Take the Next Step Toward Digital Transformation.

Upgrade your department with the digital tools your team needs.
Trovata is the real-time cash management platform that puts all of the data you need in one place.

End manual work flows so you can make faster, more precise business decisions. Watch a product tour today.
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Perfect for CFOs

Free Up Staff Time, Receive Daily Reports & No Implementation
In partnership with banks like JP Morgan Chase, Bank of America, and many more, we created the only software that pulls information directly from banks and erps and helps streamline tedious workflows, giving CFOs access to real-time cash data, while bringing efficiency to their teams.
No, we are not talking about old, legacy systems that cost a fortune and take months to set up. Trovata requires no implementation or IT resources from your team. You can be up and running in as little as 3 hours. Did we mention our 30-day no risk pilot period for qualifying accounts?

Built for modern CFOs

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


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.

The perfect CFO tool

  • Improved cash visibility & actionable insights
  • Real-time cash reports
  • Automated cash forecasting
  • Real-time cash dashboard available on mobile
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Start your free pilot period

30 Day Pilot. No IT Required.
Access real-time, actionable insights from your smartphone or desktop. Trovata's smart technology automates reporting around AR/AP and other functional cash types, cash positions & balances, cash flow analysis & cash forecasting.
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Request Access to Trovata

Fill out the form below and learn how CFOs are digitizing their department with automation.
Used by hundreds
of CFOs
Save Time
Avoid manual
Real-time, no
reporting lags
Automate Cash Management