Treasury Management Solution

No IT Resources Needed

Stop managing your cash flow in spreadsheets. Get all your bank data in one platform, automatically normalized with zero manual work. Increase your forecast accuracy with machine learning and AI natively built into your cash management. 

Book a consultation with one of our experts today.

45485 trovata 1920x1080 cm 2012x
Get a Free Consultation

Trusted By

Block
Etsy
Fanatics
Sonos
Bosch
Flexport
Clase Azul
Better
goto meeting 1 1
Fastly
RingCentral
Eventbrite
Krispy Kreme
Temple Health
Le Creuset
Draft Kings

Trovata Solutions

component 20 12x

TROVATA FOR TREASURY

Treasurers Powered by
Trovata Can:

TROVATA FOR FINANCE

Finance Professionals
Powered by Trovata Can:

component 21 12x
component 22 12x

TROVATA FOR C-SUITE

C-Suite Powered by
Trovata Can:

TROVATA FOR ACCOUNTING

Accountants Powered by
Trovata Can:

component 19 12x
component 23 12x

TROVATA FOR IT

IT Powered by Trovata Can:

Bank Connections Include

JPMorgan 1
Wells Fargo 1
Bank of America
Citi 1
HSBC 1
Capital One 1
PNC
Santander
Frame 44
USBank
standard chartered
Deutsche Bank

Trovata Platform Features

Cash forecasting can be a mess of spreadsheets and scattered data. Trovata makes it simple by collecting and normalizing data, then generating reports, all in one platform.

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

y7w6efaifrv32cnetitnig

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

xwkleaygmerb5k6zrpdmcw
Trovata’s API Platform establishes a dedicated financial big data pipeline that drives value across your enterprise.
9wghetprmkt8nt8fgyld2r
Get a Free Consultation

Features Included with All Plans

integrations

Integrations

Banks
Credit card providers
ERP / accounting system
Excel

forecast icon

Forecast

Automated bank and ERP Feeds
Bi-directional Excel sync
Snapshots, Levers, and Alerts

balances over time 2

Trends & Analysis

Cash flows with BI filters
Gross vs. Net cash flows
Burn rate / cash runway

real time cash positions 2

Positions

Daily cash reporting
FX translation
User-defined segments

transactions 2

Transactions

Centralized repository of all
transactions across all bank accounts
with filters and natural language search

support

Support

Go-live onboarding & training
Ongoing customer service
Monitoring and alerts

Built For Growing Teams

Don’t take our word for it, hear what our customers have to say.

image 382x

“Before Trovata, we were manually doing all reporting in Excel and sending that to the CFO for review. We were able to automate this process and our CEO is able to log into the portal and view real-time reporting.”

Faheem Sorathia, Former Accounting Manager at Emerald Expositions
block white logo2x

“Open banking is going to be revolutionary. Being able to take advantage of that with a truly cloud based application that you can get started with very quickly is hugely powerful.”

Tim Murphy, Treasurer at Square
image 242x
“Trovata has saved me multiple times when I just needed a quick view of cash trends. I simply used my phone to login. It was so easy.”
Aurelia Sirbu, CFO at Orbus