Trovata Pricing
Our flexible, transparent pricing is designed to scale with your business, ensuring you get the best value at every stage of growth.
Base Package
Our base package pricing goes way beyond the basics. Enjoy robust features, integrations, and support.
1 Bank
Access best-in-class bank connectivity, managed by our experts.
100 Accounts
Connect up to 100 accounts to seamlessly view your bank data in one place.
1,000,000 Transactions
Store up to 1 million transactions with processing speeds in milliseconds.
10 Users
Assign roles (Admin, User, Reader) and custom user groups for control.
Need more users, bank connections, accounts, or transaction capacity? No problem.
Balances
Explore current and historical data. See aggregated balances per entity, division, region, currency, and other custom groupings.
Transactions
Search multibank transactions across 20 properties including BAI code, bank name, description, and more.
Transaction Tags
Automatically organize transactions with custom, rule-based tags for easy reporting and forecasting.
Analysis
Drill down into bank data with a BI-like tool for cash flow charting and trend analysis.
Reports
Build direct method cash flow statements, vendor/partner analysis, subsidiary cash flow reporting, and more.
Forecasts
Leverage machine-learning based forecast models that learn from historical bank data.
Cash Positioning
Quickly identify which accounts will have excess or deficits for investing or borrowing decisions.
Reconciliation
Match transactions and balances effortlessly to ensure your accounts are accurate and up-to-date, reducing manual errors and saving time.
Payments
Simplify your payment processes with Real-time Payments (RTP), ACH, and wire transfers powered by our library of APIs.
Trovata AI
Harness the power of artificial intelligence to unlock cash insights using natural language.
Entity Management
Consolidate financial data across subsidiaries with custom metadata and relationships.
Workbooks
Export custom data spreadsheets with robust scheduled delivery options.
Developer Portal
Retrieve normalized multibank data via consolidated APIs, making it easy to push to other business systems.
Investments
Determine liquidity needs, then seamlessly invest excess cash - all in a few clicks.
Standard Support
Get 3-5 hours of live training as well as unlimited in-app tech support.
NetSuite, SuiteApp
Push normalized multibank transaction data into Netsuite.
FloQast
Automate bank transaction feeds for accounting reconciliation.
Add-Ons
Trovata grows with your business. Scale your experience with ERP integrations, professional services, and more.
- ERP / Other Systems:
- NetSuite, AP-AR (Custom integration for invoices to flow into Trovata)
- SAP S/4 Hana
- Blackline
- Professional Services
- Additional 1:1 trainings
- Dedicated Slack channel
- Custom configuration
“We had balances and transactions in PowerBI and some of it tagged for actuals. But we needed a dedicated system to build a solid, sustainable solution to achieve real-time treasury.”
“Our treasury technology capabilities have completely transformed for the better. We have more time to focus on driving strategy and unlocking growth opportunities.”
“We were able to connect with the banks via Trovata, and we didn’t need IT, which was huge for us! Their consistent support made the entire process seamless.”
Frequently Asked Questions (FAQ)
Have a question that is not answered below? Send us your questions here.
Trovata’s bank onboarding team provides a white-glove service to establish bank connectivity
with your banking partners. This process typically takes a few weeks. Outside of administrative approval, nothing else is needed from the client.. Our API-first, cloud-native platform allows for a fast, scalable solution without the need for extensive IT resources.
The exact duration of implementation can vary based on the complexity of your requirements and whether there are any custom configurations needed.
Trovata utilizes a range of bank connectivity methods, including API-based connections where
possible, to ensure the most comprehensive connectivity on the market.
The specific methods of connectivity are listed below (ordered by preference):
- API – Our preferred mode of connection, Trovata utilizes APIs wherever possible. These are common across large, global banks.
- sFTP – Ingest a file such as a BAI2 or MT940 via a host-to-host connection via sFTP.
- SWIFT – Utilize the SWIFT network where more effective or efficient than sFTP.
- Plaid – Utilized for banks that cannot connect via one of the routes above.
Manual accounts can be added to track balances and transactions for banks that do not provide any methods of connectivity.
Yes. Much like manual accounts, debt balances and related transactions can be reported for visibility purposes.
Yes. Trovata has native integrations with systems including NetSuite, Sage Intacct, Oracle Fusion, SAP, and FloQast.
Where a native integration does not exist, clients can utilize Trovata’s API through the Developer Portal to connect to other systems or databases.
No, there is no limit to the number of users. The base package includes 10 users to start and you can pay to add more to your account.
No, there are no limits on the number of bank connections or transactions. To get started, you’ll get 1 bank connection and storage for up to 1 million transactions. You can contact our team for more information on how to scale connections and storage.
If you decide to cancel your subscription, all client data is securely deleted. You also have the option to obtain a copy of your data from Trovata before the deletion process is completed.
Yes, we offer attractive discounts for multi-year contracts. Committing to a longer-term plan can provide significant savings and additional benefits.
Learn More
Not sure where to start? Book a demo to get a product walkthrough of Trovata with one of our experts.