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 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 Tuesday | 10:00–11:00 AM PST / 1:00-2:00 PM EST
🗓 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 Thursday | 10:00–11:00 AM PST / 1:00-2:00 PM EST
🗓 Clear Cash Flow w/ Transactions & Tags
Learn best practices for searching, filtering, and categorizing transactions using tags to create clean, meaningful cash flow views and enhance reporting & forecasting.
Every other Wednesday | 9:30–10:00 AM PST / 12:30-1:00 PM EST
Date | Host | Registration |
Feb 18 | Zach V. | [Register] |
March 4 | Nicki M. | [Register] |
March 25 | Stella N. | [Register] |
April 8 | Zach V. | [Register] |
🗓 Cash Forecasting that Counts
Get hands-on with forecasting tools to construct, refine, and interpret cashflows using machine learning, historical data, and/or manual inputs.
Every other Thursday | 1:00–1:45 PM PST / 4:00-4:45 PM EST
Date | Host | Registration |
Feb 26 | Nicki M. | [Register] |
March 12 | Aubin D. | [Register] |
March 26 | Zach V. | [Register] |
April 9 | Stella N. | [Register] |
🗓 G/L Tagging for Journal Entry Automation
Focus on mapping transactions to your general ledger chart of accounts with G/L Tags that help automate the journal entry preparation and posting process.
Every 2nd Wednesday of the Month | 11:00–11:30 AM PST / 2:00-2:30 PM EST
🗓 Open Q&A
Drop in with any questions about the platform to get real-time answers and unlock value for you and your team.
Every other Wednesday | 1:00–1:30 PM PT / 4:00-4:30 PM EST
Date | Host | Registration |
Feb 25 | Zach V. | [Register] |
March 11 | Stella N. | [Register] |
March 25 | Aubin D. | [Register] |
April 8 | Nicki M. | [Register] |
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.