Trovata

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

Kelly Walsh

Resources that will help kickstart your Trovata experience! 

Getting Started with Trovata

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Create your workspace and invite the people you work with.

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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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