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.
Take Product Tour

Partnered with Open Banking Industry Leaders

Solutions by function

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

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.

Built for modern finance teams

Don't take our word for it, hear what our customers have to say.
“Before Trovata, we were manually doing all reporting in Excel and sending that to the CFO for review. We were able to automate this process and our CEO is able to log into the portal and view real-time reporting.”
Faheem Sorathia, Former Accounting Manager at Emerald Expositions
"Open banking is going to be revolutionary. Being able to take advantage of that with a truly cloud based application that you can get started with very quickly is hugely powerful."
Tim Murphy, Treasurer at Square
"Trovata has saved me multiple times when I just needed a quick view of cash trends. I simply used my phone to login. It was so easy."
Aurelia Sirbu, CFO at Orbus
“Our clients are looking for a better way to visualize and analyze cash flows and the need for such a solution has become even more germane given the unprecedented volatility in our global economy.”
Jason Tiede, Managing Director & Global Head of Innovation, Wholesale Payments at J.P. Morgan
"Our common treasury clients are the big winners of integrated cash forecasts and short-term investments. The beauty of the workflow between ICD Portal and Trovata’s API platform is that clients don’t have to do anything to gain the efficiencies that come from this integration – it’s turnkey."
Tory Hazard, ICD CEO
Automate Cash Management