Trovata

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.

Trovata Office Hours

For clients who are connecting to Trovata via Bank of America CashPro API

Connection Guide: Bank of America

How to use Grid Mode, Workbooks and Developer API to export data to other systems

Data Export Guide

Frequently used terms in the Trovata universe!

Trovata Glossary

Learn how to format and structure CSV files for uploading bulk manual transactions into your Trovata instance

Bulk Data Import Guide

If a transaction or balance in Trovata doesn't match what you see at your bank, this article walks through the most common scenarios, what to look for, and what to…

Troubleshooting Missing, Duplicate, or Incorrect Data

David Taylor

Nicki Matchett

Kelly Walsh

Resources that will help kickstart your Trovata experience! 

Getting Started with Trovata

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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