Easily connect your clients’ Pacific Premier Bank accounts. No IT needed.

Stop wrangling data.

Start forecasting better. maximizing yield. moving money. inspiring leaders. driving strategy. forecasting better.

Automate analysis with intraday data from your banks.
Built for Pacific Premier Bank clients.

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Analyze and act on your cash in one unified platform.

Cash Forecasting

Steer your company confidently with AI-driven forecasting built on machine learning models. Drill down and forecast for subsidiaries individually to plan for each facet of your business.

Cash Reporting

Never scramble for a report again. Easily search cash flow by functional type and spot trends. No time to log in? Get reports auto-delivered to you via email, or access them on mobile.

Generative AI

Trovata AI is the first generative AI tool for finance and treasury. Using GPT-4 technology, securely ask open-ended, complex questions and get answers in seconds. Trovata AI takes the grunt work out of cash reporting without ever sharing sensitive financial data with OpenAI or any other third-party.

Watch a Trovata Demo

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00:00 Welcome 00:16 Balances 04:49 Account Grouping 05:23 Cash Positioning 07:49 Entities 09:33 Transactions

10:11 Transaction Search 11:40 Transaction Tagging 14:16 Tagging Module 16:48 G/L Tagging 18:52 Analysis 21:15 Reporting

24:44 Reconciliation 27:17 Dashboards 29:10 Insights 31:23 Forecasting 36:40 Workbooks 38:07 Payments

44:22 Investments 43:20 Platform Settings 45:28 Trovata AI

Secure cloud-based platform

SOC-1 Type 2 & SOC-2 Type 2 certified

View our real-time security posture

Connect your clients’ Pacific Premier Bank accounts.

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

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