Opiniones de Trovata

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Calificación media

  • En general
    5 /5
  • Facilidad de uso
    5 /5
  • Atención al cliente
    5 /5

Sobre Trovata

Trovata, the only modern, big data platform in finance/treasury that is built to automate cash flow management and forecasting.

Descubre más sobre Trovata

Mostrando 3 opiniones

Jonathan W.
Sr. Treasury Analyst
Hospital y atención sanitaria, 201-500 empleados
Ha utilizado el software durante: 1-5 meses
  • Calificación global
    5 /5
  • Facilidad de uso
    5 /5
  • Características y funcionalidades
    4 /5
  • Asistencia técnica
    5 /5
  • Relación calidad-precio
    5 /5
  • Probabilidad de recomendación
    10/10
  • Fuente de la reseña 
  • Publicado el 21/7/2020

"Good Treasury Product"

Comentarios: Great experience working with Trovata. They've been very supportive and always available for a quick call or demo on how to do something. Also, continue to update their product so it continues to be beneficial.

Puntos a favor: Forecast tool. Trovata connects to your bank account(s) and examines the past year of transactions. Then, by tagging certain transactions/vendors/amounts (almost any identifier) you can build full cash forecast, partial account forecast, individual vendor forecasts, or anything else you might want. It continues to learn as more and more activity occurs.

Contras: The learning of Tags and their integration to forecast is a little clunky at first, and not completely intuitive, but after a learning session and some time spent on your own testing and trying different things it gets pretty easy. It worth the slight learning curve, as you understand the forecast more when adding each tag, since you spent so much time building the tag to be as accurate as possible.

  • Fuente de la reseña 
  • Publicado el 21/7/2020
Brent T.
SVP, Finance
Propiedad inmobiliaria, 51-200 empleados
Ha utilizado el software durante: Más de un año
  • Calificación global
    5 /5
  • Facilidad de uso
    5 /5
  • Características y funcionalidades
    5 /5
  • Asistencia técnica
    5 /5
  • Relación calidad-precio
    5 /5
  • Probabilidad de recomendación
    10/10
  • Fuente de la reseña 
  • Publicado el 25/9/2020

"Excellent tool for cash reporting and forecasting"

Comentarios: Excellent customer service and onboarding. The team has great business insights and has been a great thought partner rather than just an implementation partner.

Puntos a favor: Trovata has greatly simplified our cash position reporting by eliminating the need to log into multiple banking portals. We have additionally gained tremendous insights into our cash flow and have enhanced our cash flow forecast capabilities. Features like "tags" provide great efficiencies in our day to day operations.

Contras: There aren't really any cons. The ability to initiate and approve bank/wire transfers in Trovata, however, would be an ideal future development.

  • Fuente de la reseña 
  • Publicado el 25/9/2020
Aurelia S.
CFO
Organización de eventos, 201-500 empleados
Ha utilizado el software durante: Más de un año
  • Calificación global
    5 /5
  • Facilidad de uso
    5 /5
  • Características y funcionalidades
    5 /5
  • Asistencia técnica
    5 /5
  • Relación calidad-precio
    5 /5
  • Probabilidad de recomendación
    10/10
  • Fuente de la reseña 
  • Publicado el 27/8/2020

"Powerful Automated Cash Management System"

Comentarios: Overall experience with Trovata software and Trovata team has been exceptional. Trovata tool is used for cash reconciliation, cash analysis and cash forecasting.
Trovata mobile app helps our [SENSITIVE CONTENT HIDDEN] know our cash position at any time, anywhere, at a click of a button!

Puntos a favor: Trovata gives you the ability to instantly know how much cash you have across multiple bank accounts which you can then group by entities or by any other customized group. You can streamline the reconciliation process by creating "tags" which can be used to reconcile, build reports, automate the process of cash forecasting, or simply build powerful dashboards in an instant, just using the tags. Cash Analysis is my favorite feature as it allows you to view weekly, monthly or quarterly trends at a click of a button, and further drill down into transactions right from the graph. You can build a cash forecast in a few minutes and Trovata uses machine learning to show future trends based on historical data, but easy enough to change if needed. You have the ability to bring in information into the forecast from your ERP or use excel to populate the forecast. If you have multiple bank accounts and multiple entities in Trovata, you can consolidate the forecast with a click of a button. You can build quick reports and set them up so they automatically get emailed to various recipients in your organization.
Trovata also has a mobile app which makes it easy to view your cash position at any time from your phone.

Contras: I do not think you can have multiple user roles within Trovata, but I would like to be able to give different permission rights to users of the product.

  • Fuente de la reseña 
  • Publicado el 27/8/2020