Trovata
Cash management and forecasting platform that aggregates multi-bank balances and transactions.
- Category
- Finance & ERP
- Type
- Treasury
- Interface
- REST API
- Built with
- Connect Any API
- Credentials
- OAuth 2.0
- Docs
- Trovata API docs
02Data
What you can sync.
- Balances
- Transactions
- Forecasts
- Accounts
- Tags
Join Trovata balances with sales and operations data, and let an AI Mind explain the variance.
Need more? Name any other Trovata data the API returns, and the AI adds it to the connector.
03Credentials
Credentials you will need.
- OAuth 2.0 (client ID, client secret, refresh token)
Trovata uses OAuth 2.0 (client ID, client secret, refresh token). You add the credentials once, when the AI asks for them, and it tells you where to create them in Trovata if you need help.
04How it works
How it works in DataMind.
-
Pick Trovata.
Open Lake, pick Trovata in the source picker and name the connection. Connect Any API opens with a ready prompt that points the AI at the Trovata API docs.
-
Answer a few questions.
The AI reads the Trovata documentation, then asks which credentials you will use, which data to sync (for example balances and transactions), whether you want a one-time load or a recurring sync, and which accounts or filters apply.
-
Your data lands in Lake.
It builds the connector, tests it and shows you sample rows. Then Trovata data loads into your Lake on your schedule, ready for the Warehouse, DataPrism BI and AI Minds.
