Trovata AI is the world’s first fully private and secure generative AI chat assistant built specifically for corporate treasury, finance, and accounting teams. It allows users to ask natural-language questions directly about their own bank data, without that data ever leaving their private Trovata instance. Powered by large language model capabilities to interpret intent, Trovata AI combines the flexibility of conversational AI with the accuracy, transparency, and security of Trovata’s analytics platform. The result is fast, trustworthy insights into cash flow, balances, forecasting, and transaction details, delivered with full visibility into the underlying data and calculations.

Trovata AI Chat is powered by Claude Sonnet 4.6 (Anthropic) on AWS Bedrock AgentCore. When you type a question, the AI interprets what you're asking, then uses dedicated tools to pull live data from your Trovata workspace. Every number you see comes from an actual API call to your accounts. The AI doesn't generate or guess figures.

This is the most important thing to know: Trovata AI Chat is built so your financial data stays protected at every step.

The entire system runs on AWS Bedrock AgentCore, a secure, isolated environment purpose-built for enterprise AI. When you ask a question, the AI retrieves your data through Trovata's own verified API layer, analyses it, and presents the answer, all within that secure infrastructure. Here's what that means for you:

In short: You get the analytical power of a state-of-the-art AI model with enterprise-grade data isolation and security. Your financial data is processed securely, never used for training, and never accessible to anyone but you.

To use Trovata AI Chat, two things need to be in place:

You'll find Trovata AI in the left sidebar navigation (or go directly to /trovata-ai). Log in with your standard Trovata credentials. No separate account needed.

If you can't see Trovata AI in your sidebar, contact your organization's Trovata administrator and/or Trovata support (via chat or email at support@trovata.io) to verify that the feature is enabled and your role has the right permissions.

When you open Trovata AI Chat for the first time, you'll see a landing screen with three columns:

Type a question in the input field (the placeholder reads "Ask Trovata AI about your bank data...") and press Enter, or tap one of the example cards to jump right in.

Trovata AI Chat works with the data in your workspace. Here's what it covers:

Tip: You can ask the AI strategic questions too, like whether your cash position supports an acquisition, or how to think about hedging FX exposure. It's tuned to reason from a corporate treasury perspective.

The fastest way to learn what Trovata AI Chat can do is to try it. Here are some prompts/questions to get you going:

Tip: Every answer is a starting point. Ask follow-ups like "Can you make that a bar graph instead?" or "Dig deeper into March." The AI remembers your conversation within the individual session.

Small changes to how you phrase a question can make a big difference in the result.

Be specific about time. "Last 30 days" or "Q1 2026" gives the AI a clear window to query. "Recently" leaves too much room for interpretation.

Name your accounts. "Chase operating account" gives the AI something to search for. "My main account" doesn't.

Say how you want to see it. Adding "and plot it" or "in a table" helps the AI format the response the way you need it.

Mention currency when it matters. "In EUR" or "converted to USD" makes sure you get the right numbers in the right denomination.

Use follow-ups. The AI maintains context within your session, so you can build on previous answers without re-explaining. Just keep the conversation going.

AI responses can include three types of rich output. You'll see tabs below the response text to switch between them.

Interactive, paginated data tables with 10 rows per page. Currency values are automatically formatted. You can export any table to CSV or XLSX using the buttons above the table.

Line graphs for trends over time (balance history, cash flow patterns) and bar graphs for comparisons (transaction breakdowns, category splits). Charts include interactive tooltips when you hover, and can be exported as PDF, PNG, or JPEG.

The underlying data query, displayed in a formatted code block. This shows you exactly what data the AI retrieved and from where. Helpful for verifying results or understanding the AI's approach.

Tip: You can switch between a chart view and a table view to inspect the same data in different ways. If you ever want to double-check a number in a chart, toggle to the table for exact values.

Beyond the main chat, Trovata AI Chat includes five specialized insight agents on the Home page for focused analysis on common treasury concerns:

These agents provide domain-specific analysis without you needing to know the exact right question to ask. Use the back arrow in the header to navigate between an insight agent and the main Insights Dashboard.

Note: The main Trovata AI Chat and each insight agent operate as separate sessions with their own conversation context.

Every AI response includes thumbs-up and thumbs-down buttons.

