Featured Employee Spotlight: Meet Kelly Walsh, Trovata’s VP of Customer Success & Global Services Get to know Trovata's world-class team of experts with this employee spotlight of our VP of Customer Success, Kelly Walsh. Sergio Garcia September 25, 2024Trovata News
Jason Mountford Navigating Election Uncertainty: How CFOs Can Mitigate Risks and Drive Growth Explore how CFOs can manage election-related risks while positioning their companies for future growth. October 8, 2024Treasury Management
Sergio Garcia Essential Tools for Treasurers to Effectively Navigate Election Uncertainty Discover robust strategies for cash and liquidity management that will allow your organization to remain agile regardless of how the global political landscape shifts. October 4, 2024Treasury Management
Jason Mountford What Corporate Treasury Should Be Considering After the Fed’s Recent Rate Cut Discover 5 actions treasurers should consider after the recent interest rate cut to drive growth and maintain financial stability in the months ahead. September 20, 2024Treasury Management
Jason Mountford Essential Tools for Aligning Treasury and Accounting: Unlock Unified Visibility and Value Discover essential tools and strategies for aligning treasury and accounting to unlock unified visibility and value. September 13, 2024Treasury Management
Jason Mountford How to Save Hours on Cash Positioning (and Spend It Somewhere More Important) Explore tools to help you reclaim your time, simplify cash positioning, and unlock the potential for more strategic, value-driven decision-making. September 6, 2024Treasury Management
Jason Mountford Why APIs are Key for Reliable Forecasting in the Energy Sector Discover how APIs lay the foundation for more accurate cash management and forecasting for finance professionals in the energy sector. August 30, 2024Treasury Management
Sergio Garcia Thriving in Uncertainty: Key Tools to Build a Resilient Treasury Explore modern treasury tech features finance practitioners need to fortify business resilience and navigate market volatility with confidence. August 12, 2024Treasury Management
Jason Mountford How Treasurers are Scaling Bank Data Analysis with Instantaneous Processing Discover how finance practitioners are scaling treasury data analytics and automating processes with modern technology. August 1, 2024Treasury Management
Jason Mountford Does Your Company Process Millions of Transactions a Year? What Treasury Needs to Know Explore tools and strategies your treasury department needs to seamlessly manage high transaction volumes as your company scales. July 26, 2024Treasury Management
Jason Mountford Navigating the Challenges and Opportunities of an Expanding Bank Data Environment Discover key tools to overcome the challenges of an expanding data environment and streamline data analysis as your organization grows. July 19, 2024Treasury Management
Jason Mountford How to Unify Banking Data Across Modern and Traditional File Formats Discover how to standardize data across bank file formats so you can spend less time wrangling data, and more time on strategic analysis. July 5, 2024Digital Transformation
Sergio Garcia 4 Essentials to Support an Effective Treasury Business Continuity Plan Explore 4 key treasury processes to automate for an effective treasury business continuity plan to thrive in any market environment. July 5, 2024Treasury Management
Jason Mountford Key Takeaways From The Fed’s June Meeting and What They Mean for CFOs Explore key strategies CFOs can use to help their organizations navigate the muddy waters ahead after the latest US Fed interest rate decision. June 28, 2024Treasury Management
Jason Mountford The Top 5 Mistakes Treasurers Make With Managing Cash Explore common cash management mistakes that Treasurers make, and how using the right tools can help avoid them. June 21, 2024Treasury Management
Jason Mountford Evaluating Treasury Software: Features You Need & Pitfalls to Avoid Learn key considerations for evaluating treasury software. Discover why traditional solutions still create challenges and explore modern alternatives that will transform your workflow. June 14, 2024Treasury Management
Jason Mountford What Treasurers Need to Consider Pre and Post Acquisition M&A activity has significantly rebounded in Q1 2024 putting these transactions back on the priority list for many organizations. Take a closer look at this increase in activity, and learn how treasurers can add value both before and after the deal is done. May 31, 2024Treasury Management
Jason Mountford How Global Tech Companies Can Optimize Cash Flow Management The rapid pace of growth that most tech companies aim for heightens liquidity risks. Learn key tools to manage these risks and optimize cash flow for sustainable long term growth. May 24, 2024Treasury Management
Sergio Garcia How to Improve Cash Flow in Global Healthcare Companies Explore how global healthcare companies can improve cash flow through centralized, real-time data to ensure long-term financial health. May 20, 2024Treasury Management
Jason Mountford Treasury Tech Has Changed. Here’s How to Choose the Right Solution Learn the pros and cons of common treasury management tools to identify which is the best to help transform your treasury operations. May 17, 2024Treasury Management
