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Cash Automation
Platform

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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All of your cash positions in one dashboard

Trovata is pre-integrated with most banks. Connect in minutes and stay connected. No more downloading .CSV files from banking websites to update your cash positions.

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All Balances & Transactions

Centralized across all banks and bank accounts. Tag by region, entity, or division. Trovata also translates all non-USD denominated amounts into USD equivalents.

Mobile Reporting

Trovata is a powerful way to communicate your company's financial position to senior leadership and major stakeholders using our reporting app for iPhone and iPad.

Built-in business intelligence to help you make decisions faster

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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Out of the Box Business Intelligence

Centralized across all banks and bank accounts. Tag by region, entity, or division. Trovata also translates all non-USD denominated amounts into USD equivalents.

Highly Interactive

Trovata is a powerful way to communicate your company's financial position to senior leadership and major stakeholders using our reporting app for iPhone and iPad.

Forecasting designed by high-growth CFOs, Controllers, and Treasurers

Trovata makes it easy to build and update your company's cash forecast.

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Dynamic Workflows

Automated data feeds for A/R, A/P, Inventory, Capex, Payroll, and Financing/Other. Process updates in real time, and work with existing spreadsheets through bi-directional excel integration.

Always Know Where You Stand

Track against pre-defined thresholds or your company's board approved plan. Receive mobile alerts, and use Trovata Snapshots for past comparisons and version control.

Model Cash with Ease

Need to understand the potential cash impact of different business decisions? Trovata scenario modeling lets you analyze cash impacts on-the-fly.

Integrations

Pre-built integrations with banking leaders and
accounting software enable instant onboarding.

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Automate your cash
management

Get started in the system today