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Case Study

Plugged in and Powered Up: Gibson’s Treasury Automation Story

GIBSON, INC., the world’s most iconic guitar brand, has shaped the sounds of generations of musicians and music lovers across genres for more than 100 years. Gibson has a legacy of world-class craftsmanship, legendary music partnerships, and progressive product evolution that is unrivaled among musical instrument companies.

Treasury Manager, Christina Jewell, leads global reporting, balancing, and liquidity for Gibson’s lean, three‑person treasury team. With business lines spanning retail stores, e‑commerce, a record label, media projects, foundations, and a vintage‑guitar sourcing program, treasury operations must support a fast‑growing, multi‑entity, multi‑bank footprint across the U.S., Europe, Japan, China, and Costa Rica.

Headquarters
Nashville, TN

Company Size
2,000+

Founded
1894

Industry
Manufacturer of Consumer Goods

25 hours

Saved on cash reporting each week

Real-time cash insights

Across 10 countries and dozens of bank accounts

Trovata is a game-changer.”

Christina Jewell
Treasury Manager, Gibson Inc.

The Challenge

Amid rapid growth and a constantly shifting retail/payments landscape, Gibson’s treasury team found itself constrained by manual processes.

Heavy Reliance on Excel

Daily global cash, liquidity in USD, currency conversions, and detailed AP/expense categorization consumed most of the day.

Complex, Global Banking

Multiple bank accounts in the U.S. and Europe, with additional relationships in Japan, China, and Costa Rica, plus specialty accounts.

Ecommerce Expansion

Consolidation of multiple processors (Stripe, Square, PayPal, etc.) required precise tagging and reconciliation at scale.

Manual Data Entry and Limited Bandwidth

Naturally, working in spreadsheets increased the chance of human error—while a three‑person team struggled to find the time to drive strategic initiatives.

Keeping up with the changing atmosphere is probably my biggest struggle—and it’s always changing. We’re a three-person group running the global treasury picture.”

Christina Jewell
Treasury Manager

The Solution

After exploring multiple options, Christina knew she needed a solution that would deliver immediate value—not a 12-month implementation with an uncertain payoff. With limited IT resources and a growing workload, she needed a tool that could connect quickly, automate manual processes, and start showing results from day one.

Trovata stood out for its speed to deploy, ease of use, and ability to bring clarity to complex banking data. Within weeks, her team was generating reliable reports, balancing global accounts, and surprising the C-suite with how quickly they were able to act on new insights.

Unified Multi‑Bank Visibility

Trovata consolidated views across banks, so Christina and team no longer need to log into multiple portals to obtain daily balance and transaction data.

Automated Transaction Tagging

Trovata’s platform seamlessly ingests banking data, automatically categorizes transactions according to Christina’s tagging structure, and converts currencies in real-time—eliminating the need for daily spreadsheet updates.

Product image does not represent Gibson’s Trovata instance.

Once we got our banking information into Trovata, I created a tagging system organized by our operational regions, and then within each region, we could break it down further into categories, using our existing forecasts and reports as a guide.”

Christina Jewell
Treasury Manager

Faster, More Accurate Reporting

Christina now generates automated reports showing global and domestic cash positions, liquidity in USD, balances by converted currency, and daily average balances—all in a matter of minutes. On a monthly basis, or as needed, she produces reports on customer and dealer payments, including top accounts, segmented by payment source (like Stripe, Square, PayPal, and Synchrony).

Trovata serves as her system of reference, while Excel remains a helpful tool for a few workflows—now backed by automated data for accuracy and validation.

Product image does not represent Gibson’s Trovata instance.

Reports are very helpful. You have the option to auto-generate and send them out via email, eliminating the need for manual reporting while ensuring the right people have access to the information they need in a timely manner.”

Christina Jewell
Treasury Manager

Forecasting That Reflects Reality

Now, Gibson’s cash forecasting blends historicals in Trovata with Microsoft Dynamics 365 and OneStream actuals for short‑term cash flow planning (e.g., 8‑week horizons). This multi‑source approach captures both incoming AR and outgoing obligations with greater fidelity.

Rapid, Seamless Implementation

Trovata connected quickly, delivering useful reporting “almost immediately,” boosting treasury’s agility and ability to quickly turn data into insights.

Results

20–25 Hours Saved Every Week

Automation replaced manual compilation and conversions, shrinking daily reports from “most of the day” to minutes—a step‑change in productivity.

CFO‑Ready Accuracy and Granularity

Treasury now delivers granular AR visibility (customer vs. retail vs. other receipts) and breaks retail down by processor, anchored to actual banked cash (net of processor fees) rather than sales figures—clarity the CFO praised and wants to see regularly.

I recently showed our CFO a few of the reports we’re producing in Trovata and his response was, ‘I need to see this more often.’ He was very impressed with the granularity and accuracy. Getting positive feedback from the C-suite is great.”

Christina Jewell
Treasury Manager

Strategic Uplift for a Lean Team

By removing manual workflows, Christina’s team can focus on goals, process improvements, and treasury advancements (including ERP automation efforts) while keeping pace with Gibson’s rapid growth.

I used to spend hours each day on reports, but now Trovata has freed me up to do other things. I can work on goals and advancements in treasury, attend the occasional webinar, and learn new things.”

Christina Jewell
Treasury Manager

Looking Ahead

With Trovata streamlining daily reporting and forecasting, Christina’s focus is shifting toward long-term process improvements. She’s starting to explore Trovata’s AI capabilities to surface reporting insights she may not have considered—especially as Gibson continues to scale. The time savings have also allowed her to partner more closely with IT on automating processes within Dynamics 365, bringing treasury and operations into tighter alignment.

We’re in such a growth mode that everything’s changing constantly… Trovata helps me keep up, and once I get caught up, there’s always something new to explore.”

Christina Jewell
Treasury Manager

As Gibson grows, Trovata will continue to serve as a foundational liquidity management tool—delivering clarity, flexibility, and time back to focus on what’s next.