Overview
Our Statements builder allows users to seamlessly compile their bank data in Trovata across any time period, capturing everything from opening balances and transaction activity to ending balances. Users can easily export this data in a simplified format to CSV or Excel for quick access and sharing
Why is this important?
Simplify End-Of-Month Processes - Statements play a vital role in month-end reporting. By storing and organizing statements here, accounting teams can quickly access the data needed to complete their bank reconciliation in the ERP and close the books accurately. This ensures their ERP reflects actual bank activity for each reporting period.
Ensure Data integrity - Statements give you peace of mind. This feature confirms that all expected data from automated feeds has been received daily, providing a foundation for accurate use of other features in Trovata’s web application.
Key Features
Statements landing page:
Quickly view updates to your favorite statements at a glance.
Easy access to a library of all automated statements.
Focused view of the Statements summary snack
Overview of bank data broken down by its key components
