Trovata

View your connected bank account balances, all in one place

Balances Tour

Learn how to update your bank account details including Account Type, Alias, and Entity/Region/Division groupings

Learn how to quickly create a Current Cash Report on the Balances page

Understand how to customize the Dashboard Carousel at the top of the Balances page

Learn how to drill into your accounts to see specific transaction & balance details

Understand the various account display options available on the Balances page

Manual accounts can be updated with new values in a few different ways

If you have banks accounts that cannot be established through an API connection, they can be manually added to Trovata

Understanding when your account balances were last updated on the Balances page

Trovata incorporates various exchange rates to ensure that there is relative a understanding of liquidity in your base currency.

Find answers to FAQs derived from the Balances page

Find answers and get help from Intercom Support and Community Experts

Track the progress of all tickets related to your company.

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