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Trovata Office Hours

Up-to-date list of all upcoming Office Hours, including session topics, dates, times, and CSM hosts, so you can quickly find and register for the slot that best fits your needs.

Written by David Taylor

Welcome to Trovata Office Hours, live sessions hosted by our Customer Success team to help you get the most value from the Trovata platform. Whether you’re looking to optimize cash visibility, improve forecasting, or troubleshoot workflows, these sessions provide direct access to Trovata experts in a collaborative, drop-in format.


Upcoming Office Hours Schedule

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👉 Browse the upcoming office hours sessions below and register for any that fit your schedule.


🤖 Trovata AI 2.0

Experience all three layers of Trovata AI 2.0 — Insights, Chat, and Agents — and build a live agent you can take back to your team the same day.

Various Times | See Below

Date

Time

Host

Registration

July 7

2:00 PM CST

David T.

July 10

1:00 PM CST

Nicki M.

July 14

1:30 PM CST

Stella N.

July 16

3:00 PM CST

Aubin W.


🗓 Trovata Foundations

An introductory walkthrough of core modules in Trovata, covering user access, account structures (balances, groups, and entities), transactions, and tagging to help teams navigate and organize their data.

Every Other Tuesday | 10:00–11:00 AM PST / 1:00-2:00 PM EST

Date

Host

Registration

July 7

Aubin W.


🗓 Operationalize Your Trove

A hands-on session building on Trovata Foundations, covering balance & transaction reporting, statement creation, daily cash positioning, and dashboards, so teams can analyze, automate, and act on treasury data with confidence.

Every Other Thursday | 10:00–11:00 AM PST / 1:00-2:00 PM EST

Date

Host

Registration

July 9

Nicki M.


FAQs

Do I need to register?

  • Yes, please use the registration links above to secure your spot in the session(s)!

Can I attend more than one session?

  • Of course!

Will sessions be recorded?

  • Sessions will be recorded and can be requested afterwards by attendees.

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