Resources

All Resources

Guides

Case Studies

Webinars

Product Overviews

how treasury teams are rewiring cash visibility for agility and efficiency

How Treasury Teams are Rewiring Cash Visibility for Agility and Efficiency

Unpack why agility, speed, and rich data are now non-negotiables for modern treasury operations.

forecast with confidence: how eversana built a global source of truth in trovata

Forecast with Confidence: How Eversana Built a Global Source of Truth in Trovata

Learn how Eversana built a centralized, automated cash forecasting system in Trovata—no spreadsheets, full visibility, CFO-trusted.

beyond the blind spot: unlocking cash visibility for accurate forecasting

Beyond the Blind Spot: Unlocking Cash Visibility for Accurate Forecasting

Hear from KeyBank & Trovata to learn how modern treasury tech can improve cash forecasting accuracy.

park place switches to trovata, finally achieving multibank cash visibility

Park Place Switches to Trovata, Finally Achieving Multibank Cash Visibility

See how Park Place ditched its legacy TMS for Trovata, finally centralizing its bank data from over 100 accounts and saving 77% in annual costs.

treasury’s digital transformation: turning data into business intelligence

Treasury’s Digital Transformation: Turning Data into Business Intelligence

Learn how to transform complex financial data into actionable insights, streamline operations, and position treasury as a strategic partner.

the smart buyer’s guide to modern treasury tools in 2025

The Smart Buyer’s Guide to Modern Treasury Tools in 2025

Learn how to ask the right questions when evaluating treasury software, compare features, and understand the role of APIs, AI, and machine learning.

sunopta streamlines journal entries and month-end reconciliation with trovata

SunOpta Streamlines Journal Entries and Month-End Reconciliation with Trovata

Discover how SunOpta optimized journal entries & month-end reconciliation, saving time with Trovata’s automation, real-time insights, & seamless implementation.

tag, track, triumph: treasurers share how to master your bank data

Tag, Track, Triumph: Treasurers Share How to Master Your Bank Data

Learn how treasury teams at Lemonade and Gibson use advanced bank data tagging with Trovata to streamline reporting, enhance forecasting, and improve financial oversight.

lemonade builds an automated cash reporting command center with trovata

Lemonade Builds an Automated Cash Reporting Command Center With Trovata

Discover how Lemonade improved cash flow visibility, streamlined reporting, and saved hours with Trovata’s automated treasury platform.

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.

treasury talks: master data accuracy in 2025

Treasury Talks: Master Data Accuracy in 2025

Watch now for practical strategies to improve bank data quality, leverage modern tech, and drive digital transformation of your treasury operations.

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.

genai in finance: what you need to know

GenAI in Finance: What You Need to Know

Cut through the noise and discover how to harness the power of generative AI.

managing and accounting for currency risk in a volatile economic environment

Managing and Accounting for Currency Risk in a Volatile Economic Environment

Watch the webinar to learn the top challenges in FX management and how to overcome them.

bank connectivity overview

Product Overview

Bank Connectivity Overview

Explore how Trovata seamlessly connects to all of your banks, centralizing and standardizing your data for deeper insights.

trovata entity management overview

Product Overview

Trovata Entity Management Overview

Explore how Trovata’s entity management features empower you to simplify multi-entity finance and optimize cash flow across global operations.

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.

the do’s and don’ts of purchasing treasury software

The Do’s and Don’ts of Purchasing Treasury Software

Watch the recording to explore features to modernize treasury operations and common mistakes to avoid during the buying process.

cloud software group unlocks real-time visibility and scales treasury with trovata’s apis

Cloud Software Group Unlocks Real-Time Visibility and Scales Treasury with Trovata’s APIs

Read how the treasury team at Cloud Software Group overcame fragmented, manual data collection and limited real-time visibility across 300+ bank accounts.

the treasurer’s cheat sheet for overcoming the digital skills gap

The Treasurer’s Cheat Sheet for Overcoming the Digital Skills Gap

Watch the session to learn how you can lead digital transformation - without going back to school for computer science.

