Stop wrangling data.

Start forecasting better.maximizing yield.moving money.inspiring leaders.driving strategy.forecasting better.

Manage cash.
Like a pro.

Centralize multi-bank data with an intuitive cash command center. Gain a bird’s eye view of cash, automate reporting, forecast accurately, and make informed decisions—regardless of bank.

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Manage cash with a single source of truth.

Ensure your teams analyzing and moving cash are looking at the same, accurate data. Enable seamless collaboration and informed action across all cash operations.
Treasury
Put your cash to good use.

Still logging into bank portals and manually analyzing cash flow statements? Access an automated snapshot of your global daily cash position.

Be confident in your daily liquidity so you can focus on optimizing cash for higher yields and growth.

Finance
Fuel FP&A with pinpoint accuracy

Forecasting in spreadsheets leaves you exposed to unreliable data and excess risk. Achieve 100% automation of your balance and transaction data, sent directly from your banks.

Plan for the future with forecasting powered by machine learning.

CFO
Confidently lead strategy

Always have the information you need to make decisions. Access customizable dashboards and reports from your team.

Execute with a comprehensive view of your business.

Accounting
Streamline manual tasks

Make your month-end close a breeze. Automate G/L tagging of consolidated cash data for easier reporting and analysis.

Go from operational to strategic in seconds.

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Treasury

Put your cash to good use.

Still logging into bank portals and manually analyzing cash flow statements? Access an automated snapshot of your global daily cash position.

Be confident in your daily liquidity so you can focus on optimizing cash for higher yields and growth.

Finance

Fuel FP&A with pinpoint accuracy

Forecasting in spreadsheets leaves you exposed to unreliable data and excess risk. Achieve 100% automation of your balance and transaction data, sent directly from your banks.

Plan for the future with forecasting powered by machine learning.

cfbf2fb3010c48c6b3c205213e28c77a.png

CFO

Confidently lead strategy

Always have the information you need to make decisions. Access customizable dashboards and reports from your team.

Execute with a comprehensive view of your business.

b75a4ffbc2ea5bca6673da3fe6d3f63c.png

Accounting

Streamline manual tasks

Make your month-end close a breeze. Automate G/L tagging of consolidated cash data for easier reporting and analysis.

Go from operational to strategic in seconds.

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What makes Trovata different?

Whether you’re stuck in spreadsheets or in an outdated platform, Trovata offers a modern solution for efficient cash management and smart decision-making.

Spreadsheets vs. Trovata

98% of executives and financial professionals said they could be more confident about their current level of visibility. Tedious, manual, and error-prone spreadsheets aren’t the way to get there.

Spreadsheets

Manual, error prone workflow

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Trovata

Automated data aggregation and reporting

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Legacy TMS vs. Trovata

Legacy treasury tech was built for the old ways of managing cash – manual, meticulous, and operational. But today’s workplace requires you to deliver strategic insights and respond to economic fluctuations real-time. Your technology needs to support this expectation.

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Legacy TMS

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3-12 Month Implementation

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Expensive

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IT Support Required

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Not Cloud Native

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Self-Managed Bank Connection

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Only Treasury Supported

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Trovata

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0-3 Month Implementation

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Cost Effective

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IT Support Not Required

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Cloud Native

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Trovata-Managed Bank Connection

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Entire Finance Org. Supported

See Trovata for yourself

Book a demo. Start your digital 
transformation journey.

Investors

The world’s leading banks invest in Trovata to transform cash management.

Capital One Ventures
Wells Fargo 2
NAB

Client Stories

Explore the future of cash management.

How has Trovata helped industry leaders centralize, automate, and optimize their cash management strategy? Read a few success stories below.

48+ hours

saved monthly by automating bank data aggregation with banking APIs

50%

cost reduction by switching from a legacy TMS to Trovata

100%

data accuracy achieved by eliminating human error with automation

While you can build reports in many legacy treasury management systems, it’s not as user-friendly as Trovata. The daily API with transaction details makes reconciliations on Trovata much easier compared to our previous TMS.”

naill
Niall Burke
Global Treasury Manager at Eventbrite

100%

visibility into multi-bank data within a single platform

50%

savings implementing Trovata versus a legacy TMS

As treasurer, my role has to do with funding the business and optimizing its lifeblood; cash. Just like the human body needs good blood flow to stay healthy, a global enterprise needs proper cash flow. It’s vital we ensure proper flow and circulation of our cash.”

james
James Krikorian
VP & Treasurer at Krispy Kreme

50+

global bank accounts that achieved complete cash visibility

7+

hours saved a week by automating bank data aggregation

Trovata provides the cash visibility I need when I need it. If my CFO asks how collections look the past month, I can quickly access that data in Trovata and rely on it, instead of having to manually consolidate a bunch of reporting data.””

tim
Tim DilLillo
Sr. Director of Treasury and Investor Relations at GoTo

$50K

saved annually relative to competitor system costs

100%

of routine cash reporting automated

0

internal IT resources required

Whether I’m in a conversation with our ownership group, banking partners, customers or vendors, it’s clear that owning the cash narrative for our business ultimately settles with me.”

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Aurelia Sirbu
CFO at Orbus

10+

hours saved weekly by automating bank data aggregation

13-week+

cash forecasting enabled

With Trovata the data is normalized and we now have a single source of truth where we can see everything we need to see. We are no longer manually logging into multiple portals and then spending hours aggregating that information. Trovata saves us so much time and enables us to focus on analysis and adding value.”

mary new
Mary Desmond
Director of Financial Operations at Sealaska Corporation
Bank Integrations

Trovata leads globally with direct connections to 50+ enterprise banks and 2000+ business banks, helping you manage all your cash within a single, integrated, platform.

JPMorgan 1
Wells Fargo 1
Bank of America
Citi 1
HSBC 1
Capital One 1
PNC
Santander
Frame 44
USBank
Deutsche Bank
Learn More

Book a demo.

Get a product walkthrough of Trovata with one of our experts.