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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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CJ
Christina J.
08/08/2025
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review

Real-Time Cash Visibility with Automated Tagging

Trovata revolutionized our treasury operations by completely automating manual tasks and providing real-time visibility across all global entities. Previously, managing cash positions required hours each day, manually downloading, categorizing, and reconciling transactions from 34 bank accounts across 10 countries and 6 different currencies. With Trovata, we implemented a powerful tagging system organized by region and categories (like AP, Payroll, AR Receipts, Retail Receipts, and Treasury), simplifying complex financial data management. The automatic currency conversion is a massive time-saver, making global operations straightforward and efficient. Now we can easily drill down or summarize reports instantly, providing detailed insights to our executives without manual intervention.
Verified User in Events Services
UE
Verified User in Events Services
05/15/2025
Validated Reviewer
Review source: Seller invite
Incentivized Review

Trovata Review

It centralizes all of our transactions in one area. It is easy to search and create dynamic reports that can be easily updated.
Verified User in Insurance
UI
Verified User in Insurance
04/25/2025
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review

Trovata Review

I use Trovata daily to publish reports to our CFO, internal departments, and use it to gather firm wide data to efficiently report our cash flow cycles as needed. Our relationship manager, Aubin, is outstanding. She always ensures we are 100% set after each call and situation when we require assistance.

About

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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