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Adding New Accounts to Trovata
Adding New Accounts to Trovata

Learn how to add new accounts to Trovata, and ensure the accounts are appropriately setup for success.

Nicki Matchett avatar
Written by Nicki Matchett
Updated today

For any existing API bank connections where you are adding new account(s), please:

  1. Reach out to your bank to ensure the account(s) are entitled to the existing Trovata API setup.

  2. Open a ticket with the Trovata Chat to "Request Accounts to be added to Trovata"

    1. Please include the full account numbers

For any existing SFTP (BAI, MT940) or SWIFT (MT94X, MT535) bank connections where you are adding new account(s), please:

  1. Reach out to your bank to ensure the account(s) are added to the existing file with Trovata.

  2. Open a ticket with the Trovata Chat to "Request Accounts to be added to Trovata"

    1. Please include the full account numbers

Once the account(s) are live in Trovata, follow the below checklist:

  • Associate the account(s) with the appropriate entity in the Entity Module

  • Ensure the account(s) are included in any necessary Tags, Reports, Cash Positions, Workbooks, Statements, Reconciliations, and/or Forecasts

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