Trovata

The Easiest Way to Manage Corporate Cash

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Overview

Trovata is a next-generation platform focused on automating the aggregation of bank data to provide real-time cash visibility and forecasting. It uses direct-to-bank APIs to eliminate the need for traditional file-based reporting. The platform is designed for finance and treasury teams to easily analyze cash flows, build forecasts, and manage liquidity without the heavy lifting of manual data consolidation.

✨ Key Features

  • Automated Bank Data Aggregation (via API)
  • Real-Time Cash Positioning & Reporting
  • AI-Powered Cash Forecasting
  • Cash Flow Analytics & Search
  • Multi-Bank Data Consolidation

🎯 Key Differentiators

  • Focus on direct, API-based bank connectivity
  • Modern, user-friendly interface
  • AI-driven forecasting and natural language search capabilities

Unique Value: Automates the painful process of gathering bank data through modern APIs, providing the fastest and easiest way to get a complete picture of corporate cash.

🎯 Use Cases (4)

Automating the consolidation of multi-bank data Gaining real-time visibility into global cash balances Building and managing cash forecasts with AI assistance Analyzing historical cash flow trends

✅ Best For

  • Automated cash management for mid-market companies
  • Real-time multi-bank reporting
  • API-first bank connectivity

💡 Check With Vendor

Verify these considerations match your specific requirements:

  • Companies needing comprehensive debt, investment, or hedge accounting features
  • Organizations not using banks with available API connections

🏆 Alternatives

HighRadius Kyriba GTreasury Spreadsheet-based processes

Eliminates the reliance on older data transmission methods like SWIFT or SFTP, offering a more real-time and user-friendly experience than many legacy TMS platforms.

💻 Platforms

Web API

🔌 Integrations

J.P. Morgan Bank of America Wells Fargo Capital One NetSuite QuickBooks API

🛟 Support Options

  • ✓ Email Support
  • ✓ Live Chat
  • ✓ Phone Support
  • ✓ Dedicated Support (Enterprise tier)

🔒 Compliance & Security

✓ SOC 2 ✓ GDPR ✓ SSO ✓ SOC 2 Type II

💰 Pricing

Contact for pricing

✓ 30-day free trial

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