Trovata helps businesses automate the work it takes to gather and normalize all of its financial data. Trovata lets finance and treasury teams access, build, manage, and control their own trove of financial data – from banks, business & accounting systems, and external markets – connecting to these sources in minutes. We help CFOs answer simple questions that are difficult to answer without doing hours or days of work like, “How much cash do we have right now and where is it going?” This lets us intelligently drive efficiencies through transparent visualization, workflow automation, and machine learning that can transform financial operating performance.

JP Morgan

FINTOP Capital

Capital One Ventures

Wells Fargo Strategic Capital

Pivot Investment Partners

JPMorgan Chase & Co.

NAB Ventures

FIN Capital

Trovata

We’re thrilled to announce our new partnership with NAB to bring our revolutionary cash management platform to Australia! NAB Liquidity+, powered by Trovata’s AI-based technology, revolutionizes the banking experience for NAB’s corporate customers.

NAB Liquidity+ combines bank balances and transaction data seamlessly on one platform, automating cash management workflows for efficient operations.

Learn more here: https://bit.ly/3GufTtb

Is your forecasting process filled with manual, tedious complexities in Excel? 📊 Catch Fintech Corner’s new episode, as Joseph Drambarean chats with Yannis Katsaros, Software Engineer at Trovata, about the key benefits of utilizing ML tech solutions in finance.

🎬 Watch the full episode here: https://bit.ly/48iUsXt

Want to see how your team can automate and optimize a 13-week forecast? 
Join us on February 21 at 10 AM PT to discover how #finance teams are reducing tedious manual tasks when it comes to forecasting. 
➡️ Save your spot here: https://bit.ly/48TS8Hs

Looking for ways to modernize your #treasury operations? 🤔 Read our latest blog to learn how #CFOs are obtaining real-time data and accelerating growth opportunities. 
➡ Check out the full blog here: https://bit.ly/3SCUKCT

Discover how lean treasury teams effectively maximize yield and save time on reporting and #forecasting. 🙌 Join us on February 21 for a live 30-minute session at 10AM PT to see how you can revolutionize your #treasury operations. Register here: https://bit.ly/48TS8Hs

Still manually scouring through spreadsheets to generate forecasts? 📊 See how Sealaska expanded forecasting capabilities with Trovata’s API-based platform. Want to learn more?  
➡️ Access insights here: https://bit.ly/4aQz7ap

How did GoTo achieve complete cash visibility across 50+ bank accounts with Trovata’s API-based platform? Check out the case study to see how GoTo’s finance team gained deeper cash insights in real-time. Learn more here: https://bit.ly/36qyF64

Trying to save time and maximize yield on a lean treasury team? Join our 30-minute session on February 21 at 10AM PT to see how you can more efficiently allocate cash with automated reporting and forecasting. Register here to save your seat: https://bit.ly/48TS8Hs

Elevate your multi-subsidiary cash operations with proven strategies for 2024. Get exclusive insights into advanced #treasury intelligence, #AI, and digital transformation.
🗞 Subscribe to our monthly newsletter for updates on events, trends, and industry news!

Say goodbye to endless hours manually aggregating bank data! 👋 See how Sealaska saves 10+ hours every week using Trovata's API-based platform.
 ➡ Learn more here: https://bit.ly/4aQz7ap

Trovata, Inc.

Trovata Pay

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Founder / CEO

Brett Turner

Chief Revenue Officer (CRO)

Dylan Boudraa

Scott Harrington

Director of Sales

Alex Vogel

VP of Sales

Dave McCutcheon

Operations

Jelani Vassall

Marketing and Product

Joe Barker

VP of Business Development

Lisa Gutu

Vice President of Product

Ryan Voris

VP of Client Success

Tracey Knight

Justin Brimfield

Basil Darwish

Joseph Drambarean

Sr. Director - Engineering & Operations

Founder & CEO

Software Early Stage Companies With Less Than $500M in Revenue

California Early Stage Companies With Less Than $1B in Revenue

Western US Early Stage Companies With Less Than $10M in Revenue

Western US Early Stage Companies

About Trovata  
Trovata makes it easy for businesses to automate cash reporting, forecasting, and analysis. By bridging the gap between banks and accounting systems, Trovata is helping companies gain powerful insights into their cash flows that drive better and quicker business decisions. Today, Trovata is helping companies transform finance and treasury operations using open banking and machine learning. With direct APIs with most major banks, new clients can get set up quickly. Trovata is based in San Diego, CA. To learn more visit www.trovata.io.

Series B - Trovata

Series A - Trovata

Seed Round - Trovata

Angel Round - Trovata

San Diego

California

United States

North America

The Top Treasury Management Software Vendors According to the FeaturedCustomers Fall 2024 Customer Success Report

Trovata and State Street's Fund Connect Integrate to Streamline Corporate Investing

Trovata’s Multibank Connector Offers Extensive API Library

Trovata Launches Multibank Connector with the Largest Open Network of Corporate Banking APIs Globally for Account Data & Payments

Spain’s Embat, which has raised $16M, plans to compete with Trovata in real-time accounting

Trovata, NAB unveil NAB Liquidity+ for advanced cash management

Trovata Brings Next-Generation Banking for National Australia Bank

Trovata and Jiko Partner to Empower Corporate Treasurers with Insightful Investment into Short-Term US Treasury Bills

Trovata partners with J.P. Morgan

Trovata, JPMorgan Partner to Streamline Treasury Payments

Nigeria

Africa

Kenya

India

Asia

Ghana

Kyriba focuses on enterprise liquidity management in the financial services sector, offering treasury management, risk management, payments processing, and working capital management.

Kyriba

Invoiced provides solutions for automated cash management for businesses, competing with Trovata in the same space.

Invoiced

Coupa offers a range of services including spend management, procurement, and invoicing, competing with Trovata in the financial services sector.

Coupa

Causal provides financial modeling and forecasting software, offering features that are relevant to businesses in need of cash management solutions.

Causal

Trovata is a data-driven enterprise fintech platform that automates cash reporting, forecasting, and analysis, bridging the gap between banks and accounting systems to provide powerful insights into cash flows for better business decisions.

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Trovata, Inc.