Automating Cash Forecasting

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.
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Cash forecasting used to be a mess of spreadsheets and scattered data, but Trovata makes it simple. Trovata collects and normalizes data, then generates a forecast, all in one platform.
Trovata eliminates the visibility gap. With Trovata, you have a constant and clear line of sight over your cash flows at all times.
Trovata provides tools that enable you to better manage, visualize and analyze data. This enables you to make fast, precise and informed business decisions.
Trovata's API Platform establishes a dedicated financial big data pipeline that drives value across your enterprise.

Why Choose Trovata?

Accurate cash forecasting
Easy to implement
Easy to use
Visible to all banks in one place for real-time cash data, avoiding tedious forecasting calculations & eporting
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TROVATA FOR ACCOUNTING

Trovata Can Help Accounting Professionals By:

Saving time on manual Excel calculations through automated cash reporting
Streamlining cash reconciliation and cash application processes
Automating cash forecasting and analysis
TROVATA FOR TREASURY

Trovata Can Help Treasurers With:

Cash positioning details across all banks and accounts
Currency FX exposure
Cash reporting and transactions analysis
Liquidity/Debt management
TROVATA FOR FINANCE

Trovata Can Help Finance Professionals Through:

Improved cash visibility
Real-time cash reporting
Automated cash forecasting
Real-time cash dashboard available on mobile
TROVATA FOR C-SUITE

Trovata Can Help C-Suite With:

Reinvent how you communicate cash & liquidity to senior management
Mobile app gives executive stakeholders instant actionable insights & forecast
Interact with CFO/CEO with built-in workflow for approvals, triggers & alert on mobile.
TROVATA FOR IT

Trovata Can Help IT Professionals With:

Ready-to-use data
Trovata’s API Platform provides storage of all your originating bank data in perpetuity, while offering data normalization and elasticity.
Ease of use
Trovata’s API Platform handles the heavy lifting of managing ever-changing bank integration requirements saving your thousands of dollars in yearly upkeep and management.

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
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