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Average Ratings 0 Ratings

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ease
features
design
support

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Description

Codat helps their clients build deeper connections with business customers. We offer products that make it easy to access, synchronize and interpret data from customers’ financial software for specific use cases, such as onboarding suppliers to commercial card programs and underwriting business loans. The depth of specialization and expertise that runs through our products and service enables our clients to more effectively grow share of wallet, reduce churn and scale operations.

Description

Trovata offers modern treasury software that allows users to onboard in just minutes without any need for IT support or lengthy implementation processes. Utilizing open banking and ERP integrations, Trovata automates the aggregation, normalization, and analysis of financial data, enabling real-time reporting on cash positions and trends. With pre-integrations for most banks, users can connect swiftly and maintain constant updates without the hassle of downloading .CSV files from banking websites. As an open banking platform, Trovata empowers businesses to instantly assess their cash levels, forecast efficiently, and manage cash flow with accuracy. Traditionally, 75% of the effort involved in cash analysis consists of manually compiling data and updating Excel models, which can be time-consuming and error-prone. By adopting Trovata.io, companies can eliminate these tedious manual workflows and significantly improve their financial management processes. This innovative approach not only streamlines operations but also enhances overall decision-making by providing a clearer picture of cash availability.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

NetSuite
QuickBooks Online
QuickBooks Online Advanced
Sage Intacct
BigCommerce
Blotout
Clover
FreeAgent
FreshBooks
Kashoo
Kennek
MYOB AccountRight
Microsoft Dynamics 365
Sage Business Cloud Accounting
Shopify
Square Card Reader
StarfishETL
SumUp
TrueLayer
Wave Accounting

Integrations

NetSuite
QuickBooks Online
QuickBooks Online Advanced
Sage Intacct
BigCommerce
Blotout
Clover
FreeAgent
FreshBooks
Kashoo
Kennek
MYOB AccountRight
Microsoft Dynamics 365
Sage Business Cloud Accounting
Shopify
Square Card Reader
StarfishETL
SumUp
TrueLayer
Wave Accounting

Pricing Details

Free Trial
Free Trial
Free Version

Pricing Details

$500 per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Codat

Founded

2017

Country

United Kindom

Website

www.codat.io/

Vendor Details

Company Name

Trovata

Founded

2016

Country

United States

Website

www.trovata.io

Product Features

Treasury

Cash Management
Debt Management
For Government
For Hedge Funds
Forecasting
Liquidity Management
Payment Management
Risk Management

Alternatives

Alternatives