Trovata

David Taylor

Kelly Walsh

Nicki Matchett

Resources that will help kickstart your Trovata experience! 

Getting Started with Trovata

James Stigler

Home Page

Find answers to FAQs derived from the Dashboard page

Dashboard

Joseph Drambarean

Find answers to FAQs derived from the Trovata AI page

Trovata AI

Find answers to FAQs derived from the Entities page

Entities

Find answers to FAQs derived from the Balances page

Balances

Effortlessly create comprehensive statements for one or more accounts, all in one place. 

Statements

Find answers to FAQs derived from the Cash Positioning page

Cash Positioning

Find answers to FAQs derived from the Transactions page

Transactions

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G/L Tags

Find answers to FAQs derived from the Analysis & Reports page

Analysis & Reports

Find answers to FAQs derived from the Insights page

Insights

Find answers to FAQs derived from the Transactions Explorer page

Transactions Explorer

Find answers to FAQs derived from the Reconciliation page

Reconciliation

Chris Brown

Find answers to FAQs derived from the Forecasts page

Forecasts

Find answers to FAQs derived from the Workbooks page

Workbooks

Find answers to FAQs derived from the Payments page

Payments

Find answers to FAQs derived from the Investments page

Investments

Georgia Mitzimberg

Find answers to FAQs derived from the Developer Portal page

Developer Portal

Stella Newton

Notifications

Find answers to FAQs derived from the Settings page

Settings

Customer Newsletters

Release Notes

Find answers and get help from Intercom Support and Community Experts

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