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Trovata

Founded2016
Employees83
HeadquartersSan Diego, USA
Active in6 countries

About Trovata

Trovata makes it easy for businesses to automate cash reporting, forecasting, analysis, and money movement. By bridging the gap between banks and accounting systems, Trovata helps companies gain powerful insights into their cash flows and facilitates better, quicker business decisions. As an end-to-end fintech platform for managing cash, Trovata collaborates with the world’s largest financial institutions to deliver next-gen banking services. Investors include J.P. Morgan, Wells Fargo, NAB, and Capital One. Trovata is based in San Diego, CA.

Product · Trovata

Trovata is a cloud-native software platform that leverages open banking APIs, empowering treasury teams to take full control of their multibank data with a single source of truth. Trovata automates the aggregation of bank data for you, allowing you to save time, ensure data accuracy, and drive smarter decisions. While we hold the largest library of direct corporate banking APIs, we can also ingest and normalize data from all bank connectivity types and even support manual upload. Leverage our ready-to-use data via API for integrations with ERPs, accounting platforms, custom solutions, and more. With our platform, it's easy to automate cash reporting, forecasting, positioning, analysis, and money movement. Process billions of transactions in seconds, and leverage our powerful AI/ML to get the insights that you need. Create user roles, create dashboards, and set up reports for auto-delivery to make Trovata a central hub for your team.

More details

Do you have any specific cooperation agreement with other IT vendors for pitching?

No

Bank connectivity (through which types of channel - please specify) :

API, SWIFT, H2H/sFTP & Manual Upload

Do you have any other specific functionalities:

Morgan Money, Jiko, FloQast, Sage Intacct, State Street

Do you have specific integration with Fintechs? (If YES please specify which ones):

Google-like Transaction Search, Tagging with SQL-like Queries, Healing & Data Embellishment, AI & Generative AI, Open API through Developer Portal

Do you propose solutions or functionalities based on AI? (if YES please specify):

Predictive and Generative AI for forecasting and analysis. Build forecasts using our powerful ML models or ask Trovata AI to do analysis via chat, with a prompt like: "Show a year over year comparison in a table of my total ending cash balance each month for 2020 and 2021."

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Trovata | TreasuryMap