Was ist Trovata?

Trovata, die einzige moderne, große Datenplattform im Finanz-/Treasury-Bereich, die auf offenem Bankwesen basiert und eine reichhaltigere digitale Benutzererfahrung bietet. Bargeldverwaltung und -prognose in Echtzeit. Keine Implementierung. Keine IT.

Wer verwendet Trovata?

Kunden von mittelständischen und Tier-1-Unternehmen.

Wo kann Trovata bereitgestellt werden?

Cloud, SaaS, webbasiert, Mac (Desktop), Windows (Desktop), iPhone (mobil), iPad (mobil)

Über den Anbieter

  • Trovata
  • Ansässig in San Diego, USA
  • 2016 gegründet
  • Telefon-Support
  • Chat

Erhältlich in diesen Ländern

Vereinigte Staaten

Sprachen

Englisch

Über den Anbieter

  • Trovata
  • Ansässig in San Diego, USA
  • 2016 gegründet
  • Telefon-Support
  • Chat

Erhältlich in diesen Ländern

Vereinigte Staaten

Sprachen

Englisch

Trovata – Videos und Bilder

Trovata Software - 1
Trovata Software - 2
Trovata Software - 3
Trovata Software - 4
Trovata Software - 5
6 weitere anzeigen
Videos zu Trovata
Trovata Software - 1
Trovata Software - 2
Trovata Software - 3
Trovata Software - 4
Trovata Software - 5

Kosten ähnlicher Produkte wie Trovata vergleichen

Trovata

Nicht verfügbar
Kostenlose Version
Gratis Testen
Nicht verfügbar
Kostenlose Version
Gratis Testen
(0)
Nicht verfügbar
Kostenlose Version
Gratis Testen
599,00 $/Monat
Kostenlose Version
Gratis Testen

Trovata Funktionen

  • Berichterstattung / Analyse
  • Buchhaltung
  • Budgetierung/Prognosen
  • Cash Management
  • Dashboard-Erstellung
  • Daten-Import / -Export
  • Datenmanagement
  • Datenvisualisierung
  • Echtzeit-Daten
  • Finanzanalyse
  • Finanzberichterstattung
  • Finanzielle Risikoberichterstattung
  • Konsolidierung / Roll-Up (Reporting)
  • Kontenabgleich
  • „Was wäre wenn“-Szenarien

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Bewertungen über Trovata

Durchschnittliche Bewertung

Gesamt
4,5
Benutzerfreundlichkeit
4,5
Kundenservice
4,9
Funktionen
4,1
Preis-Leistungs-Verhältnis
4,5

Nutzerbewertungen nach Unternehmensgröße (Angestellte)

  • <50
  • 51-200
  • 201-1.000
  • >1.001

Bewertungen nach Punktzahl finden

5
50%
4
45%
3
5%
Kirsten
Kirsten
Manager in USA
Verifizierter Nutzer auf LinkedIn
Finanzdienstleistungen, 51-200 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Useful reporting tool

5,0 vor 6 Monaten

Vorteile:

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

Nachteile:

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

Antwort von Trovata

vor 6 Monaten

Hi Kirsten, Thank you for taking the time to review Trovata on Capterra! We appreciate the feedback and will provide your insights to our product team to ensure you have a seamless user experience. At any time, feel free to reach out to the Trovata team if you have any questions. Email: cs@trovata.io Thank you!

Jonathan
Sr. Treasury Analyst in USA
Krankenhausversorgung & Gesundheitswesen, 201-500 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung

In Betracht gezogene Alternativen:

Good Treasury Product

5,0 vor 2 Jahren

Kommentare: 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.

Vorteile:

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.

Nachteile:

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.

Alyson
Sr. Treasury Analyst in USA
Internet, 1.001-5.000 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung

Samsara

4,0 vor 2 Monaten Neu

Kommentare: We've benefited by cutting down weekly reporting by hours a week, and multiple hours a day at quarter end. Trovata has helped our accounting team research payments and also provides more visibility into transactions.

Vorteile:

I like how easy Trovata is to use. Before Samsara, I never used a TMS system and was able to implement the system with the help of [SENSITIVE CONTENT] . Since the product is easy to use, I was able to demo to the accounting team fairly quick with no issues!

Nachteile:

There are some features that should be added - i.e. the total rows in the saved reports (horizontal totals by tag). The site itself can have bugs that are easily troubleshooted but take time to fix. Some examples are, transactions not loading, clearing cache, not being able to see a report immediately, ability to export reports instead of copy/paste.

Antwort von Trovata

letzten Monat

Hi Alyson, Thank you for taking the time to review Trovata on Capterra! We appreciate the feedback and will provide your insights to our product team to ensure you have a seamless user experience. If you have any questions or concerns, feel free to reach out to the Trovata team via email: cs@trovata.io Thank you!

Daniel
Treasury Manager in USA
Finanzdienstleistungen, 501-1.000 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung

Suitable solution for Treasury management

3,0 vor 2 Monaten

Vorteile:

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

Nachteile:

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)

Antwort von Trovata

vor 2 Monaten

Hi Daniel, Thank you for taking the time to review Trovata on Capterra! We appreciate the feedback and will provide your insights to our product team to ensure you have a seamless user experience. If you have any questions or concerns, feel free to reach out to the Trovata team via email: cs@trovata.io Thank you!

Ryan
International Treasury Manager in USA
Finanzdienstleistungen, 51-200 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung

In Betracht gezogene Alternativen:

Doing awesome things right now and preparing for the future

5,0 vor 2 Monaten

Vorteile:

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.

Nachteile:

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

Antwort von Trovata

letzten Monat

Hi Ryan, Thank you for taking the time to review Trovata on Capterra! We appreciate the feedback and will provide your insights to our product team to ensure you have a seamless user experience. If you have any questions or concerns, feel free to reach out to the Trovata team via email: cs@trovata.io Thank you!