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Automating Cash
Management

Trovata is an open banking platform that lets companies instantly know how much cash they have, forecast more quickly, and manage cash flow with precision.

Trusted by Industry Leaders

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Empowering real-time decision making

Every CFO knows that cash is the lifeblood of any business, but updating cash reporting and forecasting is labor intensive. Trovata streamlines the manual work in three simple steps:

Connect Banks &
Accounting System

Automate Cash
Positions

Automate Cash
Forecasting & Analysis

No implementation. Typical setup completed in less than 60 minutes.

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Bringing an end to manual work flows

For most companies, 75% of the work that goes into analyzing cash is manually compiling the source data and rolling over Excel models.

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Gaining leverage through automation

Trovata uses open banking and ERP integrations to automate data aggregation, normalization, and analysis so you can report on cash positions and trends. Instantly and constantly.

What makes Trovata different?

Designed by Insiders

Designed by an experienced CFO and engineered by an accomplished digital banking team from Capital One.

Meet the Team

Out of the Box Integrations

API integrated with your ERP, banking partners, and Excel to automate cash reporting and analysis.

View Integrations

Go Live Today

Onboard in minutes, No implementation or IT required.

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Automate your cash management

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