Book Meeting

Your Cash Operations 
with Trovata

Trovata aggregates and normalizes your bank data across all your banking institutions for one complete cash picture.

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Rapid Time to Value

Onboarding in weeks, not months, with no IT resources required. Direct bank connections are pre-built and maintained by Trovata.

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Cash Reporting

Never scramble for a report again. Easily search cash flow by functional type with API-integrated bank data and spot trends.

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Cash Forecasting

With Trovata you have the ability to drill down, and forecast for subsidiaries individually. This allows you to truly analyze, monitor and plan for each business at its specific level.

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Cash Flow Analysis

Trovata provides tools that enable you to better manage, visualize and analyze data. This enables you to make fast, precise and informed business decisions.


For the Event

The Association for Financial Professionals (AFP) is a professional society based in Washington, D.C. that is committed to advancing the success of treasury and finance professionals and their organizations.

As the certifying body in treasury and finance, the Association for Financial Professionals (AFP) founded and administers the Certified Treasury Professional (CTP) and Certified Corporate Financial Planning and Analysis Professional (FPAC) credentials, which act as the global standard of excellence in treasury and finance.

The Association for Financial Professionals (AFP) hosts the largest annual networking conference worldwide for more than 7,000 corporate financial professionals.

Meet the Top Fintech Experts in the industry at this immersive 3–day event
The Future of Treasury & Finance:

Events to Attend

Treasury APIs And Real-Time Implementations: 'Real' Case Studies

October 23,2023 | 1:45- 2:45 PM PST

Hear from industry giant and Trovata client, Bosch, as their VP of North America Treasury, Michael McKenna, explores how to implement successful treasury APIs.

This panel explores:

  • Scenarios on how to implement successful treasury APIs in an environment where lack of aggregation and regulation limit broader adoption
  • The architecture of how integration is accomplished
  • Allows treasury teams to hold onto money for longer while saving thousands of dollars by switching to RTP


Co-hosted by Trovata & Morgan Money

Monday, October 23, 2023
2:45-3:30 PM PST | Booth #708

Join us during the show at the Trovata Booth for a happy hour.

have an ipa

Disrupting the Status Quo with API-based Payments

October 24, 2023 | 10:30- 11:30 AM PST | Ballroom 20BC

Up until now, payment processes have been fragmented and costly. Blame it on the different systems, processes, and standards businesses use to pay and get paid. However, thanks to new innovations in payment technology, they don’t have to be. In this panel discussion, moderated by J.P. Morgan’s Ray Nazloomian, Head of Payments Innovation & Fintech Partnerships, hear from thought leaders from the treasury team of Block (formerly Square), along with Trovata, a fintech leader
pioneering API bank connectivity. 

In this session, you’ll learn about how open banking APIs:

  • Automate payment processing directly via your bank without IT support
  • Eliminates third-party fees and financial intermediaries
  • Allows treasury teams to hold onto money for longer while saving thousands of dollars by switching to RTP

Raymond Nazloomian

Executive Director – Innovation, Partnerships, Corporate Development,
J.P. Morgan Chase


Mark Brogna

Treasury Recon & Analytics Lead, Block

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Brett Turner

CEO & Founder,  Trovata

Addressing A/P And A/R Pain Points In The Digital Age

October 24,2023 | 2:00- 3:00 PM PST

Constantly challenged to keep up with the ever-evolving virtual world, businesses face greater pressures to replace legacy treasury systems and paper-based processes with efficient, automated ones. 

During this panel, you’ll learn: 

  • Best practices and use cases to integrate modern technologies into end-to-end workflows 
  • How to improve AP management with Straight-Through-Processing and the potential of InstantPay and Real-Time Payment (RTP) rails
  • The potential of digitization to accelerate accounts payable and accounts receivable processes

Conference Location

San Diego Convention Center  |  111 W. Harbor Drive  |  San Diego, CA 92101

Won't be at AFP 2023?

Schedule time to meet with a cash automation expert at Trovata to learn how you can reduce manual cash processing, streamline reporting and forecasting all with real-time cash data.