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AI & ML
A Framework For Finding The AI Automation Candidates Inside Your Treasury Workflow
Most treasury teams have 5 to 15 workflows ready for AI agents. Use this five-step framework to find them, rank them, and scope your first in an hour.
Kara Hartnett
AI Governance For Finance Leaders: A Practical Framework
AI governance for finance is now an audit committee question. A five-pillar framework that finance leaders can put into practice.
Kara Hartnett
5 Ways to Use Claude Cowork for Corporate Treasury
How corporate treasury teams should use Claude Cowork: five high-impact workflows, the data foundation it needs, and where Trovata AI Agents go further.
Jason Mountford
Bank Connectivity
ISO 20022 Migration Is Done for Banks, Not Treasury
Banks finished the ISO 20022 migration in 2025. Most treasury teams haven't. See what camt.053 changes and how to collect the richer bank data now.
Jason Mountford
Real-Time Cash Visibility: How An API-First TMS Sees Global Cash As It Moves
Real-time cash visibility means seeing global cash across every bank as it moves. See how an API-first TMS delivers it, with a customer proof point.
Kara Hartnett
6 Treasury Trends Defining 2026
Economic fragmentation, geopolitical risk, and AI are reshaping treasury. Learn the six trends defining how teams operate and stay resilient in 2026.
Jason Mountford
Buying Guides
Cloud-Native Treasury: Why the Architecture Underneath Your TMS Matters
Cloud-hosted and cloud-native treasury systems are not the same thing. Why the architecture underneath a cloud treasury management system decides its value.
Kara Hartnett
Why TMS Implementations Really Fail and What Support Has to Do With It
Most TMS implementations stall on connectivity and adoption, not features. What ongoing support and partnership look like when they work.
Kara Hartnett
Treasury Software Should Fit Your Business, Not the Other Way Around
Legacy treasury systems force teams to adopt the vendor's workflow. Why configurability, not customization, is the trait to evaluate in treasury software.
Kara Hartnett
Cash Forecasting
Your January Forecast Didn't Survive H1. Here's the Rolling Reset H2 Demands.
Goldman and JPMorgan's 2026 dollar calls didn't hold, and neither did most annual plans. See the rolling forecast reset treasury needs for H2 2026.
Jason Mountford
The Data Says Treasurers Are Moving Out the Curve. Is Your Forecasting Ready For It?
Treasurers are moving out the yield curve at the fastest pace since 2022. Strong treasury cash forecasting is what makes duration decisions defensible.
Jason Mountford
Cash Forecast Automation: How to Build the ROI Case
Automate your cash forecast with a 4-step framework and ROI model—cut manual work 50–60%, improve accuracy, and build a CFO-ready business case.
Jason Mountford
Payments
How to Build a Corporate Treasury Policy for Digital Assets
Build a corporate treasury policy for digital assets. Learn stablecoin controls, governance frameworks, and how to manage risk, custody, and reporting.
Jason Mountford
How Treasurers are Transforming the Gig Economy with Real-Time Payments
Discover how real-time payments delivers transformative value for treasurers operating in gig marketplace companies.
Sergio.Garcia
The Best Way to Manage Payments Through a One-Stop Shop for Treasury
Discover 7 essential tools that simplify corporate payments for treasurers and eliminate the need to log into multiple bank portals.
Jason Mountford
Reporting & Analysis
Multi-Currency Cash Management: How Global Treasury Teams Tame Complexity
Multi-currency cash management is a data problem before it is an FX problem. How global treasury teams build one real cash position across currencies.
Kara Hartnett
FX Risk Management in a Weak Dollar Year: What Treasurers Should Do Now
The dollar is near multi-year lows. See how treasury teams sharpen FX risk management with real-time exposure visibility and better hedge decisions.
Jason Mountford
Five Things Every Treasurer Should Have on Their Agenda for 2026
The five treasury priorities that matter most for the rest of 2026: scenario planning, real-time cash visibility, FX risk, AI cost, and stablecoins.
Jason Mountford
Stablecoin
Stablecoin Custody and Counterparty Risk: What Corporate Treasurers Need to Know
How corporate treasurers should evaluate stablecoin custody, counterparty risk, and issuer diligence — with lessons from Prime Trust and the qualified custodian shift.
Jason Mountford
Stablecoins, Treasury, and The Future of Cross-Border Payments
Stablecoins and real-time data are transforming cross-border payments, giving treasurers faster, cheaper, and more transparent transactions.
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.
Jason Mountford
Trovata News
Trovata Welcomes Steven Parsons, TMS Product Specialist for Bank Fee Analysis & Bank Account Management
We’re excited to welcome Steven Parsons as a TMS Product Specialist focused on Bank Fee Analysis (BFA) and Bank Account Management (BAM)
Kalei White
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.
Jason Mountford
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.
Kalei White
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