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Average Ratings 0 Ratings

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features
design
support

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Write a Review

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 Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

NetSuite Yes 
QuickBooks Online Yes 
QuickBooks Online Advanced Yes 
Sage Intacct Yes 
Axis LMS Yes 
Basiq Yes 
BigCommerce Yes 
Clear Books Yes 
FreeAgent Yes 
Kashoo Yes 
MYOB Yes 
Pandle Yes 
PayPal Yes 
PrestaShop Yes 
Speakeasy Yes 
Stripe Yes 
SumUp Yes 
TrueLayer Yes 
Wave Yes 
Wave Accounting Yes 

Integrations

NetSuite Yes 
QuickBooks Online Yes 
QuickBooks Online Advanced Yes 
Sage Intacct Yes 
Axis LMS No 
Basiq No 
BigCommerce No 
Clear Books No 
FreeAgent No 
Kashoo No 
MYOB No 
Pandle No 
PayPal No 
PrestaShop No 
Speakeasy No 
Stripe No 
SumUp No 
TrueLayer No 
Wave No 
Wave Accounting No 

Pricing Details

Free Trial
Try and test Codat for free. Speak to our team to upgrade your free account to launch your product.
Free Trial Yes 
Free Version No 

Pricing Details

$500 per month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
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 Yes 
Live Rep (24/7) No 
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) Yes 
In Person No 

Types of Training

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

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

Alternatives

Alternatives