Method Financial
5.8#32 in bank connectivity softwareWebAPI
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| Fact | Method Financial | Trovata TMS |
|---|---|---|
| Founded | 2021 | 2016 |
| Integrations | Method lists SoFi, Bilt, Aven, Happy Money, and Cleo as companies using its products in customer examples. | Officially listed integrations include NetSuite, Sage Intacct, Oracle Fusion, SAP and FloQast, with API and SFTP connectivity for other systems. |
| Payments | Method Pay supports loan payoff, bill payment, and balance transfers, with payment tracking from pending to posted. | Payments can be initiated, approved and released through policy-controlled workflows with real-time updates to cash, forecasts and accounting. |
| Product | Method provides connectivity to consumer credit and liability accounts with embedded payments, real-time account data, and one-click checkout. | Trovata TMS is a cloud-native treasury management system built on real-time bank connectivity and normalized financial data. |
| Security | Method's Trust Center lists CCPA, GLBA, PCI DSS, and SOC 2 Type 2 compliance frameworks and certifications. | Trovata states that production data is encrypted at rest with AES-256 and protected in transit with TLS 1.2 using Amazon Key Management Service for cryptographic keys. |
| Support | Method directs users to [email protected] for more comprehensive security and compliance information and Trust Center help. | The base package includes 3–5 hours of live training and unlimited in-app technical support. |
| What it does | Method provides financial account connectivity and embedded payments for consumer credit and liability accounts. | Trovata TMS is a cloud-native treasury system using real-time bank connectivity and normalized financial data across cash, banking, capital markets, payments and accounting. |
No prices published.
Method Financial suits lenders, fintechs, and financial institutions that need account data and embedded payments. It is aimed at teams building consumer credit or liability products through APIs and a dashboard.
Trovata TMS is designed for treasury teams managing multiple banks, entities, and currencies, as well as finance leaders and accounting teams.