Trovata

trovata.io · San Diego, United States of America

Trovata is a fintech company that provides an automated cash management and forecasting platform for corporate finance and treasury teams. Its SaaS platform connects to banks via APIs and open banking to aggregate multi-bank data, provide real-time cash visibility, automate reporting, and support scenario-based cash forecasting. Trovata generates revenue through subscription fees for its cloud-based software and related services to mid-market and enterprise customers.

  • Treasury Management
  • Business Intelligence & Dashboards
  • Data Integration & ETL
Revenue
$18.0M
Employees
140
Founded
2016
Headquarters
San Diego, United States of America

What 25 Arbolus experts think of Trovata

NPS skew positive, with several scores of 8–10 and only a few outliers at 5–6. Renewal intent is generally favorable among high spenders and long-tenure users, but many influencers report being 'not sure' on renewal. Implementation stage ranges from Pilot to MoreThan1Year, showing that stickiness increases post-implementation. Key themes include cash visibility, automation of workflows, integration ease, and bank connectivity. Concerns are linked to onboarding complexity and integration coverage.Overall Customer Sentiment: Positive

Who reviewed Trovata

Total customers 25 25 current · 0 former
Reviews growth +21 in six months
Seniority of respondents
  • C-Suite 88% (22)
  • Director 4% (1)
  • Manager 8% (2)
Finance Manager Manager NPS 9
Executive C-Suite NPS 7 Undecided
Operations Manager C-Suite NPS 8

Employer names and spend open in the full report, along with the other 22 customers.

Everything 25 customers told us about Trovata.

Employer names, spend, renewal intent and every written answer behind the numbers on this page.

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Sentiment

12 Net Promoter Score, from 25 scored reviews
  • Promoters 8
  • Passives 12
  • Detractors 5

Cumulative NPS by month

+0 over 6 months
  • Mar 8
  • Apr 8
  • May 8
  • Jul 8
  • Aug 8
  • Oct 8

Net Promoter Score across 1 reviews, accumulated up to each month. Category median 12 across 1 companies.

Praised

  • Fit for growing complex needs
  • Reduction in manual processes
  • Reliable cash visibility and automation
  • AI-driven forecasting and automation

Criticised

  • Dependency on integration coverage
  • Manual configuration for workflows
  • Onboarding and additional system management
  • Incomplete coverage risks

What customers say

Fit for growing complex needs
“It's held up well as our needs have grown, reliably supporting real-time cash visibility and data aggregation across accounts as our requirements have scaled.”
Reduction in manual processes
“Trovata's automation helps us spend less time collecting and reconciling information manually from different banking systems and spreadsheets.”
Reliable cash visibility and automation
“I would recommend Trovata to finance and treasury teams that need strong cash visibility and automation, as it provides centralized access to financial activity and forecasting.”

Renewal intent

Plan to renew 36%
  • Will renew 4
  • Undecided 7
  • Not renewing 0

Plan to renew, by seniority

  • C-Suite 36% 11 answers
  • 8.8/10 Average score from customers who will renew
  • 6.9/10 Average score from undecided customers

Report

For people who use Trovata

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