Resources

All Resources

Guides

Case Studies

Webinars

Infographics

Data Sheets

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.

Why Banks Should Manage Cashflow with a Data-Led Mindset

Why Banks Should Manage Cashflow with a Data-Led Mindset

On this episode of In the Cloud, Voice of B2B, Trovata CTO, Joseph Drambarean, discusses the state of cash management technologies, strategies, and investments across the globe and how financial institutions should weigh these solutions.

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 how treasury needs to understand the developing trends and learn how to adapt to the era of big data and modern technology.

Building the Treasury of the Future

Building the Treasury of the Future

Trovata polled Treasurers from around the world to learn how experts are thinking about and planning for digital transformation at their companies – and we’re ready to share our insights. Join Brett Turner, CEO at Trovata, to gain a data-backed action plan on building a digital transformation business case for your treasury.

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 Enterprise Treasury Cloud™ Data Sheet

Trovata Enterprise 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

Trovata Platform Data Sheet

Dive into the Trovata Platform Data Sheet to learn how Trovata delivers powerful, data-rich, real-time insights into your company’s cash flows, empowering your team to make better and quicker business decisions backed with trusted data.

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.

Square Reinvents Treasury Back Office with Bank Data Lake

Trovata's New Enterprise Treasury Cloud™️ Future Proofs Data Strategy

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

Trovata Provides Instant Cash Insights

How Cash Management Software Helped Emerald Expositions Put on a Show

Trovata Automates Cash Reporting for Better Analysis

Caruso Transforms Their Cash Management Capabilities with Trovata

Trovata's Automated Reporting Drives Strategic Analysis

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.