Real-time access. Ability to customize transactions to categorize & tag. Daily report that gives me a high level overview of prior day activity.

Ability to customize the opening screen to the feature I use most - Transactions, rather than Balances.

Great experience working with Trovata. They've been very supportive and always available for a quick call or demo on how to do something. Also, continue to update their product so it continues to be beneficial.

Forecast tool. Trovata connects to your bank account(s) and examines the past year of transactions. Then, by tagging certain transactions/vendors/amounts (almost any identifier) you can build full cash forecast, partial account forecast, individual vendor forecasts, or anything else you might want. It continues to learn as more and more activity occurs.

The learning of Tags and their integration to forecast is a little clunky at first, and not completely intuitive, but after a learning session and some time spent on your own testing and trying different things it gets pretty easy. It worth the slight learning curve, as you understand the forecast more when adding each tag, since you spent so much time building the tag to be as accurate as possible.

The integration was very easy, the product is user friendly and easy to operate and the supporting team was always available if we faced any difficulties

I think the forecast feature could improve, It still has some limitations in terms of the different data streams. It would be great if there were an option to integrate with google Sheets and push external data to the platform. also, as a crypto company, it could be a big advantage if we were able to integrate with crypto exchanges (FTX, etc)

I enjoy the ease of use but also the customization ability in Trovata. It allows for many possible scenarios to be modeled and important business metrics/cash to be tracked.

It takes a bit to get all things in the customization up to speed so implementation could be faster.

Overall experience with Trovata software and Trovata team has been exceptional. Trovata tool is used for cash reconciliation, cash analysis and cash forecasting. Trovata mobile app helps our [SENSITIVE CONTENT HIDDEN] know our cash position at any time, anywhere, at a click of a button!

Trovata gives you the ability to instantly know how much cash you have across multiple bank accounts which you can then group by entities or by any other customized group. You can streamline the reconciliation process by creating "tags" which can be used to reconcile, build reports, automate the process of cash forecasting, or simply build powerful dashboards in an instant, just using the tags. Cash Analysis is my favorite feature as it allows you to view weekly, monthly or quarterly trends at a click of a button, and further drill down into transactions right from the graph. You can build a cash forecast in a few minutes and Trovata uses machine learning to show future trends based on historical data, but easy enough to change if needed. You have the ability to bring in information into the forecast from your ERP or use excel to populate the forecast. If you have multiple bank accounts and multiple entities in Trovata, you can consolidate the forecast with a click of a button. You can build quick reports and set them up so they automatically get emailed to various recipients in your organization. Trovata also has a mobile app which makes it easy to view your cash position at any time from your phone.

I do not think you can have multiple user roles within Trovata, but I would like to be able to give different permission rights to users of the product.