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Getting Started with Trovata

Resources that will help kickstart your Trovata experience!

Trovata AI

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Dashboard

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Entities

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Balances

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Groups

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Cash Positioning

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Transactions

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Tags

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G/L Tags

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Analysis

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Insights

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Transactions Explorer

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Reports

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Reconciliation

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Forecasts

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Workbooks

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Payments

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Investments

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Settings

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Developer Portal

Find answers to FAQs derived from the Developer Portal page