Integrations

Your financial stack,
finally connected

Trovata integrates with the ERPs, banking platforms, investment systems, and financial tools your team already runs—and our developer API means we can connect to virtually anything. No rip-and-replace. 
No shadow systems. Just your data, flowing where it needs to.

tvt integrations
Integration capabilities

What Trovata connects, and what that unlocks

Trovata doesn’t just pull data in. It creates a link between your treasury system and the rest of your financial infrastructure—so payments, accounting entries, and forecast inputs move automatically.

Trovata can connect to virtually any system that can send or receive data.

Don’t see yours? Book a call and we’ll explore connectivity options with you.

General ledger & close

Accurate books. Faster close.

Trovata posts treasury transactions directly into your ERP’s general ledger and feeds your reconciliation platforms with matched, normalized data—so your accounting team always has an auditable record, and your close process is faster because the work is already done.

Forecasting & liquidity

Every cash driver, one consolidated view

Trovata pulls AP/AR, payroll, and operational data from wherever it lives—ERP, payroll platforms, AP tools—and aligns it with your treasury forecast. Consolidated liquidity visibility across every entity, currency, and account, without manual data pulls.

Payments

One place to control payments—wherever they originate

Payments from your ERP, payroll platform, or AP system flow into Trovata for centralized approval, formatting, and bank routing. Confirmations feed back to the source automatically. Payments data can also be imported via a direct bank API connection or Excel upload, giving your team flexible options for how data moves in.

Investments & market data

Positions, rates, and valuations —always current

Trovata connects to your investment platforms and custodians to pull in holdings, transaction confirmations, and market data—so you see cash and investments together, and accounting entries post without manual reconciliation.

Risk & exposures

FX risk and hedging, without the data chase

Trovata pulls exposure data from your ERP, trading platforms, and market data feeds—giving your team a live view of FX risk and hedge positions, with accounting entries posted automatically.

Popular integrations

netsuite
oracle
floqast
sap
yardi
blackline

+ additional ERPs and accounting platforms supported

Popular integrations

oracle
sap
netsuite
oracle jd
oracle peoplesoft
workday

+ additional ERPs and planning platforms supported

Popular integrations

sap
oracle
netsuite
cgi
allvue
yardi

+ thousands of bank connections via API and SWIFT

Popular integrations

fund connect
morgan money
gs mosaic
tradeweb
us bank
clearwater

+ additional custodians and investment platforms supported

Popular integrations

fund connect
bloomberg
lseg
sap
oracle
360t

+ additional trading platforms and ERP systems supported

Integration architecture

Built to connect to anything, including what you have today

Whether your ERP is cloud-native or has been running since before APIs existed, Trovata meets you where you are.

API-first

Real-time connectivity with modern platforms—Oracle, SAP, NetSuite, and others.

File-based (SFTP)

For legacy or hybrid environments that rely on secure file exchange. No forced upgrades, no workarounds.

Pre-built connectors

Configurable data models that map to your chart of accounts and operational structure—so implementation moves faster and customization doesn't require a consulting engagement.

Developer Portal

Build on top of Trovata

Trovata's developer APIs give your engineering team direct access to normalized cash and treasury data—so you can extend workflows, build custom automations, and push data into any system your business depends on.

Explore developer portal
api screen

Book a demo

Get a product walkthrough of Trovata with one of our experts.