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.

bridging the data gap: how modern treasurers can master multi-bank connectivity

Bridging the Data Gap: How Modern Treasurers Can Master Multi-Bank Connectivity

Watch the on-demand webinar for a deep dive into the top challenges treasurers face with multi-bank connectivity and how to overcome them.

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.

trovata: the treasury technology commercial real estate needs

Trovata: The Treasury Technology Commercial Real Estate Needs

Watch the recording to learn how Trovata revolutionizes cash optimization for real estate companies by providing unprecedented cash visibility.

driving digital transformation: how treasurers can evolve from operations to strategy

Driving Digital Transformation: How Treasurers Can Evolve from Operations to Strategy

Learn how to navigate your company’s digital transformation journey and position your treasury department for success.

leading spirits company saves 10 hours weekly with ai-powered cash reporting and forecasting

Leading Spirits Company Saves 10 Hours Weekly with AI-Powered Cash Reporting and Forecasting

Explore how a leading spirits company streamlined their US treasury operations, improved cash data quality, and optimized cash flow.

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.

how lean treasury teams maximize yield with automated reporting and forecasting

How Lean Treasury Teams Maximize Yield with Automated Reporting and Forecasting

Discover how you can save time and maximize yield on cash. Watch the recording for deeper insights.

sealaska achieves deeper treasury intelligence and maximizes yield potential

Sealaska Achieves Deeper Treasury Intelligence and Maximizes Yield Potential

Explore how Sealaska optimized cash management with Trovata, saving time, enhancing forecasting, and achieving global cash visibility.

generate higher yields on idle cash with increased cash visibility

Generate Higher Yields on Idle Cash with Increased Cash Visibility

Watch the recorded session of Morgan Money & Trovata to learn how these two powerful platforms can help your team level up your investing strategy.

optimizing global payments: strategies to boost efficiency & reduce costs of domestic & international payments

Optimizing Global Payments: Strategies to Boost Efficiency & Reduce Costs of Domestic & International Payments

Watch the 30 minute recorded session to learn about the the power of direct payment processing for domestic and international transactions.

leading mobile payments provider reinvents treasury back office with bank data lake

Leading Mobile Payments Provider Reinvents Treasury Back Office with Bank Data Lake

Discover how a leading payments provider saves 5+ hours every day on cash management.

trovata ai: transform your treasury & finance operations

Trovata AI: Transform Your Treasury & Finance Operations

Watch this recording of our interactive demo of Trovata AI – the first generative AI tool in Fintech that uses OpenAI’s GPT-4 technology to automate cash reporting and business intelligence.

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.

krispy kreme scales treasury with apis and a modern cash flow management platform

Krispy Kreme Scales Treasury with APIs and a Modern Cash Flow Management Platform

Leveraging APIs, a bank data lake, and ML technology, Trovata empowers Krispy Kreme to analyze, report, forecast, and move money seamlessly.

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.

trovata forecasting overview

Product Overview

Trovata Forecasting Overview

Download the Trovata Forecasting Overview to discover how you can increase accuracy with machine learning and regional forecasting.

redefine enterprise cash management in less than 7 weeks

Product Overview

Redefine Enterprise Cash Management In Less Than 7 Weeks

Discover how you can redefine your cash management processes in weeks instead of months. Download the implementation overview to see how you can get started.

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.

prepare your cash forecasting strategy for market uncertainty

Prepare Your Cash Forecasting Strategy For Market Uncertainty

In this session, discover leading practices for crafting a strong cash forecasting strategy and steps you can take now to put your treasury team in an advantageous position to handle whatever turbulence lies ahead.

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.

treasury automation: maintain growth in an uncertain market

Treasury Automation: Maintain Growth in an Uncertain Market

Join Tracey Knight, VP of Client Success, to learn how digitizing your treasury can help you better maintain growth, regardless of market conditions.

building a strategic partnership between cfos and treasury

Building A Strategic Partnership Between CFOs and Treasury

Discover how your treasury can strengthen your strategic partnership with leadership to provide more value across the organization.

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.

managing a treasury in transition

Managing a Treasury in Transition

In this recorded webinar, explore how treasury professionals can recognize points of transformation and opportunities to benefit their organization.

