Cash Flow Projection Platform
Trovata is an extremely intelligent tool that aggregates your data from across all banking partners. This allows you to automate data aggregation, normalization, and forecasting so you can report on cash positions and trends in a single platform.
Banking Partners
Solutions by Function
Treasurers Powered by Trovata Can:
- Access sash positioning details across all banks and accounts
- Get currency FX exposure
- Analyze cash reporting and transactions
- Manage liquidity/debt
Finance Professionals Powered by Trovata Can:
- Improve cash visibility
- Get real-time cash reporting
- Automate cash forecasting
- Access real-time cash dashboard available on mobile
C-Suite Powered by Trovata Can:
- Reinvent how you communicate cash & liquidity to senior management
- Give executive stakeholders instant actionable insights & forecast with Trovata's mobile app
- Interact with CFO/CEO with built-in workflow for approvals, triggers & alert on mobile
Accountants Powered by Trovata Can:
- Save time on manual Excel calculations through automated cash reporting
- Access unified, normalized, and high quality bank data
- Automate cash forecasting and analysis
IT Powered by Trovata Can:
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Access ready-to-use dataTrovata’s API Platform provides storage of all your originating bank data in perpetuity, while offering data normalization and elasticity
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Improve data upkeepTrovata’s API Platform handles the heavy lifting of managing ever-changing bank integration requirements saving your thousands of dollars in yearly upkeep and management
Trovata Platform Features
Cash forecasting can be a mess of spreadsheets and scattered data. Trovata makes it simple by collecting and normalizing data, then generating reports, all in one platform.
Trovata provides tools that enable you to better manage, visualize and analyze data. This enables you to make fast and informed business decisions.
Trovata provides tools that enable you to better manage, visualize and analyze data. This enables you to make fast, precise and informed business decisions.
Bringing an End to Manual Workflows
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 growing 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.”
“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.”