Featured Why Trovata Acquired a TMS Here's the scoop on our acquisition of ATOM, the enterprise treasury management system developed by the team at Financial Sciences. Kalei White July 24, 2025Trovata News
Jason Mountford Introducing Trovata’s Notification Center: Proactive Treasury, Simplified This exciting new feature gives you a centralized, customizable hub to stay informed and act on what matters most, as soon as it happens. October 3, 2025Trovata News
Kalei White Trovata Welcomes New VP of Sales, Matt Bramson Learn more about Matt Bramson's finance and tech background, the opportunity he sees in Trovata, and his sales leadership philosophy. September 29, 2025Trovata News
Jason Mountford 5 Key Steps to Align Treasury and IT on Digital Transformation 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. September 2, 2025Trovata News
Nimisha Agarwal 3 Lessons From Personal Fitness That Helped Klaviyo’s VP of Treasury Succeed in Business What do weightlifting and treasury have in common? If you ask Stef Layne—VP of Treasury at Klaviyo—it’s more than you think. August 21, 2025Trovata News
Jason Mountford How to Maximize Value From a Bank Relationship Review or RFP In this article, we’ll explore how treasury teams can use a relationship review or RFP to not only optimize bank fees and services, but to modernize the way they connect and integrate with treasury ops. August 21, 2025Trovata News
Jason Mountford Why Stablecoins Could Fix Finance and Treasury’s Reconciliation Gap Stablecoins can fix the ERP–bank reconciliation gap by enabling instant settlement, attaching metadata to payments, and removing manual matching. This creates a unified data trail, improves cash visibility, and streamlines treasury operations. August 18, 2025Trovata News
Jason Mountford How Stablecoins Could Transform Treasury Liquidity Management Stablecoins are gaining traction as a new way to move money globally with greater speed, transparency and control. Read on to see why. August 6, 2025Trovata News
Jason Mountford Introducing Virtual Accounts in Trovata: More Accurate Balance Tracking, Less Manual Work Virtual Accounts are a new account type in Trovata that automatically calculate opening and closing ledger balances based on your existing transaction activity, with no separate balance uploads required. July 25, 2025Trovata News
Kalei White Why Trovata Acquired a TMS Here's the scoop on our acquisition of ATOM, the enterprise treasury management system developed by the team at Financial Sciences. July 24, 2025Trovata News
Jason Mountford Take the Lead: Treasury’s Roadmap for M&A Success For treasury professionals, M&A isn’t just a corporate event. It’s a stress test. Here's a playbook for managing treasury operations through integration and beyond. June 25, 2025Trovata News
Jason Mountford Growing Fast? Here’s How to Scale Treasury for Business Expansion Discover how to scale treasury operations efficiently during business growth. Improve cash visibility, forecasting, and control across entities and currencies. June 16, 2025Trovata News
Nimisha Agarwal How Stef Layne at Klaviyo Led 3 IPOs—and What Treasurers Need to Know Imagine it's almost time to IPO... instead of scrambling, here is what Treasury leaders can do to set up their company for success according to someone whose been there 3 times. May 28, 2025Trovata News
Jason Mountford Why Data Tagging is a Game-Changer for Treasury Teams See how data tagging helps treasury teams like Lemonade’s move faster with cleaner data, better reports, and smarter cash forecasting. April 8, 2025Trovata News
Tommy Crimi Treasury Tech Landscape 2025: Trovata vs. Legacy TMS and Newer Platforms Treasury teams now have more tools to choose from when building their tech stack than ever. How do the new ones compare? March 31, 2025Trovata News
Jason Mountford How Finance Leaders Can Better Engage with Shareholders Shareholders want clarity. They want a plan. And most of all, they want to see that the people at the helm are steering with confidence. March 31, 2025Trovata News
Jason Mountford Introducing Trovata’s New Home Page: A Smarter Way to Start Your Day With Trovata's new Home Page Experience, you get a personalized, data-driven dashboard designed to provide instant insights from the moment you log in. March 18, 2025Trovata News
Jason Mountford Cost Controls: How CFOs Can Cut Costs Without Halting Growth The natural response to financial pressure is often to cut costs aggressively. But the most effective CFOs know that cost control isn't just about cutting, it's about analyzing and prioritizing where to focus investment to maximize growth. March 13, 2025Trovata News
Jason Mountford How CFOs and Treasurers Can Better Deal With Global Trade Uncertainty Global trade is shifting. Learn how CFOs and treasurers can mitigate risks, strengthen liquidity, and build resilience amid trade uncertainty. March 2, 2025Trovata News
Jason Mountford Before You Submit That RFP for Treasury Software, Read This Before you submit that RFP for treasury software, step back and ask these fundamental questions. They might save you months of trouble! February 24, 2025Trovata News
