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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 Investment Management
UI
Verified User in Investment Management
05/28/2026
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review

Excellent Cash Visibility and User-Friendly Real-Time Reporting

Trovata has been an excellent cash management tool for our team. It provides great cash visibility across accounts and entities, allowing us to monitor balances and cash activity in real time. The platform is very user-friendly, with an intuitive interface that makes navigation and reporting very easy. The onboarding process was also smooth and efficient, making implementation easy with minimal tech support.
Erica Jamay P.
EP
Erica Jamay P.
Senior Treasury Manager at Dallas Cowboys
05/21/2026
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review

Amazing product, service and price!!

I love how friendly everyone at Trovata is when interacting with them. All the employees are all very knowledgeable and have gone out of their way to help make sure that my needs are met to help bring efficiency to my daily work environment. The customer support is amazing. They will go out of their way to make sure that your needs are met to the best of their ability including trying something they have never done before. The implementation was very smooth and didn't require any IT involvement which was a huge plus. This allowed us to get it implemented faster than other TMS companies. The system is very easy to use and has numerous capabilities. I don't currently use all of the modules but they are constantly making improvements which will lead to me using more modules. The integration of my bank's data with API was a breeze and the data retrieval times can be adjusted to best suit your needs. I use Trovata at least 2-3 times a day and love it. I have started playing with the AI feature and it has been really interesting. They are working to improve the functionality regularly and the fact that it is Native it fantastic. I don't have to worry about any proprietary information being leaked. We have definitely gotten our money's worth from the system and are very happy with it.
TT
tania t.
05/11/2026
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review

Great Tool for Cash Visibility and Automation

It’s very user-friendly, and the online customer support is also quick and responsive.

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