Jason Mountford The Savvy Treasurer’s Guide to Improving Multi-Bank Connectivity Learn the fundamentals of multi-bank connectivity to access the right data, at the right time, and enable better strategic decision-making. May 13, 2024Bank Connectivity
Sergio Garcia Multi-Entity Treasury Management: What Hotels Need to Know Unlock real-time data, optimize cash flow, and centralize hotel treasury management with an API-first tech strategy. May 3, 2024Treasury Management
Jason Mountford A Treasurer’s Guide to the Rest of 2024: Inflation, Interest Rates, Investment and More With potential interest rate cuts on the horizon and M&A activity rebounding, explore emerging trends and themes that finance and treasury leaders should be watching throughout the rest of 2024. May 3, 2024Treasury Management
Sergio Garcia Treasury Automation for Enhanced Reporting and Forecasting Explore how to get started with treasury automation through API connectivity, AI, and machine learning, to transform your operations. April 26, 2024Digital Transformation
Nicki Matchett Improving Work-Life Balance for Treasurers by Modernizing Your Tech Stack Explore powerful tools that can help to improve work-life balance for treasurers by automating repetitive tasks and optimizing workflow. April 19, 2024Digital Transformation
Jason Mountford How CFOs Can Simplify Liquidity Management Across Subsidiaries Learn key tools CFOs can implement to simplify liquidity management across subsidiaries to enhance visibility and gain strategic insight. April 19, 2024Treasury Management
Jason Mountford Why Companies Can Have a TMS but Still Struggle with Cash Flow Visibility Uncover how an API-first strategy can help overcome the limitations of TMS to improve cash flow visibility and management capabilities. April 12, 2024Treasury Management
Stella Newton How Treasurers can Adapt to Changing Responsibilities Explore how the role of treasurers have changed amidst changing tech and how practitioners can adapt to add strategic value. April 5, 2024Treasury Management
Jason Mountford Challenges Treasurers Face with Bank Connectivity and How to Solve Them The central pillar of treasury operations is bank connectivity. Learn how modern treasury tech can enhance connectivity with real-time data. April 5, 2024Digital Transformation
Sergio Garcia How Consultants are Helping Treasurers Drive Value During a Talent Shortage Learn how CFOs can bridge the talent shortage and improve efficiency for liquidity management through treasury outsourcing. March 29, 2024Treasury Management
Jason Mountford How Treasurers can Generate Higher Yields on Idle Cash with Increased Cash Visibility Explore key tools for treasurers seeking to maximize yield while managing high interest rates and their associated risks. March 29, 2024Treasury Management
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 Fortifying Resilience with Real-Time Liquidity Management Uncover key tools for achieving real-time liquidity management to reshape financial planning and risk management for your organization March 15, 2024Treasury Management
Sergio Garcia How Bank APIs Empower Treasurers with 100% Data Accuracy Explore the benefits of APIs and learn how real-time data aggregation streamlines treasury operations while ensuring 100% data accuracy. March 8, 2024Open Banking
Sergio Garcia Centralized Multinational Treasury Management to Enhance Liquidity Risk Management Learn how next-gen tech can help to centralize multinational treasury management, resulting in optimized liquidity and decision-making. March 8, 2024Treasury Management
Sergio Garcia Achieving Real-Time Treasury Management in Multinational Corporations Unlock steps to achieve Real-Time Treasury Management. Learn how APIs help to optimize cash flow and automate treasury operations. February 29, 2024Treasury Management
Jason Mountford Why Your Treasury Tech Stack is a Competitive Differentiator in the Job Market Learn how modernizing your tech stack can create a competitive differentiator to attract and retain talent amidst the talent shortage in finance. February 23, 2024Treasury Management
Sergio Garcia The First Step to Cash Optimization: The Crucial Role of Real-Time Cash Visibility Learn how real-time cash visibility accelerates liquidity optimization, and provides accurate real-time data to drive strategic decision making. February 16, 2024Treasury Management
Jason Mountford How Mid-Market CFOs Can Achieve Double Digit Revenue Growth with Treasury Tech Learn key differences between legacy cash management systems and their modern, cloud-native counterparts, and how the right tools can help make double digit revenue growth a real possibility, rather than a pipe dream. February 15, 2024Treasury Management
Sergio Garcia Cloud-Native Solutions for Financial Treasury Management Learn what to look for when evaluating a cloud treasury management vendor and how to avoid common pitfalls when choosing a platform. February 9, 2024Treasury Management
Sergio Garcia 4 Tools for Treasurers to Master High-Volume Financial Transactions Explore how advanced technology simplifies high transaction volume management, reducing errors and boosting efficiency February 9, 2024Treasury Management
Sergio Garcia Empowering Nonprofits: Transforming Treasury Operations with Modern Technology Learn practical applications for emerging technologies such as APIs, AI, and machine learning to help transform non-profit treasury management. February 2, 2024Digital Transformation