Kalei White How Lemonade and Gibson Brands Transformed Treasury with Automated Transaction Tagging Still spending hours manually tagging transactions across multiple bank accounts and currencies? Learn how treasury teams at Lemonade and Gibson Brands automated their processes with Trovata. February 7, 2025Trovata News
Jason Mountford Why Early Adopters of Treasury Technology Are Winning Discover how early adopters of treasury tech gain efficiency, cut costs, and drive growth. December 18, 2024Trovata News
Jason Mountford 9 Treasury Management Challenges, Trends, and Opportunities for 2025 Discover strategies for treasurers to navigate rising global tensions with confidence. December 13, 2024Trovata News
Jason Mountford How Treasurers Can Deal With Rising Global Tensions Discover strategies for treasurers to navigate rising global tensions with confidence. December 6, 2024Trovata News
Jason Mountford How Private Equity Can Increase Efficiency and Improve Returns with Modern Treasury Technology Explore how CFOs can build a data-driven foundation for transformation, and where to focus time and resources to accelerate ROI on tech investments. November 27, 2024Trovata News
Jason Mountford The CFO’s Role in Digital Transformation: Accelerating ROI Explore how CFOs can build a data-driven foundation for transformation, and where to focus time and resources to accelerate ROI on tech investments. November 12, 2024Trovata News
Jason Mountford Data Accuracy in Treasury: The Key to Scalable Digital Transformation Learn effective data practices, steps for clean financial data, and the impact improved data accuracy in treasury has on digital transformation. November 4, 2024Trovata News
Sergio Garcia 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. November 4, 2024Trovata News
Jason Mountford Treasury 4.0: How Treasurers Can Lead the Charge in Digital Transformation Discover the technologies helping treasury teams achieve Treasury 4.0 and how to lead the charge in digital transformation. November 1, 2024Trovata News
Jason Mountford Becoming a Digital Treasurer: Skills and Tools You Need to Stay Ahead Learn essential skills and tools to become a digital treasurer, and the key technologies that are shaping the future of treasury management. October 21, 2024Trovata News
Sergio Garcia The Best Time of Year to Purchase Treasury Software Explore why the start of the year is the ideal time to purchase treasury software, how to leverage seasonal business trends to streamline implementation, and what key factors to consider when selecting the right platform for your organization. October 11, 2024Trovata News
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, 2024Trovata News
Jason Mountford How Treasurers Can Improve Operations Through Data Learn how to improve treasury operations by optimizing bank connectivity through APIs. Gain richer transaction data, leading to improved decision-making and streamlined operations. September 27, 2024Trovata News
Sergio Garcia 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. September 25, 2024Trovata News
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, 2024Trovata News
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, 2024Trovata News
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, 2024Trovata News
Jason Mountford Navigating Recession Fears: The Treasury and Finance Game Plan in Uncertain Times Amidst a surge in market volatility and recession fears, explore key steps finance teams need to prioritize to be prepared for the uncertainty ahead. August 9, 2024Trovata News
Sergio Garcia What is Tech Debt and How Can Treasurers Break Free? Is your treasury team hindered by tech debt? Explore how treasurers can break free from the shackles of tech debt with modern solutions. August 2, 2024Trovata News
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, 2024Trovata News
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, 2024Trovata News
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, 2024Trovata News
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, 2024Trovata News
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, 2024Trovata News
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, 2024Trovata News
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, 2024Trovata News
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, 2024Trovata News
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, 2024Trovata News
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, 2024Trovata News
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, 2024Trovata News
Jason Mountford 6 Essential Solutions for a Modern Finance Tech Stack Explore some of the most important technologies that every finance team should be looking to implement to build a modern finance tech stack. April 26, 2024Trovata News
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, 2024Trovata News
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, 2024Trovata News
