Product Overview
Getting Started with Trovata's Free Plan
Trovata empowers finance and treasury professionals to analyze, forecast, transact — manage cash like a pro — no matter who your business banks with. With a free version of Trovata, you can access Balances, Transactions, Tags, and Analytics features, plus support. Read this overview to understand how to sign up, connect your bank, and get started with these features. This version of Trovata’s free plan is available for companies that earn up to $100 million/year.
Product Overview
Trovata's Free Plan for Business (<$100M)
Download Freemium Overview

Download the overview to learn how your team can:
- Eliminate manual data aggregation and analysis by putting your bank data to work with a single source of truth, empowering you to manage cash like a pro.
- Sign up for Trovata and connect your first bank account in four simple steps.
- Get started with the balances page, manage transactions and tagging, and utilize the analysis tool to unlock better cash insights.