Jason Mountford Centralized Treasury Management: How to Simplify Multi-Entity Finance Learn how modern software solutions make multi-entity finance easy and efficient, while significantly reducing risk at the same time. February 2, 2024Treasury Management
Sergio Garcia Overcoming the Finance Talent Skills Gap with Modern Technology Learn key solutions that CFOs can easily implement to drastically increase efficiency and upskill their team to overcome the finance talent skills gap. January 26, 2024Treasury Management
Jason Mountford 4 Steps to Accelerate Healthcare Treasury Transformation Explore some of the biggest challenges facing healthcare treasury operations today, and learn four steps treasurers can take to integrate technology into their operations to allow their team to work more efficiently with enhanced accuracy. January 26, 2024Treasury Management
Sergio Garcia Top 10 Mergers and Acquisitions Risks and How to Avoid Them Learn how automation tools can help mitigate acquisition risks. Learn key strategies for due diligence and integration to ensure success. January 25, 2024Treasury Management
Sergio Garcia The CFOs Guide to Obtaining Real-Time Data Get steps to attain real-time data through modern treasury management software for CFOs that will streamline operations and accelerate growth. January 19, 2024Digital Transformation
Jason Mountford How Manufacturing Treasurers Can Transform Their Cash Management Capabilities Learn how to overcome the unique challenges of treasury management in manufacturing, and how technology simplifies operations to drive growth. January 19, 2024Digital Transformation
Sergio Garcia How Lean Treasury Teams Can Maximize Yield with Automated Reporting and Forecasting Learn how the treasury team at Sealaska were able to transform cash forecasting and reporting with the power of automation. January 19, 2024Treasury Management
Sergio Garcia How Global Multibanking Transforms Treasury Operations Explore the rise of global multibanking and its benefits like improved liquidity, connectivity, and streamlined transactions for enterprise finance. January 12, 2024Treasury Management
Jason Mountford Automated Cash Reporting: How Generative AI Can Provide Accurate Reports in Seconds Generative AI has become a buzzword in treasury management. But, there is doubt from practitioners in its accuracy and use case for finance. Learn how savvy treasury pros are leveraging this emerging tech to streamline cash management. January 12, 2024Treasury Management
Sergio Garcia Digital Transformation in Finance and Global Business Discover how tech is driving financial digital transformation and reshaping global operations, creating efficiency and enhancing customer experience. January 5, 2024Digital Transformation
Sergio Garcia Strategies for Foreign Currency Cash Flow Forecasting Uncover how AI transforms FX cash flow forecasting, enhancing accuracy in volatile markets. Learn how modern treasury management tech can improve forecasting. January 5, 2024Cash Forecasting
Jason Mountford How Insurance Treasurers can Simplify Bank Reconciliation Treasurers in insurance are constantly faced with high volume transactions and new trends in claims that slow down financial planning and analysis. Learn 3 essential steps to simplify and optimize treasury management in insurance. January 4, 2024Treasury Management
Sergio Garcia Why the Cash Conversion Cycle is Key to Financial Mastery The Cash Conversion Cycle measures a firm's capital efficiency and financial health. Learn how to optimize CCC by managing inventory and using automation tools. December 22, 2023Treasury 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
Jason Mountford The 3 Essentials of Modern Treasury Management Software for Real Estate Amidst high interest rates and a frozen housing market, learn how modern treasury management software for real estate can help fuel success. December 21, 2023Treasury Management
Sergio Garcia The CFOs Dilemma: Unlocking Business Success Through Accurate Data 70% of businesses make decisions with inaccurate financial data. Learn 3 modern, AI powered solutions that help CFOs improve data accuracy. December 15, 2023Treasury Management
Jason Mountford 9 Treasury Management Challenges, Trends and Opportunities for 2024 Learn 9 key treasury management trends for 2024 to help you navigate risk, and capitalize on growth opportunities in the year ahead. December 15, 2023Treasury Management
Sergio Garcia A Manager’s Guide to Liquidity and Working Capital Learn key strategies for optimizing liquidity and working capital management for your organization to fortify financial stability. December 14, 2023Treasury Management
Sergio Garcia Artificial Intelligence’s Impact on Money Management AI is evolving finance functions. Learn how AI in corporate money management is accelerating real-time analysis and strategic decision-making. December 8, 2023Digital Transformation
Jason Mountford 3 Best Practices to Simplify Treasury Management in Travel and Hospitality Learn 3 ways to simplify treasury management in travel and hospitality. These strategies will help to fortify business resilience and continuity. December 7, 2023Digital Transformation
Sergio Garcia The Power of an Automated Bank Reconciliation Process Learn how to simplify your bank reconciliation process for efficiency and accuracy in accounting records and financial management. December 4, 2023Digital Transformation