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.

prepare your cash management strategy for market changes

Prepare Your Cash Management Strategy for Market Changes

Master how you can strengthen your organization’s cash management strategy by implementing critical forecasting best practices.

optimizing bank relationships and operational efficiency

Optimizing Bank Relationships and Operational Efficiency

Discover strategies and methods you can use to streamline bank account management, optimizing both relationships and operational activity in the face of complexity and growth.

powering efficient, effective forecasting through ml and apis

Powering Efficient, Effective Forecasting Through ML and APIs

This webinar will cover how machine learning (ML) and application programming interfaces (APIs) can power more efficient and effective forecasting.

break free from spreadsheets with cash management automation

Break Free From Spreadsheets with Cash Management Automation

Learn how you can eliminate tedious manual processes that hold you back - so you can focus on analysis that propels your cash management strategy forward.

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.

enhance treasury reporting and forecasting with ai and ml

Enhance Treasury Reporting and Forecasting with AI and ML

Discover how Trovata’s library of open banking APIs paired with ML/AI can transform your cash management with dynamic reporting and deeper cash flow analysis.

payment acceleration and enhancements with open banking apis

Payment Acceleration and Enhancements with Open Banking APIs

Discover how open banking APIs are empowering organizations to increase the speed, accountability, and transparency of their payment operations.

trovata payments app data sheet

Product Overview

Trovata Payments App Data Sheet

Discover how Trovata’s Payments App empowers treasury and finance professionals to make transfers and initiate payments via ACH, wire, and RTP using bank APIs, eliminating the need for third-party intermediaries and additional 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.

how open banking apis are revolutionizing payment processes

How Open Banking APIs Are Revolutionizing Payment Processes

Learn how to make transfers and payments via ACH, wire, and RTP using bank APIs, empowering your organization to initiate and track payments in one, secure platform.

treasury automation: foundational for achieving global cash visibility

Treasury Automation: Foundational for Achieving Global Cash Visibility

Discover how you can empower your team to perform more strategic analysis that propels your business forward.

trovata open banking apis data sheet

Product Overview

Trovata Open Banking APIs Data Sheet

Gain key insights on how Trovata's open banking APIs empower clear visibility into your cash flow.

integrating systems for your unique business needs: the impact of apis

Integrating Systems for Your Unique Business Needs: The Impact of APIs

By automating your daily treasury tasks and bank data consolidation, your organization can eliminate keying and rekeying data, increase efficiency, and grow your ROI.

the hidden roi of automating your treasury operations

The Hidden ROI of Automating Your Treasury Operations

Learn why treasury automation is foundational for future growth. By automating your daily treasury task, you can grow your ROI with rich insights that can propel your business forward.

learn how goto better focused on strategic analysis by reducing cash processing times

Learn How GoTo Better Focused on Strategic Analysis by Reducing Cash Processing Times

Learn how GoTo increased cash management efficiency with reduced cash processing times.

how eventbrite saved 50%+ of their annual contract fees by switching to trovata

How Eventbrite Saved 50%+ of Their Annual Contract Fees By Switching to Trovata

Read how Eventbrite established a single source of truth for all their cash and transaction data.

automation as an asset to attract & retain talent

Automation as an Asset to Attract & Retain Talent

Learn how automation and innovation are a talent retention issue as well as a business processes issue. Think your company is too small? Think again!

how legacy technologies are holding you back from achieving cash visibility

How Legacy Technologies Are Holding You Back From Achieving Cash Visibility

Join Trovata’s CPO, Joseph Drambarean, to learn how to achieve daily cash and transaction visibility across all your bank accounts with open banking APIs and advancements in machine learning.

level up your 2022 cash management strategy with 3 major api advancements

Level Up Your 2022 Cash Management Strategy with 3 Major API Advancements

Watch this 30-minute session on how open banking can transform your treasury and finance operations with automated bank data collation, real-time payments, and powerful ERP integrations.

