Easily integrate your clients' Wells Fargo accounts. No IT needed.
Automating cash management for Wells Fargo clients.
Analyze and forecast with intraday data from your banks.
Built for Wells Fargo clients.
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Analyze and act on your cash in one unified platform.
Information 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.
Payments
Move money and initiate RTP, ACH and wire transfers in a single platform.
Domestic payments supported for Payment Manager Clients
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.
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.
Problems We Solve
All accounts. One login.
Logging into multiple bank portals makes it difficult to gain a complete view of your cash. See the big picture, across banks and accounts, with Trovata – the leader in corporate banking APIs.
Time and resources. Saved.
Spending hours aggregating data in spreadsheets leaves you with outdated information and errors. Generate automated reports and forecasts in just a few clicks.
Implementation. Made easy.
Typical treasury management solutions require long implementation periods & significant IT involvement. Our best-in-class connections and support team will get you up-and-running in weeks, not months.
Trusted By Industry Leaders
Trovata is the cash management solution trusted by brands you love. Our platform is built for scale and serves companies of all sizes – from startups to industry leaders.
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
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
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
Secure cloud-based platform
SOC-1 Type 2 & SOC-2 Type 2 certified
View our real-time security posture
Connect your Wells Fargo accounts.
Book a demo to get a product walkthrough of Trovata with one of our experts.