For finance and treasury teams, time is a competitive differentiator. From monitoring cash positions to analyzing liquidity trends, the ability to access critical data quickly and efficiently can be the difference between making an informed, proactive decision and reacting too late.
That’s why we’ve enhanced the Trovata experience with the launch of our new Home Page. It’s a personalized, data-driven dashboard designed to provide instant insights from the moment you log in.
By starting the day with a snapshot of your company’s financial position, you’re primed and informed for any decisions that lie ahead. With the new Home Page, Trovata is making finance and treasury operations more intuitive, insightful, and action-oriented than ever.
A New Starting Point for Treasury and Finance
The Home Page is designed around a central question: How quickly can I get value out of Trovata?
To answer this, we’ve created a way to deliver a high-level overview of financial data, real-time cash flow trends, and seamless access to critical insights, all in a single view. It’s a smarter, more dynamic way to start your day, designed for everyone from first-time users to enterprise finance teams managing complex, multi-bank operations.
Key Features at a Glance
- Account summary – A high-level, interactive view of your cash data, updated in real time.
- Balances and transactions widgets – Instant visibility into cash flow trends and financial activity, over any customizable time period.
- Recently viewed reports – Easy access to your most-used reports and analytics tools.
- Customizable account filters – See only the accounts that matter most to you.
With these features, you can move from insight to action faster than ever. Never be in the dark about your company’s nearly up-to-the-minute financial position.
Linking Big-Picture Thinking to Detailed Data Analysis
Finance leaders know how important the big picture is, but they also understand the need to dig into the weeds of financial data to find the exact source of a problem, trend or opportunity. The Home Page is designed to facilitate this process in a seamless and powerful way.
Where the Home Page provides a high-level overview of your most important metrics, you can easily explore specific accounts or entities by clicking through directly from the page, with all the charts and data updating in real-time, based on your selections.
When you’re reviewing specific metrics on the account summary screen, such as net cash flow, inflows, and outflows, each of these metrics is clickable, linking you to more detailed views of your data.
The end result is the ability to quickly and clearly see the relationship between specific, fundamental data points and the broader trends and positions this data is creating:
Supporting Every Stage of Treasury and Finance
In any finance and treasury team, there’s a wide range of knowledge and experience within the department, and different parts of the business unit who focus on specific parts of the finance and treasury function.
From new hires up to seasoned professionals and CFOs, across the entire business, our aim with Trovata’s new Home Page is to add value to everyone, right away.
For New Users: A Simpler Onboarding Experience
Getting started with treasury software can be overwhelming. The Home Page streamlines the process, giving new users a guided starting point and an immediate understanding of their financial position. No training sessions or extensive onboarding required, just log in and go.
For Managers and Leaders: A Comprehensive Overview Linked to Powerful Insights
Decision-makers need data to help inform those decisions. The Home Page puts all the most important financial information at their fingertips, while also creating a simple workflow to dig into the data when needed.
For Enterprise Teams: A Central Hub for Decision-Making
Larger organizations managing multiple banking relationships and complex treasury functions will benefit from a centralized view of their operations. Instead of juggling separate systems, the Home Page brings together everything in one place.
Constantly Evolving, Smarter Treasury Tech
The Home Page is a feature that epitomizes our mission at Trovata, to make cash management simple and efficient for businesses of all sizes. It takes huge amounts of data that is complex, messy and scattered, and brings it together in a way that makes it fast and easy to view and analyze.
Book a demo or watch one on-demand to see how Trovata constantly evolves, adding more functionality to help you streamline your finance and treasury workflow.