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, 2024Trovata News
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, 2024Trovata News
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, 2024Trovata News
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, 2024Trovata News
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, 2024Trovata News
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, 2024Trovata News
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, 2024Trovata News
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, 2024Trovata News
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, 2024Trovata News
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, 2024Trovata News
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, 2024Trovata News
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, 2024Trovata News
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, 2024Trovata News
Sergio Garcia The Treasurer’s Cheat Sheet to Digital Transformation Learn how to get started with treasury digital transformation and how to leverage APIs and AI to automate accurate reporting and forecasting. February 2, 2024Trovata News
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, 2024Trovata News
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, 2024Trovata News
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, 2024Trovata News
Sergio Garcia Top 10 Merger and Acquisition 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, 2024Trovata News
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, 2023Trovata News
Sergio Garcia Employee Spotlight: Meet Trovata’s CFO, Catrina Zhang Get to know Trovata's world-class team of finance experts with this employee spotlight of our Chief Financial Officer, Catrina Zhang. December 8, 2023Trovata News
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, 2023Trovata News
Sergio Garcia Identifying and Managing Mergers and Acquisitions Risks Identifying and Managing Mergers and Acquisitions Risks December 1, 2023Trovata News
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, 2023Trovata News
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, 2023Trovata News
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, 2023Trovata News
Sergio Garcia Navigating Economic Uncertainty: The Transformative Role of Treasury Technology in Finance Learn how AI is reshaping treasury operations and mitigating risks amidst economic fluctuations. November 17, 2023Trovata News
Sergio Garcia Employee Spotlight: Meet Trovata’s Enterprise Treasury Lead, Paul Bramwell Get to know Trovata's world-class team of treasury experts with this employee spotlight of our Enterprise Treasury Lead, Paul Bramwell. November 13, 2023Trovata News
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, 2023Trovata News
Sergio Garcia 4 Things We Learned From AFP 2023 AFP's annual conference explored the rapid transformation happening in finance. We compiled the top 4 things we learned at AFP 2023. November 3, 2023Trovata News
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, 2023Trovata News
Jason Mountford 4 Essentials to Digitally Transform Your Treasury Operations Learn 4 must have solutions to digitally transform treasury operations and have broader strategic impact on driving growth. October 27, 2023Trovata News
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, 2023Trovata News
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, 2023Trovata News
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, 2023Trovata News
Jason Mountford Don’t Get Left Behind – 59% of Executives Plan To Increase Tech Investment in Next 12 Months Discover how tech investments can transform your business in a post-pandemic world. Explore API, Cloud, AI, and scenario planning for growth in our latest article. September 21, 2023Trovata News
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, 2023Trovata News
Kalei White Master Your Org’s Financial Health with the Cash Conversion Cycle The Cash Conversion Cycle measures a company’s efficiency in managing capital. Our platform simplifies CCC calculation, enabling better cash flow management. Are you familiar with the Cash Conversion Cycle (CCC)? This key metric can be a game changer for your business operations, as it measures the efficiency of your capital management. Understanding and mastering your […] September 5, 2023Trovata News
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, 2023Trovata News
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, 2023Trovata News
Kalei White Trovata AI: How Do I Know It’s Accurate and Secure? In finance, there's no room for error. Let's look at the inner workings of Trovata AI to see how it's accurate, yet private. Not to mention, scalable. July 26, 2023AI & ML
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, 2023Trovata News
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, 2023Trovata News
