Modern treasury transformation is all about using automation to increase control, improve clarity, and inspire confidence. But even the best tools won’t deliver results in isolation. To fully unlock the value of a treasury platform like Trovata, treasurers need to collaborate with IT and InfoSec early in the buying process.
That doesn’t have to mean huge complexity that bogs down the process. In fact, treasury software has never been easier to implement. But if you want SSO enabled, ERP connectivity, or a green light from InfoSec during procurement, you’ll need to come prepared.
Here, we’re looking at how treasury professionals can gain a clear view of when and how to involve IT, plus the tools and talking points to lead the conversation with confidence.
Why Treasury Needs to Lead Its Technology Buying Process
Many treasurers evaluating new tools have never bought treasury software before. You might be fluent in Excel and your ERP, but connecting to APIs, setting up single sign-on, and engaging InfoSec can feel outside your wheelhouse.
The good news is that it’s not as hard as it sounds, and you don’t need to do everything all at once. You just need to bring the right people in at the right time. Most of the work is lightweight, well-documented, and often completed in a few hours.
Treasury’s role is to anticipate these touchpoints, align stakeholders early, and make the case for transformation using shared language and resources. Rather than seeing it as a daunting hurdle to overcome, it provides an excellent opportunity to lead and deliver a major project.
A Collaboration Playbook for Treasury, IT, and InfoSec
Implementing a treasury platform isn’t just a finance initiative; it’s a cross-functional opportunity. Treasury leaders who understand how to engage IT and InfoSec early, clearly, and strategically will reduce bottlenecks, improve adoption, and build lasting partnerships that support long-term transformation.
This playbook outlines the key areas of collaboration and provides practical guidance for engaging each internal stakeholder.
Recommended: Evaluating Treasury Software: The Features You Need & Pitfalls to Avoid
1. Single Sign-On (SSO) Setup
Getting SSO setup correctly is often the first touchpoint when it comes to treasury and IT collaboration on a digital transformation project.
What it is: Enabling Trovata users to log in via corporate credentials using your company’s SSO provider (e.g. Okta, Azure AD, Google Workspace).
Who to involve: IT administrator or identity access management owner.
Why it matters: SSO improves security and streamlines onboarding, which is essential for audit-readiness and user adoption.
How to collaborate:
- Ask who manages your SSO platform.
- Share Trovata’s SSO documentation in advance.
- Offer to schedule a 15-minute call with your IT admin and Trovata support if needed.
- Set expectations: This usually takes less than a day to implement.
“We’ll be enabling SSO for treasury, can I loop you in with Trovata’s team to get this configured securely?”
2. InfoSec Review and Procurement
Before implementing any new piece of software, especially one that processes sensitive financial data, InfoSec needs to review and approve it.
What it is: A review of Trovata’s security posture, often part of procurement or legal due diligence.
Who to involve: Security team lead, InfoSec officer, or IT risk reviewer.
Why it matters: Ensures the platform aligns with company-wide data, security, and privacy requirements. This is a common approval step, even for cloud-native, low-risk platforms.
How to collaborate:
- Share Trovata’s Trust Center early in the evaluation.
- Confirm who in the organization owns InfoSec reviews.
- Offer to provide SOC reports, pen test results, and architecture docs proactively.
“I’ve got the Trust Center link and all compliance documentation, who should I share that with on your side for review?”
3. ERP and System Integration Planning
A key component of any digital transformation is integration with existing platforms.
What it is: Connecting Trovata to ERPs (e.g., NetSuite, SAP, D365) or reconciliation platforms (e.g., BlackLine, FloQast).
Who to involve: ERP administrator, integration lead, or IT business systems manager.
Why it matters: Integration is optional but powerful. It extends Trovata’s value by automating cash journaling, reconciliation workflows, or reporting pipelines.
How to collaborate:
- Ask which systems you’ll want to integrate (and why).
- Identify the internal owner of those systems.
- Share relevant Trovata documentation: SuiteApp guides, developer portal, API reference.
- Clarify the level of effort—admin access may be enough for standard integrations.
“We’re exploring integration with our ERP to automate part of our workflow. Can I connect with the system owner to align on what’s possible?”
4. Custom API Use Cases
Modern treasury platforms like Trovata are designed to maximize connectivity ‘out-of-the-box’ but there are often cases where custom integrations are required.
What it is: Building tailored workflows or data flows using Trovata’s developer APIs.
Who to involve: Developer, technical architect, or IT engineer, only if building something custom.
Why it matters: Some companies want to pull Trovata data into BI tools, feed it into data lakes, or integrate with niche platforms. Trovata’s APIs make this possible, but they require technical skill.
How to collaborate:
- Confirm whether this is a need now or a future requirement.
- Review the Trovata Developer Portal internally.
- Scope technical needs before requesting custom support.
“If we want to push data into your system, we can use Trovata’s open APIs. Should I connect your tech lead with their documentation?”
5. Set Shared Expectations Early
As the saying goes, ‘happiness is the gap between expectations and reality,’ and while whoever coined that phrase probably wasn’t thinking about treasury digital transformation, it’s no less true!
What it is: Aligning stakeholders across Treasury, IT, and InfoSec on goals, timelines, and dependencies.
Who to involve: Project sponsors, admins, platform owners.
Why it matters: Internal confusion is the #1 source of project delays. A brief alignment up front creates momentum and prevents rework.
How to collaborate:
- Run a kickoff or planning call to confirm roles and requirements.
- Use a simple shared checklist (e.g. “SSO configured,” “Trust Center reviewed,” “ERP admin engaged”).
- Let each team know what’s expected—and what’s not.
“Trovata implementation is pretty light, but there are a few quick touchpoints we need to align on early. Can we confirm owners for these?”
Bonus: Empower IT and InfoSec with Resources
When you bring in a technical stakeholder, make it easy for them to say yes. Here’s what you can share immediately:
- Trust Center – All InfoSec and compliance documentation in one place.
- Developer Portal – Full API reference and guides for custom integration.
- Help Center – Step-by-step implementation and admin guidance.
- Integration documentation – For ERP, SSO, and reconciliation software.
“We started with one of our primary banks and set up an account on their developer portal, Trovata got access and the data started flowing. It took a week or two. The process was quick and super easy!”
—Bruce Edlund, Assistant Treasurer at Cloud Software Group
Read the full story
Accelerate Transformation with IT and Treasury Collaboration
Bringing in IT early doesn’t slow you down. It accelerates transformation. These conversations help treasurers move from isolated cash reporting to fully integrated strategic finance.
And unlike legacy treasury management systems that can take time and upfront investment, Trovata’s modern architecture means setup is faster, documentation is clearer, and every step is designed to support lean treasury teams.
Most importantly, involving IT shows internal leadership that treasury is thinking big picture.
You don’t need to be fluent in APIs or manage InfoSec reviews solo. But you do need to know the right questions to ask and where to go for answers.
Trovata gives you the documentation, tools, and support to make the case, align stakeholders, and lead treasury transformation with confidence.
Want to explore how Trovata fits your needs? Book a demo or visit our Trust Center to learn more.
