Trovata Review: Is It The Right Cash Flow Management Software For Your Team?
Best for SMB teams · Mid-market · Enterprise
Free Plan Available
GDPR
SOC 2Add to compare
Starts from $250 / Month, also offers free forever plan
Bank of America
HSBC
Citi
PNC
CapitaloneTrusted by many companies including Bank of America
Overview
Pricing
Features
Buyer feedback
Alternatives
Customers
Media
Security & Compliance
Support
FAQ
Blogs
What is Trovata?
Trovata lets businesses simplify the effort needed to gather and clean their financial data. This includes info from banks, accounting systems, and external vendors. Trovata gives treasury and finance teams access to a powerful data hub, where they can construct, manage, and have more control. CFOs can access simple answers to complicated questions in minutes. It also promotes increased efficiency through machine learning, visualization and workflow automation—resulting in improved financial running performance.
Pricing
Starts from $250 / Month
Best For
Suited for solo users, small teams, SMBs, and enterprise
Security & Compliance
SOC 2GDPRSSO & MFA supported
Data residency:🇺🇸
Trovata Software Demo
Trovata was reviewed internally using user feedback, in-house testing, and market research to assess its performance, reliability, and user experience. Learn how we review products and our evaluation process.
Who should consider Trovata
- Use cases
- Treasury management, Financial planning and analysis, Cash flow forecasting
- Team types
- CFOs, Treasury teams
- Company size
- Medium Business, Large Enterprises
- Workflow style
- Flexible and configurable
- Setup complexity
- Medium
Why teams choose Trovata
Simplifies gathering and cleaning financial data from multiple sources
Provides a powerful data hub for managing treasury and finance data
Enables quick answers to complex financial questions through automation and visualization
Is Trovata right for you?
Best for treasury teams needing automated, centralized cash flow data management.
Choose Trovata if
- You require automated cleaning and integration of financial data from multiple sources.
- Your treasury or finance team needs a centralized data hub for complex cash flow analysis.
- You want quick, visual answers to complicated financial questions to improve decision-making.
Consider alternatives if
- You are a very small business without a dedicated finance team.
- You need simple bookkeeping or basic accounting software rather than advanced treasury management.
What buyers should know before shortlisting Trovata
Trovata is a cash flow management software that simplifies the process of gathering and analyzing financial data. Its powerful features, including machine learning and automation, make it an essential tool for finance teams.
Trovata pros and cons
- Trovata pros
Simplifies gathering and cleaning financial data from multiple sources
Provides a powerful data hub for managing treasury and finance data
Enables quick answers to complex financial questions through automation and visualization
- Trovata cons
Pricing details are not publicly available, requiring sales contact
Limited information on user ratings and reviews
Ready to try it?
Get started with Trovata
Try the free plan and upgrade when ready.
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See how it stacks up
Compare Trovata side-by-side with top Cash Flow Management Software alternatives.
What is the pricing of Trovata?
Trovata Pricing Plans
Startup
$250
/Month
Balances
Transactions
Analysis
Payments
Support (48hr email)
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Growth
$375
/Month
Balances
Transactions
Analysis
Payments
Support (48hr email)
Show more +
Corporate
$750
/Month
Balances
Transactions
Analysis
Payments
Support (48hr email)
Show more +
Enterprise
Tailored Plan
Client Success Manager
Corporate Multibank
White Glove Onboarding
Support SLA
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Trovata reviews and ratings
Buyer sentiment
Insufficient review data available to determine overall buyer sentiment.
What buyers like
- Data integration
- Automation
- Financial visibility
Common complaints
- Pricing transparency
- Onboarding complexity
What users are saying
AV
Aswath v
10/28/23
"Modern ERP and Treasury Software"
What do you like best about Trovata? A wonderful tool to normalize and consolidate cash transactions into one place. Users get great customer service ...
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AU
Anonymous User
07/26/23
"A very good product."
What do you like best about Trovata? It is very helpful that it aggregates all of our accounts across all the banks we use, and provides alot of ...
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AU
Anonymous User
05/19/23
"Trovata - great BI tool for bank data analysis"
What do you like best about Trovata? Ease of integration with large banks and ERP systems. Google-like search processes
AU
Anonymous User
05/18/23
"Trovata Review"
What do you like best about Trovata? It centralizes all of our transactions in one area. It is easy to search and create dynamic reports that can be ...
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AU
Anonymous User
05/15/23
"Trovata User/Administrator Review"
What do you like best about Trovata? Trovata is user -friendly and customer service is superb! What do you dislike about Trovata?
NB
Niall B
05/11/23
"Best in class TMS"
What do you like best about Trovata? How easy it is to build reports. This has allowed us to build a suite of reports to suit our cash reporting ...
Read more
What are the features of Trovata?
Account management is a crucial feature that is commonly found in software used for managing various types of accounts. This feature is spec…
A bank reconciliation statement reconciles an entity's bank account with its financial records. The statement lists all deposits, withdrawal…
Budgeting is a crucial aspect of financial management, and it involves the process of planning, organizing, and controlling financial resour…
The practice of collecting and managing cash flows is known as cash management. Individuals and businesses both benefit from good cash manag…
A real-time email marketing dashboard displays metrics. This allows individuals to track the effectiveness of an email marketing initiatives…
Software features play a crucial role in enhancing the functionality and usability of any software. One such essential feature is Data Impor…
Financial management is a process of planning, organizing, regulating, and monitoring financial resources to meet the goals and objectives.…
Payments are an essential feature in any software that deals with transactions or monetary activities. This feature allows users to make and…
Reporting is the process of organizing data into informational summaries in order to track how various components of a business are performi…
Risk management is an essential part of any business or organization. It refers to the process of identifying, assessing, and controlling po…
Trovata security and data handling
Key compliance certifications and security features for IT and security teams evaluating Trovata.
Certifications
Security features
Developer & data
Alternatives to Trovata
Trovata Customers
Bank of America
HSBC
Citi
PNC
Capitalone
USBank
Trovata Support Options
Frequently Asked Questions About Trovata
Common questions buyers ask before choosing Trovata.
Trovata is a Cash Flow Management Software. Trovata offers Bank Reconciliation, Financial Management, Data Import-Export, Account Management, Reporting (Analytics) and many more functionalities.
Trovata is a strong fit if: You require automated cleaning and integration of financial data from multiple sources.; Your treasury or finance team needs a centralized data hub for complex cash flow analysis.. Consider alternatives if: You are a very small business without a dedicated finance team.; You need simple bookkeeping or basic accounting software rather than advanced treasury management..
Buyers commonly note the following limitations of Trovata: Pricing details are not publicly available, requiring sales contact; Limited information on user ratings and reviews; May require some onboarding due to data integration complexity.
Some top alternatives to Trovata includes Kashoo, Finmap, Qualified, Workvivo and flowpilot.
Trovata offers Freemium, Subscription, Quotation Based pricing models
The starting price of Trovata is $250/Month
Ready to try it?
Get started with Trovata
Get started with the free plan — no credit card required.
Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].