Solutions for corporate treasury teams

Treasury, without
the legacy

Trovata replaces aging treasury systems with a cloud-native, AI-enabled platform that’s faster to implement and easier to use. Built on direct bank connectivity, Trovata gives treasury teams real-time visibility today and a foundation for automation as your needs evolve.

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Trust your numbers

Connect directly to your banks and normalize transactions automatically across accounts, entities, and currencies. Reduce manual reconciliation and eliminate the risk of outdated or inconsistent cash reporting.

Operate at 110%

Automate daily reporting, forecasting, and analysis with structured data and AI-powered, agentic workflows. Reduce manual data preparation, streamline repetitive tasks, and move faster without sacrificing oversight or control.

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Stay audit-ready

Track every payment, approval, and transaction with built-in workflows and detailed audit logs. Maintain role-based access and clear documentation across your treasury operations.

Scale without chaos

Add new banks, entities, currencies, and workflows without replacing systems or increasing manual work. As your organization grows, your treasury foundation remains connected and controlled.

“Trovata is like having my very own employee which is incredibly valuable. It handles the heavy lifting by automating data aggregation, categorization, and reporting.”

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Rob DiTondo

Senior Treasury Manager at Lemonade

Read full case study
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How treasury teams
operate with Trovata

Whether you need full treasury work flows or unified cash management, we have the right capabilities for you:

Cash Positioning

Take control of global liquidity

Cash Reporting

Real-time visibility

Cash Forecasting

Run scenarios confidently

Capital Markets

Unify debt, credit and investments

Payments

Control, automate, and scale payments 
across banks

Financial Accounting

Automate the accounting lifecycle

See Trovata in action