Featured Key Takeaways from AFP 2024: Paving the Future of Finance Through Innovation Discover key takeaways from AFP 2024 that finance professionals need to know to adapt and thrive an increasingly digital industry. Sergio Garcia November 4, 2024Digital Transformation
Sergio Garcia Understanding Treasury Tech Innovation: What to Look For Learn about key innovations in treasury tech that are essential to keep pace with modern business demands. March 22, 2024Platform
Margaux Bauer Understanding the Difference Between Cash Management Software and an ERP Learn the difference between ERP and treasury software, their use cases, and how they integrate to provide a comprehensive suite of benefits. March 15, 2024Treasury Management
Sergio Garcia Best Practices for Account Reconciliation That Streamline the Entire Process Account reconciliation is necessary for financial accuracy but is a slow, manual process. Learn 5 best practices to simplify the entire process. December 22, 2023Treasury Management
Joseph Drambarean, Trovata CPO Enhanced Transaction Search Helps Finance Teams Master Their Bank Data You’ve created a financial bank data lake to own and control your own financial data across all your banks and accounts! Awesome. Now what? To squeeze the insights from your bank data, you need good search. July 19, 2023Platform
Kalei White Trovata Update: NetSuite Multibank Connector Spending hours downloading, formatting and uploading transaction data from multiple bank portals into NetSuite? Announcing Trovata’s new Netsuite Multibank Connector, which fully automates the upload of your prior-day bank data, saving accounting and finance teams several hours every week. Unlock total visibility into your banking transactions data for matching and reconciliation while also accelerating your […] July 19, 2023Platform
Kalei White Trovata and PNC Provide Integrated Payment Processing Experience for Corporate and Commercial Businesses Is your organization a PNC client? If so, we have some exciting news! We’re thrilled to announce that all PNC corporate and business clients will now have access to Trovata’s API-based payment processing. What this means is that, within Trovata’s web and mobile platforms, PNC clients can send payments via ACH, wire, and RTP, using […] June 27, 2023Platform
Harini Mekala Trovata Payments: A Quick, 5-Step Tutorial Learn how to use Trovata Payments to send, track, review, and approve multibank payments. June 9, 2023Platform
Joseph Drambarean, Trovata CPO ChatGPT for Finance: The Treasury AI To Accelerate Your Team How can you use ChatGPT for finance? Here's how to help it pull insights and forecast trends in a way that’s never been possible before. May 11, 2023Digital Transformation
Kalei White Trovata Launches First Generative AI Tool for Finance & Treasury With Trovata's AI tool for finance and treasury, you can now harness the power of generative AI to access insights and make decisions quickly. May 3, 2023Platform
David Taylor Top 3 Finance Reports You Can Move From Excel Into Trovata Finance and treasury teams love Trovata for its ability to whip up reports that used to take hours in Excel. Here are the top three to try today. April 25, 2023Platform
James Stigler New to Trovata: Morgan Money, Cash Positioning, Bulk Payments & More We're thrilled to launch our Morgan Money integration, a new cash positioning feature, bulk payments, and workbooks improvements. Learn more! March 9, 2023Platform
Gregory The Trovata Onboarding Process – APIs Connect Your Bank Data Quickly Trovata’s Client Success team’s emphasis on customer outcomes provides an advantage to clients looking for ways to get ahead without adding headcount. Learn more! January 23, 2023Platform
Sergio Garcia The 13-Week Cash Flow Forecast With a 13-week cash forecast, you can ensure that you have enough cash on hand to cover your operational expenses and prepare for the unexpected. Here's how to make one. December 21, 2022Cash Forecasting
David Taylor Getting Started with Trovata: Balances, Transactions, and Analysis Overview Here's everything you need to know about the simple sign-up process to get started with Trovata's free features: Balances, Transactions, and Analysis. December 16, 2022Platform
Trovata Team Trovata and Morgan Money Partnership: Generate Yield on Idle Cash More Easily Trovata users will be able to tap into Morgan Money’s services directly from within our cash flow analytics platform. Learn more! December 13, 2022Trovata News
Kalei White Trovata Launches Free Plan to Help Any Team Manage Cash & Drive Growth in Today’s Market Now it's more important than ever to form a smart, recession-proof cash strategy driven by open-banking. That's why Trovata is pleased to announce its new, free version of its enterprise cash management platform. November 23, 2022Trovata News
Keegan Chamberlin Trovata’s Automated Cash Management Platform Lands In Europe Read about how Trovata's automated cash management platform is expanding into Europe. June 17, 2022Trovata News