Your feedback is tied to the specific response and is never shared with other users. Patterns in feedback help identify where we can improve the tool.

We covered the essentials above in the How Trovata AI Chat Works section, but here's the complete picture for security-minded teams.

Where does processing happen? Everything runs on AWS Bedrock AgentCore, a secure, isolated AI environment built for enterprise workloads. Your data is processed within this infrastructure and never leaves it.

What retrieves your data? Trovata's own verified API layer, the same infrastructure that powers every other feature in the platform. The AI coordinates the analysis; Trovata's tools handle the data retrieval.

Does Anthropic have access to my data? No. Claude Sonnet 4.6 powers the AI, but Anthropic as a company has zero access to anything processed in your sessions. That's a core guarantee of the AWS Bedrock architecture.

Is my data used to train the AI? Never. AWS Bedrock ensures complete isolation between your sessions and model training. Your inputs and outputs are not retained, logged, or used to improve the model.

Is anything stored after my session? No. Your financial data isn't persisted, cached, or logged outside your Trovata instance.

Who can see my conversations? Only you. Chat sessions are private to your user account. No one else in your organization has visibility into your history.

What happens when something fails? The AI tells you. If a query returns no results or a tool call doesn't work, you'll get a clear explanation.

Bottom line: Trovata AI Chat gives you conversational access to powerful treasury analysis with enterprise-grade data isolation. Your data is processed securely, never used for training, and never accessible to anyone but you.

Is Trovata AI the same as ChatGPT? No. Trovata AI Chat is powered by Claude Sonnet 4.6 from Anthropic, running on AWS Bedrock AgentCore. The architecture is fundamentally different. The AI uses dedicated tools to retrieve real data from your workspace through live API calls, rather than translating your question into a query language. The result is more accurate, more transparent, and more verifiable.

Can Trovata AI access data outside my organisation? No. The AI only has access to data within your Trovata workspace. Your financial data stays within Trovata unless shared by you.

Can I ask non-financial questions? Trovata AI Chat is specifically tuned for treasury, finance, and accounting work. It's designed to politely decline non-treasury topics.

Where does the data in AI responses come from? Every figure comes directly from your Trovata workspace through dedicated API tools. The AI does not generate or guess numbers. When you see a balance or transaction total, it's the result of a real data retrieval call.

Can the AI hallucinate financial data? The tool-based architecture significantly reduces this risk. Numbers come from verified API calls, not the model's training data. That said, the AI's interpretation and reasoning (trend analysis, recommendations) is generated by the language model. For critical financial decisions, verify against your primary Trovata data views.

Why do I see "Searching transactions..." during a response? Those are progress indicators. They show which tools the AI is calling in real time, so you know exactly what step it's on during multi-step analysis.

What does "may produce inaccurate information" mean? The data itself comes from verified API calls and is reliable. The disclaimer refers to the AI's natural-language reasoning and interpretation, which may occasionally contain errors. The numbers are real; the narrative is the AI's best interpretation.

Why does the response appear word by word? That's streaming, and it's by design. Instead of waiting for the full response to generate, Trovata AI Chat shows the answer in real time so you can start reading immediately.

Can I export the data? Yes. Tables export to CSV or XLSX. Charts export as PDF, PNG, or JPEG. You can also copy values directly from any table.

Can I go back to earlier messages? Yes. Scroll up to see your full conversation history. The AI retains context from earlier messages, so follow-up questions work without re-explaining.

How do I switch between the main chat and insight agents? Use the back arrow in the header to return to the main Insights Dashboard. The main chat and insight agents maintain separate sessions.

The AI is taking a long time to respond. Complex questions that require multiple tool calls naturally take longer. Watch the progress messages to see which step the AI is on. If a response seems stuck, refreshing the page will reset the session.

I got an error response. This can happen when data is unavailable, a date range is invalid, or there's a temporary service issue. Try rephrasing with a different time window or more specific filters. If errors persist, contact Trovata support.

I can't see Trovata AI in my sidebar. Two things need to be in place: the Trovata AI feature must be enabled for your organisation, and your user role needs the Read Trovata AI permission. Check with your Trovata administrator.

How much does Trovata AI Chat cost? if it's included in your subscription, there are no usage limits or fees at this time.

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