Solutions for accounting teams
Close faster with clean,
connected cash data
Trovata centralizes and structures bank data to support accurate reconciliation and audit-ready reporting. Automate cash tagging, streamline ERP exports, and reduce manual spreadsheet work throughout the close process.
Automate cash
accounting workflows
Tag transactions to general ledger account codes automatically as bank data flows in. Export structured cash data directly into your ERP to reduce manual entry and accelerate the close.
Improve visibility into
cash activity
Centralize bank data in one place to quickly identify payroll, accounts payable, receivable, and other transaction flows. Search, categorize, and analyze transactions in seconds without digging through spreadsheets.
See Trovata in action
Streamline reconciliations
and statements
Compile account activity into accurate, customizable statements for any period. Support reconciliations, audits, and month-end reporting with complete and structured data.
Simplify consolidation
for reporting
Consolidate cash across entities, regions, and subsidiaries automatically. Access both granular and parent-level views without logging into multiple bank portals or manually combining spreadsheets.
“Rather than logging into dozens of bank portals, our AR and accounting teams now pull directly from Trovata. Having one trusted source of real-time bank data simplifies reconciliations, improves matching, and eliminates unnecessary bank report fees.”
Bruce Edlund
Assistant Treasurer at Cloud Software Group
How accounting teams
use Trovata
Automatically aggregate and normalize bank data to support daily and monthly reconciliation.
- Match balances with structured transaction data
- Identify and resolve variances quickly
- Reduce manual spreadsheet consolidation
Centralize period-specific cash activity to streamline month-end and quarter-end reporting.
- Eliminate manual data gathering across bank portals
- Access complete transaction history by period
- Reduce last-minute adjustments and rework
Automatically tag transactions with general ledger codes and generate structured upload files for your ERP.
- Maintain consistent GL mapping rules
- Reduce manual journal entry preparation
- Export clean, formatted data without rework
Consolidate balances and activity across subsidiaries, regions, and entities in one connected view.
- View granular and parent-level cash positions
- Generate accurate statements instantly
- Support audit and financial reporting requirements
More resources for
accounting teams
See Trovata in action
Book Trovata Demo
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