J.P. Morgan | Trovata

Easily integrate your J.P. Morgan accounts. No IT needed.

Automating cash management for J.P. Morgan clients.

Analyze and forecast with intraday data from your banks.  Built for J.P. Morgan Access clients.

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Analyze and act on your cash in one unified platform.

Payments

Move money and initiate Real-time Payments (RTP), ACH, and wire transfers in a single platform. Domestic and international payments supported for J.P. Morgan Access clients.

Morgan Money

Identify idle cash with Trovata, and then use Morgan Money to seamlessly invest that cash – all in one place. Manage your Morgan Money operating and investing activities within Trovata.

Cash Forecasting

Steer your company confidently with AI-driven forecasting built on machine learning models. Drill down and forecast for subsidiaries individually to plan for each facet of your business.

Cash Reporting

Never scramble for a report again. Easily search cash flow by functional type and spot trends. No time to log in? Get reports auto-delivered to you via email, or access them on mobile.

Generative AI

Trovata AI is the first generative AI tool for finance and treasury. Using GPT-4 technology, securely ask open-ended, complex questions and get answers in seconds. Trovata AI takes the grunt work out of cash reporting without ever sharing sensitive financial data with OpenAI or any other third-party.

Problems We Solve

All accounts. One login.

Logging into multiple bank portals makes it difficult to gain a complete view of your cash. See the big picture, across banks and accounts, with Trovata – the leader in corporate banking APIs.

Time and resources. Saved.

Spending hours aggregating data in spreadsheets leaves you with outdated information and errors. Generate automated reports and forecasts in just a few clicks.

Implementation. Made easy.

Typical treasury management solutions require long implementation periods & significant IT involvement. Our best-in-class connections and support team will get you up-and-running in weeks, not months.

Trusted By Industry Leaders

Trovata is the cash management solution trusted by brands you love. Our platform is built for scale and serves companies of all sizes – from startups to industry leaders.

Corporate treasury clients are seeking ways to better understand cash positions, automate cash flow analysis, and dynamically forecast cash. We're always looking for ways to work with our clients to provide better experiences and meaningful insights. Our partnership with Trovata does just that.

Managing Director & Global Head of Innovation, Wholesale Payments at J.P. Morgan

With Trovata, we have saved over 12 hours a week on manual work, which is a big deal. We are saving way more than 50% of our annual contract fees compared to our previous TMS.

Global Treasury Manager at Eventbrite

Trovata’s search capabilities enable us to instantly find any transaction. This eliminates the need to log into multiple bank platforms and waste critical time tracking down transactions.

Sr. Director of Treasury and Investor Relations at GoTo

Pre-vetted.
Invested in by banks you trust.

Secure cloud-based platform

SOC-1 Type 2 &  
SOC-2 Type 2 certified

View our real-time security posture

Connect your J.P. Morgan accounts.

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