Sergio Garcia Identifying and Managing Mergers and Acquisitions Risks Identifying and Managing Mergers and Acquisitions Risks December 1, 2023Treasury Management
Jason Mountford 4 Quick Wins for Retail Treasurers to Overcome Complexity When it comes to day to day financial complexity, there are few industries that hold a candle to a modern retailer. Digital transformation is helping to streamline the dizzying amount of financial data in retail. Learn how to get real-time data that enables complex forecasting and analysis. December 1, 2023Digital Transformation
Sergio Garcia How Bank Reconciliation Accounting Impacts Decision-Making Learn how to streamline bank reconciliation accounting with automated workflows, ensuring real-time financial accuracy and better decision-making. November 22, 2023Treasury Management
Jason Mountford The Needle in the Haystack: Simplifying Multi-Bank Treasury Management Multi-bank treasury management often creates labor intensive processes. Learn how new tech can streamline analysis to find the data you need. November 22, 2023Treasury Management
Sergio Garcia Using the Days Sales Receivables (DSR) Formula to Drive Performance Learn how the Days Sales Receivables formula can help improve decision making. Use automation to manage cash flow and gauge financial health. November 21, 2023Treasury Management
Sergio Garcia Financial Efficiency With the Cash Conversion Cycle (CCC) Explore the cash conversion cycle as an actionable tool for minimizing costs, fortifying your liquidity position, and how treasury tech can help get deeper visibility November 17, 2023Treasury Management
Jason Mountford A CFO Risk Mitigation Strategy Amidst High Interest Rates The Fed recently decided to keep interest rates at 5.25%-5.50%. Learn key solutions for a CFO risk mitigation strategy that will help you navigate an uncertain future. November 16, 2023Treasury Management
Jason Mountford 4 Key Ways Treasurers Can Improve & Simplify M&A Integration How can treasurers support M&A activity? Learn how to simplify treasury M&A integration to minimize risk and capitalize on opportunities. November 9, 2023Treasury Management
Jason Mountford How Treasurers can Support ERM with Liquidity Management Strategy In this article, learn how to unlock new and efficient ways to support ERM with modern, transformative liquidity management strategy. November 3, 2023Treasury Management
Sergio Garcia Open Banking: Accelerate Digital Transformation in Treasury Management Automation is essential for efficient treasury management in today's market. Learn how to streamline cash management with open banking APIS. October 25, 2023Treasury Management
Team Jiko Optimizing Corporate Cash with US Treasury Bills For corporate treasury professionals who experienced the 2008 financial crisis, the current economic climate likely feels like deja vu. And now, on the heels of the 2023 banking failures, executives are choosing to diversify their cash storage and short-term investments strategy to mitigate risk. As AFP gets underway next week, these topics are once again […] October 19, 2023Treasury Management
Jason Mountford Choosing a Treasury Management System Time consuming, manual processes that are highly prone to errors, raise concerns over data integrity and make collaboration a major headache. That’s the traditional approach to liquidity management. For Eventbrite, this added up to 2-3 hours of work for the treasury team. Every. Single. Day. Because regardless of size, your business revolves around cash. That […] October 18, 2023Treasury Management
Jason Mountford The Big Picture of Enterprise Liquidity Management – Strategies For Multinational Treasury Explore essential strategies for enterprise liquidity management in multinational treasuries. Discover optimal approaches like physical concentration, notional pooling, and overlay structures to streamline your financial operations. September 13, 2023Treasury Management
Kalei White Understanding the Dynamics of Working Capital and DSO Days Sales Outstanding (DSO) is a key financial metric affecting working capital and cash flow. Optimizing DSO increases better financial health. Have you ever wondered how your Days Sales Outstanding (DSO) influences your working capital? Or perhaps, how you could tweak this key financial indicator to enhance your company’s cash flow and overall financial health? […] August 29, 2023Treasury Management
Kalei White Automating Risk Management with Treasury Management Systems Treasury Management Systems (TMS) streamline financial operations, enhance liquidity, and automate risk management using machine learning for efficiency. August 22, 2023Treasury Management
Jason Mountford Scenario Planning in Finance: A Key to Business Resilience As finance professionals, we do the best we can, but unexpected events - like a cosmic snap of Thanos' fingers - can change everything in an instant. Read on to learn the what, why, and how of scenario planning, and why it's something no business can afford to do without. August 8, 2023Cash Forecasting
Jason Mountford Execs, Time to Prep for the Return of Low Interest Rates and Low Inflation (Here’s How) Economists are expecting a return to pre-pandemic inflation and interest rates. Here's how can you can set your business up to take advantage. July 24, 2023Treasury Management
