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Easily connect your banks. No IT needed.

Cash forecasting.
Simplified.

Analyze and forecast with real-time data from your banks.
Make data-driven business decisions without spreadsheets.

Schedule a Demo

A single source of truth for cash.

Need to answer burning questions about cash?
We empower Finance and Treasury to do just that.

For Finance Professionals

  • Gain visibility across your banks and accounts
  • Automate reporting & build forecasting models
  • Initiate and track ACH, RTP, and wire payments

For C-Suite

  • Monitor real-time bank data in one dashboard
  • Manage approvals and receive alerts on the web and mobile
  • Access actionable insights and forecasts on-the-go with Trovata’s mobile app

For Accountants

  • Save time with Google-like transaction search
  • Accelerate your month-end close process with automated general ledger tagging
  • Export cash transactions directly into an uploadable file for your ERP

For Those
On-The-Go

  • Set alerts for account balance changes
  • Stay connected with your cash on-the-go
  • Approve payments faster

Trovata is best experienced via desktop or our mobile app.

Pre-vetted.
Invested in by banks you trust.

JPMChaseCo
WellsFargo
CapitalOne
NAB

$100 billion+

managed daily.

Trovata is the preferred liquidity management solution for renowned enterprise brands. Our platform is built for scalability and is trusted by leaders of growing companies.

Schedule a product demo.

Book a demo to get a product walkthrough of Trovata with one of our experts.

Secure cloud-based platform

Trovata is SOC-1
Type 2 and SOC-2
Type 2 certified.

View our real-time security posture