Trovata

Ask questions about your treasury data in your own words and get real-time results as clear text, interactive charts, and exportable tables.

Trovata AI Chat & Insights Guide

Automate treasury, finance, and accounting workflows with scheduled agents that analyze your data, surface insights, and deliver results to your team on any specified timeline.

Trovata AI Agents Guide

Limited-time trial of Trovata's new AI 2.0 features

Trovata AI 2.0 — Customer Trial

Joseph Drambarean

David Taylor

James Stigler

Find answers to FAQs derived from the Trovata AI page

Trovata AI

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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.

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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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