Jason Mountford 12 Finance Team KPIs Every CFO Should Know How can CFOs measure the performance of their finance team and overall company health? Here are 12 KPIs and other metrics to keep tabs on. June 30, 2023Treasury Management
Jason Mountford 72% of Executives Want AI Integration – Here’s How Treasury Teams Can Give It To Them The introduction of ChatGPT felt different. It was exciting, and executives immediately started wondering how they could leverage this technology. At Trovata, we did just that by pairing our software with generative AI. According to one survey, we’re far from the only ones ready to strike while the iron’s hot – 72% of business leaders […] June 28, 2023Digital Transformation
Jason Mountford With CFO Turnover At 5-Year High, Treasury Tech Can Keep Finance Teams Going We've all heard of the Great Resignation - and CFOs are not immune. Here's what's causing high CFO turnover rates and how to overcome it. June 2, 2023Digital Transformation
Jason Mountford Does Remote Work Really Make Sense? The Uncomfortable Question Finance Leaders Have to Ask Is remote work best for your bottom line? To figure this out, it's necessary to weigh the pros and cons - which probably go deeper than you think. May 17, 2023Treasury Management
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
Jason Mountford The Modern CFO 90 Day Plan for Success You're the Robin to your CEO's Batman. How can you get a solid foundation right away? Here's a modern CFO's first 90-day plan for success. May 3, 2023Treasury Management
Kalei White How to Streamline Your Company’s Multibank Cash Management in 2023 What are the benefits of multibank cash management, the challenges that come with it, and solutions to overcome them? Read on to find out. April 25, 2023Treasury Management
Nicki Matchett How to Ask Your Boss For New Treasury Management Software You know it's time to get a new treasury management software, but how to convince your boss? Here's a foolproof plan to make the case. April 25, 2023Treasury Management
Kalei White Cloud-Based Treasury Software: Why Legacy TMS Can’t Compete with Cloud-Native When it comes to cloud-based treasury software, not all are equal. Learn about the benefits of going cloud-native and how to evaluate vendors. April 19, 2023Digital Transformation
Blake Mulligan The Treasury Management Playbook for Newly Minted Private Equity Portfolio Companies If you've been acquired by a private equity firm, your treasury will need to provide more in-depth cash reporting than ever. See our playbook for how. April 13, 2023Treasury Management
Kalei White Cash Flow Projections: What is Cash Positioning? In this article, we'll cover the definition of cash positioning and the different ways to calculate it plus key metrics to know. March 14, 2023Cash Reporting
Jason Mountford Managing Cash Post-Silicon Valley Bank Collapse – What Your Company Needs to Know In this article we’ll give you an overview of what happened to SVB, and how your business can protect itself against this problem going forward. March 14, 2023Treasury Management
Kalei White SVB Collapse: Cash Management Resources for Startups Following the SVB Collpase, it's time to get proactive. Here is a round-up of our best cash management resources for startups. March 13, 2023Cash Forecasting
Kalei White Deciding Between a TMS, a Modern Cash Flow Management Platform, and the Rest What else is out there for scaling treasury, besides a TMS? Learn about cash flow management platforms and other alternatives. February 14, 2023Digital Transformation
Kalei White Treasury Risk Management: Strategies + Best Practices Treasury risk management is a time honored method of maximizing capital and minimizing risk. February 8, 2023Treasury Management
Trovata Team Top 5 Places For Accountants to Pursue CPE in 2023 Looking for the best options to obtain CPE credits in 2023? Look no further. Here are the best courses and events accountants should attend. February 3, 2023Treasury Management
Trovata Team 5 Challenges of Cash Management and How to Overcome Them in 2023 Timing, liquidity, efficiency, risk, and compliance are all cash management challenges. Learn more about how each can impact your business. January 31, 2023Treasury Management
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
Kalei White How to Streamline Finance Reporting for Hotels Read about 3 reasons why hotels should prioritize finance reporting upgrades over all else. November 7, 2022Cash Reporting
Trovata Team Cash Management Software: How to Pick the Best for Your Company Looking for cash management software? Keep reading to learn about problems cash management software can solve and factors for choosing the right solution for your company. November 3, 2022Digital Transformation
Keegan Chamberlin Why CrowdStrike is Leading the Way for Scaling Tech & Startup Treasuries to Digitally Transform Learn about the innovative approach Crowdstrike has taken to scale and digitize treasury, that even the leanest of teams can adopt! October 7, 2022Digital Transformation
Jason Mountford Cash Management Solutions: You Don’t Need To Fumble In The Dark Anymore Read about the evolution of cash management solutions and how today’s advancements can save your team money and time. September 29, 2022Digital Transformation
Keegan Chamberlin Treasury Technology: Evaluating What’s New Learn about recent advancements in treasury technology and how you can benefit. September 23, 2022Treasury Management
