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Trovata  Logo

Liquidity Without Limits

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Table of Contents

Trovata - 2026 Pricing, Features, Reviews & Alternatives

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Last updated: February 2026

Trovata overview

What is Trovata ?

Trovata is an AI-native treasury management and liquidity platform that centralizes multibank connectivity, cash visibility, treasury operations, and stablecoin within a single cloud-based system.

Trovata connects to thousands of global banks through direct APIs, SWIFT, and secure file delivery, then normalizes balances and transactions into a real-time, AI-ready data foundation. This standardized dataset powers cash reporting, forecasting, payments, risk management, and accounting workflows across entities and geographies. In addition to traditional bank rails, Trovata supports programmable stablecoin liquidity, enabling faster, more flexible global money movement.

Trovata AI is embedded directly into the treasury operating system. Operating within a controlled AWS environment, it acts on real treasury data and workflows to deliver conversational answers, proactive insights, and governed agentic automation, reducing manual work without compromising control or auditability.

Trovata is delivered through three connected products:

Trovata Cash provides centralized bank data, real-time liquidity dashboards, AI Chat, and automated insights to explain cash movements, surface anomalies, and accelerate forecasting.

Trovata TMS extends into full treasury management, where AI Agents automate recurring workflows such as variance analysis, daily cash reporting, reconciliation summaries, and executive updates.

Trovata Data offers managed bank connectivity and normalized financial data through APIs, enabling teams to embed liquidity intelligence into internal systems and digital finance applications.

Core capabilities include:

Direct multibank connectivity with normalized, AI-ready financial data, agentic AI for monitoring activity, explaining variances, and automating treasury workflows, machine learning–supported forecasting and anomaly detection, payment initiation and policy-controlled approvals across bank and stablecoin rails, enterprise-grade security with encrypted data, role-based access, and fully auditable AI.

Built on modern cloud infrastructure, Trovata supports high-volume global treasury operations for mid-market and enterprise organizations, as well as banks and fintechs embedding AI-driven liquidity capabilities into their products.

Key benefits of using Trovata

Trovata delivers measurable advantages for treasury and finance teams by combining unified bank connectivity, real-time liquidity intelligence, and embedded AI in a single cloud-based system. Instead of relying on fragmented portals and spreadsheets, teams operate from a centralized, AI-ready data foundation built for scale, control, and speed.

At its core, Trovata eliminates manual cash aggregation by normalizing multibank data into a real-time system of record. Embedded AI acts directly on that data—explaining movements, identifying risk, and automating workflows—so treasury can operate more strategically.

Key benefits include:

- Unify global bank data in real time through direct APIs, SWIFT, and secure file delivery, eliminating manual aggregation.
- See consolidated cash positions instantly with centralized liquidity dashboards across entities and geographies.
- Automate recurring treasury workflows like variance analysis, reporting, and reconciliations with AI Agents.
-Ask natural-language questions and receive contextual, data-backed answers inside the treasury system.
-Strengthen forecasting and risk detection with machine learning–driven projections and anomaly alerts.
-Move money faster and with control using payment initiation and policy-based approvals across bank and stablecoin rails.
-Embed liquidity intelligence anywhere via managed connectivity and APIs for internal systems and fintech products.
-Operate with enterprise-grade security through encryption, role-based access, and fully auditable AI actions.

By centralizing connectivity, intelligence, and execution, Trovata shifts treasury from reactive reporting to proactive liquidity management—improving visibility, reducing operational lift, and enabling faster, more informed financial decisions.

Starting price

24000 /
per year
view pricing plans

Trovata ’s user interface

Ease of use rating:

Trovata pros, cons and reviews insights

To determine these pros and cons insights, we analyzed responses from 

Overall rating

Reviews sentiment

 
 
3-4(12)
5(13)

What do users say about Trovata ?

Their forecasting tools, which leverage machine learning, have also been a game-changer for predicting cash flow needs and planning accordingly. Plus, the interface is straightforward and user-friendly, which made it easy for our team to integrate Trovata into our daily operations without a steep learning curve.

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Who uses Trovata ?

Based on 25 verified user reviews.

Company size

Enterprises

Small Businesses

Midsize Businesses

Top industries

Financial Services
Computer Software
Hospital & Health Care
Hospitality
Others

Use cases

Treasury
Financial Reporting
Financial Management
Mobile Banking

Trovata 's key features

Most critical features, based on insights from Trovata users:

Cash management
Real-Time monitoring
Bank reconciliation
Real-Time reporting
Financial analysis
Workflow management

All Trovata features

Features rating:

Transaction monitoring
Accounting integration
Data import/export
Dashboard creation
API
Financial reporting
Cash flow management
Reporting/Analytics
Electronic payments
Projections
Portfolio Modeling
Portfolio management
Portfolio analysis
Payment management
Multi-Currency
Monitoring
Mobile access
Liquidity Management
Liquidity Analysis
Interest Rate Risks
"What if" scenarios
Real-Time analytics
Real-Time data
Reporting & statistics
Risk analysis
Risk assessment
Risk management
Scenario planning
Secure data storage
Self-Service reporting
Single sign on
Third-Party integrations
Transaction history
Visual analytics
Accounting
ACH payment processing
Activity dashboard
Activity tracking
Alerts/Notifications
Approval process control
Budgeting/Forecasting
Compliance management
Consolidation/Roll-Up
Currency Management
Customizable reports
Customizable templates
Dashboard
Data capture and transfer
Data management
Data synchronization
Data visualization
Debt management
Enterprise Risk Management
Financial management
Financial risk reporting
For accountants
For hedge funds
Forecasting
Foreign Exchange Risks
Generative ai

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Trovata pricing

Value for money rating:

Starting from

24000

Per year

Pricing details
Subscription
Free trial
Free plan
Pricing range

User opinions about Trovata price and value

Value for money rating:

To see what individual users think of Trovata 's price and value, check out the review snippets below.

“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.”
JP

Jason P.

Global Treasurer

“Excellent customer service and onboarding. The team has great business insights and has been a great thought partner rather than just an implementation partner.”
BT

Brent T.

SVP, Finance

Trovata integrations (7)

Integrations rated by users

We looked at 25 user reviews to identify which products are mentioned as Trovata integrations and how users feel about them.

NetSuite logo
NetSuite

Integration rating: 3.0 (1)

Sage Intacct logo
Sage Intacct

Integration rating: 4.0 (1)

Trovata support options

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 FAQs

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 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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