Watch Recording

Trovata Platform Demo

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00:00 Welcome 00:10 Balances 04:34 Account Grouping 05:08 Cash Positioning 07:32 Investments 07:50 Entities

09:05 Transactions 09:30 Transaction Search 11:43 Transaction Tagging 14:45 G/L Tagging 16:42 Analysis 19:20 Reports

21:50 Reconciliation 24:12 Dashboard 25:12 Statements 26:42 Insights 28:33 Forecasts 36:50 Workbooks

39:30 Payments 40:57 Trovata AI 42:19 Settings

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Learn More About Transforming Your Treasury

Trovata Platform Data Sheet

Download the platform overview to learn how Trovata offers real-time insights into your company’s cash flow, empowering your team to make better and quicker business decisions.

Trovata TMS Overview

Trovata TMS modernizes treasury with near real-time visibility, automation, and connected data across every aspect of cash and liquidity management.

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Learn how Snowflake transformed daily treasury operations with automated cash positioning, analysis, and reporting tools.

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