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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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Verified User in Computer Software
UC
Verified User in Computer Software
05/29/2026
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review

A very good product.

It is very helpful that it aggregates all of our accounts across all the banks we use, and provides alot of helpful reporting options. I would say the reporting and ability to transation search are the best for me.
Verified User in Oil & Energy
AO
Verified User in Oil & Energy
05/29/2026
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review

Easy to Use, Great Support, and a Hassle-Free Banking Connection

Easy to use with great support. The banking connection process is streamlined, straightforward, and hassle-free.
Zackery N.
ZN
Zackery N.
Treasury at EverCommerce
05/29/2026
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review

Seamless All-in-One Dashboard with Game-Changing Unlimited Retention

The ease of use is excellent—everything is in one dashboard, and searching transactions across several banks or accounts is seamless. For our organization, the unlimited retention is a game-changer. Our primary bank only allows us to pull data back 45 days, so when it comes to audit requests or historical transaction inquiries, Trovata is our go-to source of data.

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