Keegan Chamberlin Driving Digital Transformation as a Controller Learn how digital transformation can simplify your cash management and how you can gain your CFO's support. September 12, 2022Digital Transformation
Keegan Chamberlin Treasury Management: How Legacy Technologies Hold You Back Treasury management doesn't have to rely on spreadsheets or old technology anymore. Keep reading to learn about key changes and benefits from digitization. August 26, 2022Treasury Management
Keegan Chamberlin Optimizing Treasury Management with a Lean Team Being a lean treasury management team can make it challenging to scale. Learn 3 tips to simplify daily processes. July 29, 2022Treasury Management
Keegan Chamberlin Treasury Management: How To Build An Agile Strategy How do you build an agile treasury management strategy? Read the blog for best practices around treasury management. July 28, 2022Treasury Management
Keegan Chamberlin Treasury Management Strategies In An Uncertain Market Given today’s uncertain market, now is the time for companies to build a treasury management strategy that will see them through any economic conditions. So, what are some successful strategies you should consider? July 19, 2022Treasury Management
Keegan Chamberlin Treasury Management: The ROI of Automation Automating treasury management can be the right answer when you have growing amounts of bank data. Discover how you can maximize efficiency and reduce costs with automation. July 13, 2022Treasury Management
Keegan Chamberlin Enhance Treasury Management with Machine Learning and Artificial Intelligence Treasury management is evolving due to changes in technology. Learn how machine learning and artificial intelligence are helping treasurers be more efficient and agile. July 13, 2022Treasury Management
Keegan Chamberlin Is Automation Necessary for Treasury Management? Relying on spreadsheets for managing cash flow? Read about the challenges of spreadsheets and solutions for efficient treasury management. July 12, 2022Treasury Management
Keegan Chamberlin Use a Proven Treasury Management Strategy to Overcome Worrisome Economic Trends Learn how to adapt your treasury management strategy in the face of rising inflation, interest rates, and geopolitical risks. July 8, 2022Treasury Management
Keegan Chamberlin Treasury Management Best Practices: How to Succeed In Your First 30 Days Starting a new job in treasury management? Learn how to make your mark in the first 30 days with these treasury management best practices. June 29, 2022Treasury Management
Keegan Chamberlin Treasury Management’s Digital Transformation: The Technology Behind the Movement Treasury management is evolving thanks to the digital transformation of cash reporting and forecasting. Learn more in the blog. June 23, 2022Treasury Management
Keegan Chamberlin 8 Treasury KPIs to Demonstrate More Value to Leadership Learn about treasury KPIs (key performance indicators) that are critical to benchmark success and why your organization should measure treasury performance. June 3, 2022Treasury Management
Keegan Chamberlin The Case For Open Banking API Automation Learn how open banking APIs are empowering treasury to make cash operations more efficient and manageable. May 26, 2022Open Banking
Keegan Chamberlin Why Spreadsheets Are Holding Your Treasury Back Uncover 4 key reasons why spreadsheets are holding your treasury back from true cash flow visibility. May 12, 2022Treasury Management
Keegan Chamberlin Why You Should Consider Accessibility Within Cash Management By ensuring your automated cash management platform is accessible to these individuals, you can make it easier to share these rich insights across your entire organization. May 6, 2022Treasury Management
Keegan Chamberlin Top 3 Ways the Relationship Between Capital One and Trovata Can Enhance Your Organization’s Cash Management Learn about how Capital One will offer Trovata’s cash management platform to new and existing commercial clients. January 28, 2022Trovata News
Keegan Chamberlin AFP, NAFES, and Sage Transform 2021 Events Recap Major happenings and announcements that occurred during NAFES, AFP, and Sage Transform 2021! November 24, 2021Trovata News
Keegan Chamberlin Automate Your Data Management Processes with Open Banking APIs Open banking APIs are completely changing the way bank data collection and analysis is performed. November 19, 2021Open Banking
Keegan Chamberlin Top 4 Tips for Strengthening Your Cash Flow Management Strategy Discover how you can strengthen your cash flow management strategy with these top 4 tips in order to gain true visibility into your cash flow and position. November 10, 2021Cash Reporting
Keegan Chamberlin How Open Banking APIs Empower Your Organization with True Cash Visibility Learn how open banking APIs can empower your organization with true cash visibility by consolidating and normalizing your banking data into Trovata’s data lake. November 3, 2021Open Banking
Keegan Chamberlin Top 4 Ways Automated Cash Flow Management Empowers You with Incredible Insights Into Your Business Discover how automating your cash flow management can empower your organization with rich cash insights that propel your business forward. October 22, 2021Treasury Management
Keegan Chamberlin How Automated Cash Management Empowers You to Take Advantage of Growth Opportunities in Moments of Recovery Discover how automated cash management platforms empower treasurers to steer the business to calm waters during turbulence and capture opportunities their rivals miss. October 13, 2021Treasury Management
