Frequently Asked Questions

Trovelode Invest analyses your business's cash flow data using AI-driven models to surface risk-adjusted recommendations. We're built specifically for the operating realities of UK small and medium businesses, helping you understand where cash is tied up, where risk is concentrated, and what adjustments might improve resilience.

We work with small and medium-sized businesses across the UK that want clearer visibility into their cash position and more structured guidance on managing financial risk. This includes owner-managed businesses, finance teams without dedicated analysts, and growing companies that have outgrown spreadsheet-based tracking.

Onboarding starts with connecting your relevant financial data sources so the platform can build an initial picture of your cash position. From there, we walk through configuration together so the recommendations reflect your business's actual risk tolerance and operating patterns, rather than generic assumptions.

Generally, this includes historical and current cash flow records, along with any relevant account or transaction data you're comfortable sharing. The more complete the data, the more accurate the resulting analysis. We'll guide you through exactly what's needed during setup rather than asking for anything speculative upfront.

No. Trovelode Invest is an analytical tool that supports decision-making by surfacing patterns and risk-adjusted suggestions. It's not a substitute for professional accounting, tax, or financial advice, and we recommend reviewing significant decisions with a qualified advisor.

We take data protection seriously and apply industry-standard security practices to data in transit and at rest. For full detail on how data is collected, used, and retained, please see our Privacy Policy.

Integration options depend on the systems your business currently uses. During onboarding, we'll discuss which of your existing tools can be connected and what the setup involves. If you have a specific platform in mind, our team can confirm compatibility directly.

Recommendations are refreshed as new data flows in, so the analysis reflects your current cash position rather than a static snapshot. The exact cadence depends on how frequently your connected data sources update.

Pricing depends on the size and complexity of your business, including the volume of data and the level of support required. The best way to get an accurate figure is to reach out via our contact page, where we can discuss your specific situation.

No specialised technical skill is required. The platform is designed to present analysis in a clear, practical format. That said, having someone on your team who understands your cash flow context will help you get the most value from the recommendations.

Contract terms vary depending on the plan and scope agreed with your business. Specific terms, including length and cancellation conditions, are outlined during the setup process and in our Terms of Service.

The quickest route is to use the "Start Optimising" button in the navigation, or visit our contact page to speak with us directly about your business's needs before committing to anything.