Kalei White Business Resilience Demands A Strong Cash Culture – Does Yours Stack Up? We’re living in uncertain, dare I say it, crazy times that demand companies become more robust and prepared for any scenario that could arise. We’ve learned this all too well since COVID-19. A cash culture can help. But, what do I mean exactly by a “cash culture?” A company with a cash culture or a […] July 18, 2023Trovata News
Jason Mountford How Automation Boosts Commercial Real Estate Cash Management Achieving cash visibility is critical for any type of business. It allows you to optimize resource allocation and seize strategic opportunities, among other benefits. The more complicated the business, however, the more out-of-reach cash visibility can seem. If you work in commercial real estate, you probably know what we mean. Commercial real estate (CRE) companies […] July 14, 2023Trovata News
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, 2023Trovata News
Kalei White 8 Ways Manufacturers Can Improve Cash Flow in Today’s Market To improve cash flow, manufacturing businesses can adjust pricing, sell off excess inventory, embrace digital transformation, and more. June 23, 2023Trovata News
Kalei White 8 Tips to Optimize Cash Flow Management and Future-Proof Your Business Improve collections processes, reduce costs, utilize cash management tech, and other tips on optimizing cash flow management. June 20, 2023Trovata News
Joseph Drambarean, Trovata CPO The Promise & Opportunity of Open Banking The developments of open banking, benefits for consumers and businesses and how it helps usher in real-time payments and other key benefits. May 25, 2023Trovata News
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, 2023Trovata News
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, 2023Trovata News
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, 2023AI & ML
Jason Mountford Automated Cash Flow Analysis: What’s Under the Iceberg? In this blog post, learn about the importance of cash flow analysis, how it's done, and why modern teams automate it for best results. May 2, 2023Trovata News
Kalei White How to Streamline Your Company’s Multibank Cash Management in 2025 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, 2023Trovata News
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, 2023Trovata News
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, 2023Trovata News
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, 2023Trovata News
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, 2023Trovata News
Kalei White 5 Top Fintech Podcasts to Stream in 2023 Looking for the top fintech podcasts to stay up-to-date on the latest and greatest and cut through the noise? We got you covered. April 10, 2023Trovata News
Kalei White Trovata Wins Best FinTech Startup in 2023 Award By FinTech Breakthrough Trovata's been awarded “Best FinTech Startup” in the seventh annual FinTech Breakthrough Awards program by FinTech Breakthrough. March 23, 2023Trovata News
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, 2023Trovata News
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, 2023Trovata News
Joseph Drambarean, Trovata CPO The Startup Recession Survival Guide For startups, the difference between 2021 and 2023 is like night and day. Here are six ways you can survive - even thrive during a recession. February 21, 2023Trovata News
Kalei White Deciding Between a Legacy TMS, Next-Gen Treasury 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, 2023Trovata News
Kalei White Treasury Risk Management: Strategies + Best Practices Treasury risk management is a time honored method of maximizing capital and minimizing risk. February 8, 2023Trovata News
Trovata Team How to De-Risk Your Business as a Startup Founder in Today’s Economy Times are changing, and it’s no secret that the current economic downturn is taking a toll on startups. Here are 4 ways to de-risk your business. February 2, 2023Trovata News
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, 2023Trovata News
Kalei White How CFOs Can Unlock Millions in Cash Flow with Better Data Big data can enable CFOs to make successful decisions, better manage and analyze cash flow, scenario plan, and even thrive in an economic downturn. January 31, 2023Trovata News
Gregory 5 Ways to Improve Month-End Close Using Trovata Learn how Trovata's reports, general ledger mapping with tags, reconciliation, cash flow forecasting, and filters can streamline month-end close. January 24, 2023Trovata News
Kevin Bell Healthcare Financial Management: Everything You Need to Know Healthcare financial management includes reducing risk, ensuring a healthy cash flow, and finding the best investments for your organization. Let's take a closer look! January 24, 2023Trovata News
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, 2023Bank Connectivity
Kalei White How Managing Ecommerce Cash Flow Ensures Your Success What is ecommerce cash flow? Even if you're having a good month, you could be losing money without realizing it. Here's how to stay on top of it! December 27, 2022Trovata News
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, 2022Trovata News
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
