Live demo series

Agents
in action

Treasury workflows, automated.

Too much data, not enough time, and a growing list of questions that take hours to answer. This series shows what happens when you stop answering those questions manually.

3 live sessions

30 minutes each

Register now
agent builder

No slides. No concept decks. Just the problem, the agents, and the output.

Three sessions. Three real treasury workflows. Each one walks through a problem a treasurer actually owns — then shows multiple related agents solving it live, from first signal to finished output. Attend the session most relevant to you, or come to all three.

May 11 from 12:00–12:30 PM ET

The bank fee audit your banks hope you skip

Most treasury teams overpay their banks without realizing it. Fees are opaque, ECR calculations get missed, and audits rarely happen. In this session, we walk through how Trovata agents continuously audit your bank fees—automatically identifying discrepancies, showing what you're owed, and monitoring it going forward.
Special guest

Steven Parsons

May 13 from 12:00–12:30 PM ET

The morning cash report that 
runs itself

Pulling positions, chasing balances, checking anomalies, and building updates—the daily cash routine is repetitive and manual. This session shows how Trovata agents run the entire workflow: consolidating positions, flagging exceptions, and generating a leadership-ready summary every morning.
Special guest

Paul Bramwell

May 14 from 12:00–12:30 PM ET

The agent that catches covenant breaches before they happen

Covenant compliance is consequential, manual, and checked far too infrequently — agreements sit in PDFs while financials sit in the ERP or spreadsheets. In this session, we show how Trovata agents read credit agreements, test financials against thresholds, and flag trends before they cross the line.
Special guest

Alf Newlin

Featured Host

chris brown headshot

Chris Brown

Sr. Solutions Engineer, Trovata

Chris Brown has spent over a decade helping founders, operators, and finance teams make better decisions with their cash. Since 2015, he's built cash flow models for companies ranging from early-stage startups to nine-figure businesses, guiding leaders through everything from pricing strategy to fundraising preparation.

Chris joined Trovata in 2021 as a Sales Engineer, where he works closely with finance and treasury teams to help them evaluate and implement modern cash management software. He's become one of Trovata's resident AI enthusiasts, constantly exploring how AI tools can streamline financial workflows and help teams get more out of their data. He also volunteers with the Nashville Entrepreneur Center as a cash flow expert. Outside of work, Chris enjoys traveling, spending time outdoors, and ballroom dancing with his wife.

Register for the series