Product Avatar Image

Trovata

Show rating breakdown
34 reviews
  • 1 profiles
  • 2 categories
Average star rating
4.5
Serving customers since
2016
Profile Filters

All Products & Services

Profile Name

Star Rating

22
12
0
0
0

Trovata Reviews

Review Filters
Profile Name
Star Rating
22
12
0
0
0
HO
Holly O.
05/08/2026
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review

Intuitive and a Huge Time-Saver with All Banks in One Place

I love how intuitive it is! It has saved me so much time having all of our banks connected in one place than 30 different portals.
Verified User in Pharmaceuticals
AP
Verified User in Pharmaceuticals
05/08/2026
Validated Reviewer
Verified Current User
Review source: Organic

Trovata: solving Forecasting across entities and organizing everyday transactions

I really enjoy using their tag system as well as the automatic forecasting system. These tools have made it much easier to navigate transactions within the software as well as build at short- and long-term accurate forecasts for our different entities.
BZ
Bessie Z.
05/06/2026
Validated Reviewer
Review source: Seller invite
Incentivized Review

Streamlined Financial Reporting Made Easy

It works perfectly well with an organisation that has hundreds of bank accounts, and requires cash analysis and forecast daily. We use Trovata to consolidate all bank statements, which is super user-friendly. I like the easy tagging feature, along with the filtering and reporting capabilities. It helps me categorize transactions effortlessly and create different reports. The initial setup of Trovata was very easy too.

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