Easily connect your bank. No IT needed.

Cash command center.
Made for startups.

API-first platform to monitor and forecast cash in real-time. Better insights, better business decisions.

Running a startup is hard.
Trovata makes managing cash easy.

First, we solved cash visibility for Fortune 100 companies. Now, we’re bringing that same tech to startups – for free.

For Finance Professionals

  • Gain visibility across your banks and accounts
  • Automate reporting & build forecasting models
  • Initiate and track ACH, RTP, and wire payments
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For C-Suite

  • Monitor real-time bank data in a one dashboard
  • Manage approvals and receive alerts on the web and mobile
  • Access actionable insights and forecasts on-the-go with Trovata’s mobile app

For Accountants

  • Save time with Google-like transaction search
  • Accelerate your month-end close process with automated general ledger tagging
  • Export cash transactions directly into an uploadable file for your ERP
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For Those
On-The-Go

  • Set alerts for account balance changes
  • Stay connected with your cash on-the-go
  • Approve payments faster

Trovata is best experienced via desktop or our mobile app.

What you get for free:

check Single Bank Connection
check Transaction Tagging
check Balances
check Analysis
check Educational Resources
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1. Sign up

Create your login here in seconds.

2. Select a plan

After creating a login and entering your personal information, select the “Business” plan.

3. Connect a bank

Proceed with your free bank connection by finding your desired bank in the list and submitting your online portal credentials.

4. Start exploring

After completing the bank connection, your balance and transaction activity will enter Trovata within 15 minutes.

Pre-vetted.
Invested in by banks you trust.

JPMChaseCo
Wells Fargo 2
Capital One Ventures
NAB
$100 billion+
managed daily.

Trovata is the cash management solution trusted by brands you love. Our platform is built for scale and serves companies of all sizes – from startups to industry leaders.

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Etsy
Fanatics
Sonos
Bosch
Flexport
Clase Azul
Better
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Fastly
RingCentral
Eventbrite
Krispy Kreme
Temple Health
Le Creuset
Draft Kings

Sign up today&
connect your first
bank—free.

Explore Trovata for yourself with a free bank connection and access to balances, transactions, transaction tags, analysis, and a host of online training resources.

Secure cloud-based platform

Trovata is SOC-1 Type 2 and SOC-2 Type 2 certified.

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