Keegan Chamberlin Achieving Real-Time Cash Visibility with Bank Data Consolidation & Normalization Best Practices Follow these bank consolidation and normalization best practices when digitizing your treasury. September 15, 2021Cash Reporting
Keegan Chamberlin How the COVID-19 Pandemic Demonstrated the Importance of Scenario Planning By performing scenario planning, you can ensure your organization is prepared for any disaster scenarios that arise, and has a strengthened cash management strategy that can take on the toughest unexpected challenges. September 8, 2021Cash Forecasting
Keegan Chamberlin How Transforming Your Treasury with a Single Source of Truth Empowers Real-Time Cash Visibility Discover how Treasury departments can gain real-time cash visibility by establishing a single source of truth for their data. August 31, 2021Treasury Management
Keegan Chamberlin The Imperative for Treasuries to Digitize Incredible technological advances have occurred within the treasury space in the last few years and it has empowered treasurers to better automate their cash reporting, analysis, and forecasting by establishing a single source of truth for their data. August 26, 2021Treasury Management
Keegan Chamberlin How to Fortify Your Liquidity Management Strategy Discover how you can fortify your liquidity management strategy to ensure that your business always has sufficient cash on hand to meet its obligations. August 19, 2021Treasury Management
Keegan Chamberlin How Digital Transformation Empowers Effective Strategic Planning & Analysis Drive accurate, data-driven decisions through the digital transformation of your cash management operations. August 13, 2021Digital Transformation
Keegan Chamberlin Evaluating Treasury Management Products Within Your Treasury Tech Stack Automated cash management has entered the competition arena and is reshaping the future of treasury management products. August 6, 2021Treasury Management
Keegan Chamberlin How Digital Transformation Empowers Efficient Data Management – Square’s Story Learn how company's like Square use Trovata's automated cash management platform to establish efficient data management. August 3, 2021Digital Transformation
Trovata Team Mastering the Top 3 Essentials of Treasury Management By mastering the top 3 essentials of treasury management, you ensure your treasury management strategy is executed flawlessly. July 27, 2021Treasury Management
Trovata Team How to Automate Treasury Asset Management See how automating treasury asset management with an automated cash management platform can improve your efficiency, save you money, and reduce costly errors. July 22, 2021Treasury Management
Trovata Team Breaking Free From Legacy Treasury Management Systems’ Limitations Read about the limits of treasury management systems and alternative options. July 20, 2021Digital Transformation
Trovata Team Top 4 Benefits From Digitally Transforming Your Treasury Discover how digital treasury management is transforming finance and treasury operations. July 15, 2021Digital Transformation
Trovata Team Treasury Management Products: 4 Keys to Better Insights Can treasury management products help you do a better job at cash management? Here are four ways to see if your system has what it takes. July 13, 2021Treasury Management
Trovata Team 5 Steps to Developing a Global Treasury Management Strategy Optimize global treasury management strategies through open banking APIs, analytics, and improved corporate governance. July 6, 2021Treasury Management
Trovata Team Navigating Corporate Treasury Management Get a handle on the basics of corporate treasury management: avoiding pitfalls of legacy treasury management systems and generating valuable insights for managing liquidity to fuel your company's growth. July 1, 2021Treasury Management
Trovata Team 5 Tips for Managing Cash Forecasts Manage your company’s cash forecasts with confidence with these 5 cash management best practices. June 29, 2021Cash Forecasting
Trovata Team What is Treasury Management? Limitations of treasury management systems and how open-banking platforms help through automation. June 24, 2021Treasury Management
Trovata Team Cash Flow Reporting for Small Businesses Learn how small business owners can fortify their cash flow reporting process with automation. June 4, 2021Cash Reporting
Keegan Chamberlin Leveraging Automation to Optimize Cash Management Cash management automation processes solve business problems and improve cash forecasting. Learn how it's done in this brief article. May 14, 2021Treasury Management
Trovata Team Automated Cash Management for Treasurers Learn how automated cash management saves time and improves record keeping, cash forecasting, compliance, data sharing, and treasury functions. May 12, 2021Treasury Management
Trovata Team Cash Flow Reporting: 3 Steps for Success Learn how to increase the accuracy and efficiency of your cash flow reporting process. May 10, 2021Cash Reporting
Trovata Team Cash Flow Reporting Basics Learn the cash flow reporting basics like, who should create cash flow reports, what is included in a cash flow report and how cash flow should be measured. April 29, 2021Cash Reporting
Trovata Team How to Create a Cash Flow Report Learn how to construct a cash flow statement, and what cash flow reports can reveal about an organization's long-term stability. April 27, 2021Cash Reporting
