Trovata Help Center

Getting Started with Trovata

Resources that will help kickstart your Trovata experience!

Trovata AI

Find answers to FAQs derived from the Trovata AI page

Dashboard

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Entities

Find answers to FAQs derived from the Entities page

Balances

Find answers to FAQs derived from the Balances page

Groups

Find answers to FAQs derived from the Groups page

Cash Positioning

Find answers to FAQs derived from the Cash Positioning page

Transactions

Find answers to FAQs derived from the Transactions page

Tags

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G/L Tags

Find answers to FAQs derived from the G/L Tags page

Analysis

Find answers to FAQs derived from the Analysis page

Insights

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Transactions Explorer

Find answers to FAQs derived from the Transactions Explorer page

Reports

Find answers to FAQs derived from the Reports page

Reconciliation

Find answers to FAQs derived from the Reconciliation page

Forecasts

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Workbooks

Find answers to FAQs derived from the Workbooks page

Payments

Find answers to FAQs derived from the Payments page

Investments

Find answers to FAQs derived from the Investments page

Settings

Find answers to FAQs derived from the Settings page

Developer Portal

Find answers to FAQs derived from the Developer Portal page