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, 2022Trovata News
Trovata Team Cash Flow Management: The Benefits of a Data-Led Mindset Read about 4 key benefits of managing your cash with a data-led mindset and steps for implementation. November 3, 2022Trovata News
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, 2022Trovata News
Keegan Chamberlin Top 5 Treasury Tech Trends To Know Discover the leading treasury technology trends to better accomplish your strategic objectives. October 3, 2022Trovata News
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, 2022Trovata News
Keegan Chamberlin Treasury Technology: Evaluating What’s New Learn about recent advancements in treasury technology and how you can benefit. September 23, 2022Trovata News
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, 2022Trovata News
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, 2022Trovata News
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, 2022Trovata News
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, 2022Trovata News
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, 2022Trovata News
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, 2022Trovata News
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, 2022Trovata News
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, 2022Trovata News
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, 2022Trovata News
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, 2022Trovata News
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, 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
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, 2022Trovata News
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, 2022Trovata News
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, 2022Trovata News
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 Automate Your Reconciliation Process Within Sage Banking Service with Trovata API Bank Connector™ Get one step closer to true bank data aggregation with Trovata's integration within Sage Banking Service. January 21, 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 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, 2021Trovata News
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, 2021Trovata News
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, 2021Trovata News
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, 2021Trovata News
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, 2021Trovata News
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, 2021Trovata News
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, 2021Trovata News
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, 2021Trovata News
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, 2021Trovata News
Keegan Chamberlin How Treasurers Can Empower Efficient Data Management with Automated Cash Management By digitizing your cash management, you can begin to automate and simplify your cash management processes and establish an efficient data management system. July 29, 2021Trovata News
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, 2021Trovata News
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, 2021Trovata News
Trovata Team Breaking Free From Legacy Treasury Management Systems’ Limitations Read about the limits of treasury management systems and alternative options. July 20, 2021Trovata News
Trovata Team Top 4 Benefits From Digitally Transforming Your Treasury Discover how digital treasury management is transforming finance and treasury operations. July 15, 2021Trovata News
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, 2021Trovata News
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, 2021Trovata News
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, 2021Trovata News
Trovata Team What is Treasury Management? Limitations of treasury management systems and how open-banking platforms help through automation. June 24, 2021Trovata News
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, 2021Trovata News
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, 2021Trovata News
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, 2021Trovata News
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, 2021Trovata News
Trovata Team Automated Cash Flow Analytics Tools Driving Treasury 4.0 In financial services, Treasury management is a recent beneficiary of digital transformation solutions to automate time-consuming processes. April 22, 2021Trovata News
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, 2021Trovata News
Trovata Team Cash Flow Analysis in the Future: More APIs, Less BAIs Discover how APIs and artificial intelligence are eliminating use of SWIFT and BAI files, providing finance professionals with timely, high quality cash insights. April 8, 2021Trovata News
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, 2021Trovata News
Keegan Chamberlin 3 Tips to Improve Cash Flow Analysis Use these three tips to improve your cash flow analysis process. April 2, 2021Trovata News