Trovata Team Cash Flow Analysis Tips to Help Grow the Bottom Line Learn how to measure and analyze cash flow data and why these insights are mission-critical to any organization. April 24, 2021Cash Reporting
Keegan Chamberlin Small Business Cash Flow Analysis: 10 Tips to Help You Save Learn how small business owners leverage cash flow analysis to improve the success of their organization. April 15, 2021Cash Reporting
Blake Mulligan Cash Flow Analysis – Understanding The Basics Determine how to measure and analyze cash flow data, and why these insights are mission critical to any organization. April 6, 2021Cash Reporting
Keegan Chamberlin 3 Tips to Improve Cash Flow Analysis Use these three tips to improve your cash flow analysis process. April 2, 2021Cash Reporting
Trovata Team Cash Flow Analysis: The Treasury Perspective Learn about the tools Treasurers can use to improve cash visibility, and strengthen cash flow analysis. March 22, 2021Cash Reporting
Trovata Team A Treasurer’s 4 Step Plan for Digital Transformation Here’s four steps Treasurers can follow as they begin their planning process for digital transformation. March 17, 2021Treasury Management
Trovata Team Avoid Stress During Month-End Close Learn how you can minimize the stress of month-end close. March 12, 2021Cash Reporting
Trovata Team Innovation Glossary – 7 Key Fintech Themes and Technologies As business leaders prepare for the unknown, here are seven key fintech themes and technologies that innovative companies like Square are using and investing in. February 19, 2021Digital Transformation
Trovata Team 3 Ways Technology Can Improve Cash Flow Analysis and Management Learn how you can leverage technology to improve your cash flow analysis. February 17, 2021Cash Reporting
Trovata Team Liquidity Risk Management Strategies for 2023 Learn how automation technology is improving the way modern treasurers approach liquidity risk management. February 12, 2021Treasury Management
Trovata Team Business Scenario Planning: 3 Steps to Build Resilience Automated business scenario planning can help increase data quality and help provide an edge over competitors. December 14, 2020Cash Forecasting
Trovata Team Treasury Management: Avoid Lengthy Implementation Treasury Executives are improving treasury management and avoiding lengthy TMS implementations with Trovata’s Automated Cash Management Platform. December 3, 2020Treasury Management
Trovata Team Work from Home: 3 Tips for Managing Telework How Team Trovata managed the transition to a fully remote, work from home culture during COVID-19. December 1, 2020Trovata News
Trovata Team Cash Management Tech: Natural Language Processing Natural Language Processing is improving cash management by making it easy to access and display data. November 18, 2020Treasury Management
Trovata Team Debt Crisis: Forecasting to Survive the Pandemic Leverage scenario planning to avoid a debt crisis and weather the economic uncertainty brought on by the pandemic. October 27, 2020Cash Forecasting
Trovata Team Digital Disruption as a CFO: Leading Digital Transformation Discover three key steps to leading a successful digital transformation in the age of digital disruption. September 30, 2020Digital Transformation
Trovata Team Enterprise Digital Transformation Enterprise digital transformation is providing business professionals with better, more efficient ways to work. September 30, 2020Digital Transformation
Trovata Team Cash Forecasting Techniques Overview: 4 Popular Approaches Interested in creating a forecast but not sure where to start? We've created an overview of four popular cash forecasting techniques. August 28, 2020Treasury Management
Trovata Team Cash Flow Management Tools Upgraded with Automation Financial digital transformation has ushered in a new set of cash flow management tools. This updated digital toolkit is allowing business professionals to automate much of their work. July 24, 2020Treasury Management
Trovata Team Treasury Management Systems & Tools Treasury management systems are evolving with AI and machine learning technology. Today's cash management systems can automate many Treasury tasks. May 11, 2020Treasury Management
Trovata Team Corporate Treasury – Digital Toolkit AI technology is revolutionizing corporate Treasury processes. The Treasury's updated toolkit includes APIs, AI and machine learning algorithms. May 1, 2020Treasury Management
Trovata Team Cash Flow Forecasts Explained Need help creating a cash flow forecast? We break down why you should have one, how to put it together and even provide a free cash forecast template. March 30, 2020Cash Forecasting
Trovata Team Excel Forecasts Are Holding You Back Excel forecasts and cash management processes are inefficient, time consuming and create cash visibility issues. But, automation can solve these issues. March 16, 2020Treasury Management
Trovata Team 5 Reasons for Daily Bank Reconciliation Daily bank reconciliation provides info on your business' cash position. Here are just 5 reasons to consider doing it - and how to cut down the time. February 24, 2020Cash Reporting
Trovata Team A Treasurer’s End-of-Year Checklist With our Treasurer's End of Year Checklist, Treasurers can stay on top of their end-of-year activities and still have time to enjoy the holidays. December 17, 2019Treasury Management
