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Trovata
 * Solutions
   * account_balanceFor Treasury
   * businessFor Finance
   * workFor C-Suite
   * calculateFor Accounting
   * codeFor IT
 * Product
   * visibilityCash Flow Analysis
   * descriptionCash Reporting
   * trending_upCash Forecasting
   * paymentPayments
   * codeAPI Platform
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 * Solutions
   * account_balanceFor Treasury
   * businessFor Finance
   * workFor C-Suite
   * calculateFor Accounting
   * codeFor IT
 * Product
   * visibilityCash Flow Analysis
   * descriptionCash Reporting
   * trending_upCash Forecasting
   * paymentPayments
   * codeAPI Platform
 * Pricing
 * Developers
 * Company
   * groupsAbout Us
   * home_workCareers
   * mailContact Us
   * verifiedPress
 * Resources
   * collectionsLibrary
   * feedBlog
   * eventEvents
   * markunread_mailboxNewsletter
   * micPodcast

Live Workshop How tech companies stay on top of cash burn.
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MANAGE CASH.ANALYZE CASH.FORECAST CASH.MOVE CASH.MANAGE CASH.LIKE A PRO.


MANAGE CASH.
LIKE A PRO.

Trovata empowers everyone to analyze, report, forecast, transact—manage cash
like a pro—no matter who your business banks with. No IT required.

Get Started – free Get Demo

Our Customers


OVER $100 BILLION MANAGED DAILY.

Trovata is the cash management solution trusted by big names in tech, industry
leaders, and small to medium-sized businesses.

Square
Etsy
Fanatics
Sonos
Bosch
Flexport
Carta
Better
Samsara
Fastly
RingCentral
Eventbrite
Krispy Kreme
Virginia Tech
Roku
Draft Kings
Our Investors


BANKS AREN’T TECH COMPANIES, SO THEY INVESTED IN TROVATA.

Our investors are some of the largest banks in the world.

JPMChaseCo
Wells Fargo 2
Capital One Ventures
NAB
Solutions


TROVATA PUTS YOUR BANK DATA TO WORK ACROSS ALL OF YOUR TEAMS; SAVING TIME,
ENSURING ACCURACY, DRIVING SMARTER DECISIONS.

For Finance


CASH FLOW.
COMMANDED.

Gain command and confidence over your cash flow. Trovata helps you analyze
trends and build powerful forecasting models so you can advise your stakeholders
with accurate guidance.

Learn more

For Treasury


CASH VISIBILITY.
FASTER.

Achieve 100% visibility of cash daily across all your banks and bank accounts.
Leveraging game changing tech to manage liquidity, yield, and risk with powerful
aggregation, search, tag, and reporting capabilities.

Learn more

For Accounting


CASH RECONCILIATION.
AUTOMATED.

Automate your month-end close process by aggregating, normalizing, and storing
all your bank balances and transactions with a spreadsheet-like interface.

Learn more

For C-Suite


BUSINESS DECISIONS.
SMARTER.

Easily access all your multi-bank data in a single platform. View customizable
reports that can be sent to stakeholders with a single click.

Learn more

For IT


MAXIMUM RESULTS.
MINIMUM EFFORT.

Leverage ready-to-use bank data without any internal heavy lifting or upkeep.

Learn more

Bank Integrations


TROVATA LEADS GLOBALLY WITH DIRECT CONNECTIONS TO 50+ ENTERPRISE BANKS AND 2000+
BUSINESS BANKS, HELPING YOU MANAGE ALL YOUR CASH WITHIN A SINGLE, INTEGRATED,
PLATFORM.

JPMorgan 1
Wells Fargo 1
Bank of America
Citi 1
HSBC 1
Capital One 1
PNC
Santander
First Republic Bank
USBank
SVB
Deutsche Bank
Case Studies
Eventbrite
With Trovata, we have saved over 12 hours a week on manual work, which is a big
deal. We are saving way more than 50% of our annual contract fees compared to
our previous TMS.
Niall Burke
Global Treasury Manager at Eventbrite
GoTo
Trovata’s search capabilities enable us to instantly find any transaction. This
eliminates the need to log into multiple bank platforms and waste critical time
tracking down transactions.
Tim DiLillo
Sr. Director of Treasury and Investor Relations at GoTo
Orbus
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

Product


COMPREHENSIVE CASH MANAGEMENT SOLUTIONS IN ONE UNIFIED PLATFORM.

visibility
Cash Flow Analysis
Make informed business decisions with better analysis and visualization of your
cash.
description
Cash Reporting
Eliminate the visibility gap with a constant and clear line of sight over all
your cash flows at all times.
trending_up
Cash Forecasting
Steer your company confidently with powerful, intuitive cash forecasting built
on machine learning models.
payments
Payments
Move money and initiate Real-time Payments (RTP), ACH, and wire transfers in a
single platform.
code
API Platform
Leverage ready-to-use bank data without any internal heavy lifting or upkeep.
Get Started
Sign up today and connect your first bank—free. Explore for yourself. Managing
cash is easy with Trovata.
Get Started – free
or
Learn More
Book a demo to get a product walkthrough of Trovata with one of our experts.
Get Demo


Global workforce with headquarters in beautiful San Diego, California, USA

Solutions
 * For Accounting
 * For Treasury
 * For Finance
 * For C-Suite
 * For IT

Product
 * Cash Reporting
 * Cash Flow Analysis
 * Cash Forecasting
 * Payments
 * API Platform
 * Morgan Money
 * Pricing

Company
 * Careers
 * About Us
 * Contact Us
 * Press

Resources
 * Resource Library
 * Blog
 * Events
 * Newsletter
 * Education

Stay Connected
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 * Terms of Use
 * SaaS Terms of Service
 * SaaS Services Agreement
 * Data Processing Addendum
 * Security
 * Privacy Policy
 * Support Policy

 * Terms of Use
 * SaaS Terms of Service
 * SaaS Services Agreement
 * Data Processing Addendum
 * Security
 * Privacy Policy
 * Support Policy

© Trovata, Inc.