cons

It takes a bit to get all things in the customization up to speed so implementation could be faster.

Vendor response

Hi Ryan, Thank you for taking the time to review Trovata on Capterra! 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!

AS
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Aurelia S.

Events Services, 201-500 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Powerful Automated Cash Management System

Reviewed 4 years ago

Overall experience with Trovata software and Trovata team has been exceptional. Trovata tool is used for cash reconciliation, cash analysis and cash forecasting. Trovata mobile app helps our [SENSITIVE CONTENT HIDDEN] know our cash position at any time, anywhere, at a click of a button!

Pros

Trovata gives you the ability to instantly know how much cash you have across multiple bank accounts which you can then group by entities or by any other customized group. You can streamline the reconciliation process by creating "tags" which can be used to reconcile, build reports, automate the process of cash forecasting, or simply build powerful dashboards in an instant, just using the tags. Cash...

Cons

I do not think you can have multiple user roles within Trovata, but I would like to be able to give different permission rights to users of the product.

Trovata FAQs

Q. What type of pricing plans does Trovata offer?

Trovata has the following pricing plans:
Starting from: $5000.00/year
Pricing model: Free, Subscription


Q. Who are the typical users of Trovata ?

Trovata has the following typical customers:
Large Enterprises, Mid Size Business, Small Business


Q. What languages does Trovata support?

Trovata supports the following languages:
English


Q. Does Trovata support mobile devices?

Trovata supports the following devices:
iPad, iPhone


Q. Does Trovata offer an API?

Yes, Trovata has an API available for use.


Q. What other apps does Trovata integrate with?

Trovata integrates with the following applications:
Sage Intacct, QuickBooks Online Advanced, NetSuite


Q. What level of support does Trovata offer?

Trovata offers the following support options:
Email/Help Desk, Phone Support, Chat, Knowledge Base, FAQs/Forum

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