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features
design
support

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Write a Review

Description

Finicity's open platform for banking makes it easy to connect your customers' financial information to your app or service. Finicity's open platform banking platform is being used worldwide by some of the most innovative and large organizations to provide better financial experiences for their customers. Your experience is dependent on data quality. Our data has been battle tested in the most demanding markets. You can easily code to endpoints and test data, and connect to Finicity’s open banking platform to access the best API coverage for banks, credit unions and payroll providers. Access to the data you need to power products is easy with our suite of APIs.

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 Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

BeSmartee Yes 
Blend Yes 
DATABASICS Time & Expense Yes 
Dwolla Yes 
Gravity Software Yes 
LoanPro Yes 
Meld Yes 
MeridianLink Opening Yes 
Monarch Money Yes 
NetSuite No 
OpenTransact Yes 
QuickBooks Online No 
QuickBooks Online Advanced No 
Sage Intacct No 
Sila Yes 
SimpleNexus Mortgage Platform Yes 
Volly Yes 
WhenThen Yes 

Integrations

BeSmartee No 
Blend No 
DATABASICS Time & Expense No 
Dwolla No 
Gravity Software No 
LoanPro No 
Meld No 
MeridianLink Opening No 
Monarch Money No 
NetSuite Yes 
OpenTransact No 
QuickBooks Online Yes 
QuickBooks Online Advanced Yes 
Sage Intacct Yes 
Sila No 
SimpleNexus Mortgage Platform No 
Volly No 
WhenThen No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$500 per month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux Yes 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Mastercard

Country

United States

Website

www.finicity.com

Vendor Details

Company Name

Trovata

Founded

2016

Country

United States

Website

www.trovata.io

Product Features

Application Development

Access Controls/Permissions No 
Code Assistance No 
Code Refactoring No 
Collaboration Tools No 
Compatibility Testing No 
Data Modeling No 
Debugging No 
Deployment Management No 
Graphical User Interface No 
Mobile Development No 
No-Code No 
Reporting/Analytics No 
Software Development No 
Source Control Yes 
Testing Management No 
Version Control No 
Web App Development No 

Banking

ATM Management No 
Compliance Tracking No 
Corporate Banking No 
Credit Card Management Yes 
Credit Union No 
Investment Banking Yes 
Multi-Branch Yes 
Online Banking Yes 
Private Banking No 
Retail Banking No 
Risk Management No 
Securities Management No 
Transaction Monitoring Yes 

Product Features

Treasury

Cash Management Yes 
Debt Management No 
For Government No 
For Hedge Funds No 
Forecasting Yes 
Liquidity Management Yes 
Payment Management No 
Risk Management No 

Alternatives

Alternatives