Trovata Team Women in Technology: Flora Gershwin As Women's History Month comes to a close, we are highlighting three Trovata team members for our Women in Technology series. Today we cast the spotlight on our Director of Client Success, Flora Gershwin. March 29, 2021Trovata News
Trovata Team Women in Technology: Courtney Bell As Women's History Month comes to a close, we are highlighting three Trovata team members for our Women in Technology series. Today we cast the spotlight on Senior Software Engineer, Courtney Bell. March 26, 2021Trovata News
Trovata Team How Can Controllers Use Technology to Conduct Cash Flow Analysis? How today’s Controllers and Financial Professionals can use technology for cash flow analysis. March 24, 2021Trovata News
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, 2021Trovata News
Trovata Team How Technology Helps Leaders Drive Digital Transformation Learn how digital transformation can help treasury leaders improve efficiency and accuracy of reporting. March 19, 2021Trovata News
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, 2021Trovata News
Trovata Team Avoid Stress During Month-End Close Learn how you can minimize the stress of month-end close. March 12, 2021Trovata News
Trovata Team Trovata Spotlight: Jelani Vassall, Program Manager for User Experience Trovata wouldn't be what it is without the work of our incredible team. This week, we highlight our all-star Program Manager for User Experience, Jelani Vassall. February 24, 2021Trovata News
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, 2021Trovata News
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, 2021Trovata News
Trovata Team Liquidity Risk Management Strategies for 2023 Learn how automation technology is improving the way modern treasurers approach liquidity risk management. February 12, 2021Trovata News
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, 2020Trovata News
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, 2020Trovata News
Trovata Team Digital Strategy: Digital Transformation During COVID How to create a digital strategy, and take advantage of financial digital transformation amid a pandemic. October 27, 2020Trovata News
Trovata Team Enterprise Digital Transformation Enterprise digital transformation is providing business professionals with better, more efficient ways to work. September 30, 2020Trovata News
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, 2020Trovata News
Trovata Team Trovata, ICD Unlock Data and Power Decision-Making for Cash Forecasting, Short-Term Investing Trovata, ICD Launch Integrated Corporate Treasury Workflow with Bandwidth, Inc. August 25, 2020Trovata News
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, 2020Trovata News
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, 2020Trovata News
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, 2020Trovata News
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, 2020Trovata News
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, 2020Trovata News
Trovata Team Digital Controllership – Controllers Lead Digitization Digital Controllership - Controllers are Leading Digitization. The role of the Controller is expanding to include digital transformation. February 19, 2020Trovata News
Trovata Team Financial Digital Transformation, Explained Financial digital transformation is here and shaking up cash management processes. Learn more about how the digital wave is sweeping over the business world. January 24, 2020Trovata News
Trovata Team Year-End Close Checklist – Shorten with Automation Learn how Trovata can automate many of the tasks on your year-end close checklist, and make all of your tedious, manual calculations disappear. January 19, 2020Trovata News
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, 2019Trovata News
Trovata Team Financial Controller – 4 New Year’s Resolutions Are you a financial controller? Here are 4 New Years resolutions to help pave the way to your long term goals. December 17, 2019Trovata News
Trovata Team Corporate Controllers – 8 Great Reads Corporate Controllers, here are 8 great reads to help you maximize your downtime this weekend. November 29, 2019Trovata News
Trovata Team Announcing Expansion of Our Senior Team and Launch of Our Mobile App for Multi-Bank Cash Reporting Trovata, a leader in open banking and automated cash management, announced today that it expanded its senior leadership team and released an iOS mobile app July 4, 2019Trovata News
Trovata Team Announcing $5.5M Funding Round and New Directors This morning, we announced that FINTOP Capital and JPMorgan Chase lead a $5.5M round of funding to help bring Trovata to businesses around the country. April 30, 2019Trovata News
Trovata Team Automated Cash Positioning: How To Do It Plus Tools The world is speeding up. Automated cash positioning tools are giving business the ability to consume real-time cash insights and automate manual workflows. March 28, 2019Trovata News
Trovata Team Trovata Announces Key Hires and New Office! We are excited to announce two additions to the Trovata Executive Team. March 21, 2019Trovata News