better treasury outcomes through data visibility

Better Treasury Outcomes Through Data Visibility

Gaining better treasury outcomes is all about data. In this 30-minute workshop, join Trovata’s CTO, Joseph Drambarean, as he shares how you can gain a complete picture of their cash flow and position.

evaluating tech solution sets

Evaluating Tech Solution Sets

Join Trovata CEO, Brett Turner to learn how you can better evaluate existing treasury solutions on the market in order to discover one that can best help you and your team gain the cash visibility needed to excel for years to come.

fireside chat: trihold co’s bea franchetto and trovata’s brett turner

Fireside Chat: TRIHold Co’s Bea Franchetto and Trovata’s Brett Turner

In this ‘Fireside Chat’, learn about the real story behind TRI HoldCo’s automation of its treasury function using APIs.

partnering with it on your digital transformation

Partnering with IT on Your Digital Transformation

Master how treasury can work alongside IT to catalyze digital transformation in this on-demand webinar.

7 reasons to automate your cash management

7 Reasons to Automate Your Cash Management

View the infographic below to discover 7 reasons you should consider automating your cash management and increase delight within your day-to-day tasks.

navigating the new tech landscape

Navigating the New Tech Landscape

Master the fundamentals of new technologies and how they can empower your treasury team to unlock efficiency and access accurate information.

the treasury paradigm shift

The Treasury Paradigm Shift

In this first session of the Digital Transformation Strategy series, we will explore the key factors impacting your role and examine developing trends.

building the treasury of the future

Building the Treasury of the Future

We polled Treasurers from around the world to learn they're thinking about and planning for digital transformation at their companies. Hear what they said!

5 tips for managing your cash forecast in 20 minutes

5 Tips for Managing Your Cash Forecast in 20 Minutes

Overcome the 5 Primary Challenges of Cash Management and learn how you can improve your company’s cash management & positioning in just 20 minutes.

leadership’s role in driving digitization in a remote era

Leadership’s Role in Driving Digitization in a Remote Era

Discover why CFOs and Controllers are in a unique position to drive innovation for their organizations, including digital transformation.

three ways finance leaders align cash flow forecasting and strategic planning

Three Ways Finance Leaders Align Cash Flow Forecasting and Strategic Planning

Learn how finance leaders adapt to increasing complexity inherent in forecasting cash flow by employing best practices in scenario planning.

fireside chat with trovata square: square's tim murphy & trovata's brett turner

Fireside Chat with Trovata Square: Square's Tim Murphy & Trovata's Brett Turner

Learn how Square modernized its treasury back office by leveraging Trovata’s disruptive big data platform.

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.

trovata treasury cloud™ data sheet

Product Overview

Trovata Treasury Cloud™ Data Sheet

Discover how Trovata's multi-bank cash management platform can empower your team with a single source of truth for your business’s cash data.

trovata platform data sheet

Product Overview

Trovata Platform Data Sheet

Download the platform overview to learn how Trovata offers real-time insights into your company’s cash flow, empowering your team to make better and quicker business decisions.

3 steps to leveraging scenario planning to build resilience

3 Steps to Leveraging Scenario Planning to Build Resilience

Discover how finance leaders can leverage scenario planning to become more proactive in assessing their capability to withstand disruption.

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.

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.

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 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.

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.

How Trovata's Cash Analysis Tech Helps Orbus Stand Out

Learn how Orbus automates 100% of routine cash reporting with no IT resources.

How Cash Management Software Helped Emerald Expositions Put on a Show

Learn how Emerald Expositions automates key steps of the cash reporting and reconciliation process to save time and gain actionable insights.

Caruso Transforms Their Cash Management Capabilities with Trovata

Read how Caruso centralized bank data across hundreds of accounts across all of its properties in one platform without IT resources.

apis explained

Trovata leverages APIs to integrate directly with banks and revolutionize the cash management space. We know you might be asking yourself, what exactly are APIs?

automated cash forecasting features

Automated Cash Forecasting Features

New to the world of cash forecasting automation? We’ll guide you through it.

treasury digitization in numbers

Treasury Digitization in Numbers

Trovata polled Treasurers from around the world to learn how they are thinking about and planning for digital transformation at their companies.