Guides

Evaluating Treasury Software: The Features You Need & Pitfalls to Avoid

Evaluating Treasury Software: The Features You Need & Pitfalls to Avoid

Download the guide for everything you need to know when evaluating treasury software.

What CFOs Need to Ask Before Approving New Finance Tech

What CFOs Need to Ask Before Approving New Finance Tech

Discover essential questions that every CFO should ask before approving new finance technology. Equip yourself with the tools to make impactful technology choices that maximize your return on investment.

Optimizing Bank Connectivity for Treasurers: Unlocking Efficiency and Real-Time Visibility

Optimizing Bank Connectivity for Treasurers: Unlocking Efficiency and Real-Time Visibility

Explore how reshaping connectivity across your bank mix with modern connection methods can unlock a new level of efficiency, and enable real-time visibility into cash flow.

Treasury Management Trends: How Lean Teams Can Thrive Amidst Uncertainty

Treasury Management Trends: How Lean Teams Can Thrive Amidst Uncertainty

Explore the latest treasury management trends to optimize cash flow, mitigate risks, and find new opportunities for growth.

The Treasurer's Toolkit for Centralized Multi-Entity Finance

The Treasurer's Toolkit for Centralized Multi-Entity Finance

Discover new solutions that will help you regain control, centralize data, get real-time insights, and seamlessly navigate the maze of multi-entity finance.

Mastering the New Role of Treasury: Achieving Strategic Partnership Through Tech

Mastering the New Role of Treasury: Achieving Strategic Partnership Through Tech

Learn which emerging technologies have practical applications for modern treasurers and how you can incorporate them into your process.

The Finance Professional’s Guide to AI, ML, and ChatGPT

The Finance Professional’s Guide to AI, ML, and ChatGPT

After the launch of ChatGPT, AI tools for finance are only going to get smarter. Read our guide to learn how and what you can do today.

Deciding Between a Legacy TMS, a Cash Flow Management Platform, and the Rest

Deciding Between a Legacy 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.

The Startup Recession Survival 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.

A Startup CFO's Guide to Digital Transformation

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.

The Essential Startup Cash Forecasting and Reporting Guide

The Essential Startup Cash Forecasting and Reporting Guide

Access cash reporting and forecasting best practices to better monitor your startup’s health.

The CFO's Playbook to Drive Agility and Achieve Real-Time Treasury

The CFO's Playbook to Drive Agility and Achieve Real-Time Treasury

Discover 5 steps CFOs can take to drive growth despite uncertain market conditions.

The Ultimate Guide To Scaling Treasury At High-Growth Companies

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.

Treasury Management 101: 5 Benefits of Digitization

Treasury Management 101: 5 Benefits of Digitization

Still manually handling your treasury operations? Learn how digitization can impact your treasury management and wider organization.

Treasury Management 101: Crafting An Agile Strategy In 6 Weeks

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.

5 Keys to Successful Treasury Management

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.

How Spreadsheets Are Holding Your Treasury Back

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.

10 Ways to Increase Cash Forecasting Accuracy

10 Ways to Increase Cash Forecasting Accuracy

Uncover cash forecasting best practices that will help you build and maintain your most accurate forecast yet.

How Banking APIs Are Revolutionizing Payments

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.

13-Week Cash Forecasting 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.

The Essential Treasury Reporting and Forecasting 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.

The Cash Management Playbook

The Cash Management Playbook

Download the Cash Management Playbook to learn how to simplify and automate your tedious data collection and normalization processes.

The Cash Imperative

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.

Digital Implementation Checklist for Finance Executives

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.

Digital Implementation Checklist for Treasurers

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.

Digital Implementation Checklist for Finance Professionals

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.

Building Tomorrow's Treasury

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.

Square and Trovata Discuss Changing the Treasury Landscape

Square and Trovata Discuss Changing the Treasury Landscape

Learn how Square and Trovata's partnership is revolutionizing the Treasury Landscape.

Treasurer's Guide to Digital Transformation

Treasurer's Guide to Digital Transformation

Learn how to enable digital transformation in your department with our Treasurer's Guide to Digital Transformation.

Accounting Automation Guide

Accounting Automation Guide

Learn how to embrace digital transformation in the Accounting department with our Guide to Accounting Automation.

A Strategic CFO's Guide to Financial Digital Transformation

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.

Guide to Automating Cash Forecasting

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.

A Strategic Controller's Guide to Digital Transformation

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.

Open Banking: 5 Steps Treasurers Should Be Taking Today

Open Banking: 5 Steps Treasurers Should Be Taking Today

Times are changing and the role of a Treasure is quickly evolving.

A Finance Professional's Guide to Modern Cash Management Tools

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.