Trovata Platform

Connecting traditional and digital finance

Trovata connects banks, data, and digital money movement to power the next generation of finance. Built on cloud-native infrastructure, it standardizes financial data across banks and systems, enabling AI-driven insights and intelligent workflows.

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Trusted by top industry
leaders around the world

Different paths, one platform

The Trovata platform is delivered through connected experiences that meet finance  and treasury teams where they are—and scale as their needs evolve.

Trovata Cash

Unified bank data and cash visualization

Trovata Cash brings together balances, transactions, and liquidity data for fast, flexible cash analysis. Built on standardized bank data, it offers intelligent search, tagging, reporting, and dashboards that help finance teams answer cash questions quickly and confidently.

Best for teams that need immediate cash visibility to replace manual processes.

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Trovata TMS

AI-native treasury operations and automation

Built on the same standardized, connected bank data, Trovata TMS supports advanced treasury workflows. Embedded AI turns real-time treasury data into insight and automation across risk management, banking, capital markets, payments, and accounting.

Best for treasury teams managing complex multi-bank, multi-entity workflows.

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Trovata Data

Fully managed service for bank connectivity and normalized financial data

Trovata Data delivers standardized bank data at scale through a developer portal built for integration and development. With managed connectivity and normalized financial data, teams can power analytics, AI, and digital money movement.

How it works together

All Trovata products run on the same modern data foundation and cloud-native infrastructure.

One real-time data foundation

Direct multibank connectivity

Normalized, bank-grade financial data

Purpose-built products that work independently or together

You're in good company

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“Trovata is like having my very own employee which is incredibly valuable. It handles the heavy lifting by automating data aggregation, categorization, and reporting. Everything comes back to tags.”

Robert DiTondo

Senior Treasury Manager at Lemonade

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“We started with one of our primary banks and set up an account on their developer portal, Trovata got access and the data started flowing. It took a week or two. The process was quick and super easy!”

Bruce Edlund

Assistant Treasurer at Cloud Software Group

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“Eyes on our cash was our biggest problem before we had any treasury system. We were relying on monthly ERP balances and lacked access to certain international bank accounts.”

Megan McLaughlan

Treasury Manager at Park Place Technologies

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See Trovata in action

FAQ

Where should teams start if they’re early in their treasury journey?

Most teams start with Trovata Cash to gain real-time visibility. As complexity grows, they expand into treasury workflows with Trovata TMS or data-driven use cases with Trovata Data—without changing platforms.

Who does Trovata serve?

Trovata serves treasury and finance teams at companies of all sizes, from organizations seeking fast cash visibility to enterprises managing complex, global treasury operations. The platform is also used by banks, fintechs, and software providers that embed bank connectivity, financial data, and treasury capabilities into their own products and services.

What’s your infrastructure built on?

Trovata is built on a modern, cloud-native architecture running on AWS. The platform uses direct bank connectivity, a shared real-time data foundation, and secure, scalable infrastructure to support treasury operations, financial data, and embedded AI.

How can I upgrade from Trovata Cash to Trovata TMS?

Upgrading from Trovata Cash to Trovata TMS is straightforward. Because both products run on the same underlying data foundation, teams can expand into advanced treasury workflows without re-implementing bank connectivity or starting from scratch. Your Trovata team will guide you through enabling additional capabilities as your needs evolve.

Can I use just one product?

Yes. Each Trovata product can be used on its own or combined as your needs evolve.

How is Trovata different from legacy treasury systems?

Trovata is built on real-time data and cloud-native infrastructure, not batch files and overnight processing. This means treasury teams get current visibility, fewer manual handoffs, and workflows that stay in sync as conditions change, without the delays and workarounds common in legacy systems.

How long does implementation take?

Teams using Trovata Cash are typically up and running in weeks, since it focuses on direct bank connectivity and core cash visibility. Trovata TMS implementations usually take several weeks, depending on the number of banks, entities, and workflows in scope. Trovata Data timelines depend on connectivity and data volume, but teams can often begin accessing normalized bank data quickly once connections are established.

What banks and systems does Trovata support?

Trovata supports hundreds of banks globally through the world’s largest library of open banking APIs, with additional reach through direct connectivity to SWIFT’s global network of 11,500+ financial institutions. Trovata also integrates with leading ERP and accounting systems to keep bank, treasury, and finance data connected end to end.