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HomeResourcesGuides

Guides

Deciding Between a TMS, a Cash Flow Management Platform, and the Rest
Guide
Deciding Between a TMS, a Cash Flow Management Platform, and the Rest
Trying to choose between a TMS and other modern cash flow management tools? Learn about key differences between them as well as other alternatives so you can be confident about your treasury management processes.
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The Startup Recession Survival Guide
Guide
The Startup Recession Survival Guide
In this guide, we’ll uncover the six most essential ways your startup can survive—even thrive—during a recession.
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A Startup CFO's Guide to Digital Transformation
Guide
A Startup CFO's Guide to Digital Transformation
As the CFO of a startup, discover how digital transformation can help you make more informed, data-backed decisions.
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The Essential Startup Cash Forecasting and Reporting Guide
Guide
The Essential Startup Cash Forecasting and Reporting Guide
Access cash reporting and forecasting best practices to better monitor your startup’s health.
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The CFO’s Playbook for Driving Growth Despite Market Volatility
Guide
The CFO’s Playbook for Driving Growth Despite Market Volatility
Discover 5 steps CFOs can take to drive growth despite uncertain market conditions.
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The Ultimate Guide To Scaling Treasury At High-Growth Companies
Guide
The Ultimate Guide To Scaling Treasury At High-Growth Companies
How can treasury scale at high-growth companies? Download the guide to learn how automation drives cash management efficiency.
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Treasury Management 101: 5 Benefits of Digitization
Guide
Treasury Management 101: 5 Benefits of Digitization
Still manually handling your treasury operations? Learn how digitization can impact your treasury management and wider organization.
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Treasury Management 101: Crafting An Agile Strategy In 6 Weeks
Guide
Treasury Management 101: Crafting An Agile Strategy In 6 Weeks
Learn how to craft an agile treasury management strategy in less than 6 weeks that enables your organization with a single source of truth for all cash data.
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5 Keys to Successful Treasury Management
Guide
5 Keys to Successful Treasury Management
What makes a successful treasury management strategy? Download the guide for 5 characteristics of a forward-looking treasury strategy.
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How Spreadsheets Are Holding Your Treasury Back
Guide
How Spreadsheets Are Holding Your Treasury Back
How many hours does your treasury team spend in spreadsheets? Read this guide for a more efficient way to manage your cash flow.
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Top 10 Cash Forecasting Best Practices to Improve Accuracy
Guide
Top 10 Cash Forecasting Best Practices to Improve Accuracy
Uncover cash forecasting best practices that will help you build and maintain your most accurate forecast yet.
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How Banking APIs Are Revolutionizing Payments
Guide
How Banking APIs Are Revolutionizing Payments
Access key insights into how bank APIs empower you to initiate payments in one platform without logging into multiple banking portals or pay third party fees.
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13-Week Cash Forecasting Guide
Guide
13-Week Cash Forecasting Guide
Gain best practices on cash reporting and forecasting and details on how you can increase your treasury's efficiency through an automated cash management platform.
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The Essential Treasury Reporting and Forecasting Guide
Guide
The Essential Treasury Reporting and Forecasting Guide
Download the Essential Treasury Reporting and Forecasting Guide to learn how to increase the efficiency of your treasury operations with best-in-class reports and cash management operations.
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The Cash Management Playbook
Guide
The Cash Management Playbook
Download the Cash Management Playbook to learn how to simplify and automate your tedious data collection and normalization processes.
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The Cash Imperative
Guide
The Cash Imperative
Discover how modern technology can empower your treasury operations to reach its full potential by automating the consolidation and normalization of your bank data, cash reporting, and cash forecasting.
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Digital Implementation Checklist for Finance Executives
Guide
Digital Implementation Checklist for Finance Executives
Start controlling your financial narrative with a Digital Implementation Plan to help you find and implement a real-time data platform that can quickly help your team.
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Digital Implementation Checklist for Treasurers
Guide
Digital Implementation Checklist for Treasurers
Start controlling your financial narrative with your personal Digital Implementation Checklist that will help you find and implement a platform to quickly help your team.
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Digital Implementation Checklist for Finance Professionals
Guide
Digital Implementation Checklist for Finance Professionals
Start controlling your financial narrative and download our Digital Implementation Checklist to help you find and implement a platform that can quickly help your team.
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Building Tomorrow's Treasury
Guide
Building Tomorrow's Treasury
Trovata polled Treasurers from around the world to learn how they are thinking about and planning for digital transformation at their companies.
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Square and Trovata Discuss Changing the Treasury Landscape
Guide
Square and Trovata Discuss Changing the Treasury Landscape
Learn how Square and Trovata's partnership is revolutionizing the Treasury Landscape.
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Treasurer's Guide to Digital Transformation
Guide
Treasurer's Guide to Digital Transformation
Learn how to enable digital transformation in your department with our Treasurer's Guide to Digital Transformation.
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Accounting Automation Guide
Guide
Accounting Automation Guide
Learn how to embrace digital transformation in the Accounting department with our Guide to Accounting Automation.
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A Strategic CFO's Guide to Financial Digital Transformation
Guide
A Strategic CFO's Guide to Financial Digital Transformation
CFOs are expected to lead financial digital transformation. Download this guide to receive a blueprint of how to implement digital transformation in your organization.
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Guide to Automating Cash Forecasting
Guide
Guide to Automating Cash Forecasting
Technology is evolving at lightning speed. This can make it difficult to keep up with the ever-changing digital trends.
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A Strategic Controller's Guide to Digital Transformation
Guide
A Strategic Controller's Guide to Digital Transformation
Controllers, in the age of digital transformation, you are uniquely positioned to transform your role and drive change in your department.
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Open Banking: 5 Steps Treasurers Should Be Taking Today
Guide
Open Banking: 5 Steps Treasurers Should Be Taking Today
Times are changing and the role of a Treasure is quickly evolving.
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A Finance Professional's Guide to Modern Cash Management Tools
Guide
A Finance Professional's Guide to Modern Cash Management Tools
With the introduction of open-banking, a new breed of modern cash management tools was born.
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