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 23 | 2:30 PM CST | Nicki M. | [Register] |
July 29 | 2:15 PM CST | Aubin W. | [Register] |
August 5 | 2:00 PM CST | Stella N. | [Register] |
🗓 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 28 | Aubin W. | [Register] |
🗓 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 30 | 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.