Trovata

Trovata

Software Development

San Diego, CA 8,601 followers

Automated Cash Management & Forecasting, powered by Open Banking.

About us

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.

Industry
Software Development
Company size
51-200 employees
Headquarters
San Diego, CA
Type
Privately Held
Founded
2016
Specialties
cash, cash management, cash forecast, cash flow, cash flow analysis, automation, data science, machine learning, cash insights, cash analytics, cash solutions, online banking, open banking, cash position, bank integration, working capital, cash flow optimization, CFO, Treasury, and Treasurer

Products

Locations

Employees at Trovata

Updates

  • View organization page for Trovata, graphic

    8,601 followers

    Exciting news: Trovata is working with Swift to modernize global multibank connectivity! 🎉 Trovata has connected to Swift through Alliance Cloud, Swift’s cloud access solution, which provides API connectivity to Swift’s community of more than 11,500 banks, financial institutions, and corporates. As the pioneer in bank APIs for corporate finance and treasury, we’re thrilled to innovate with Swift to enhance our customer experience and continue normalizing bank data across new and legacy protocols. Learn more about the collaboration here: https://bit.ly/405KWqr

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  • View organization page for Trovata, graphic

    8,601 followers

    Things are heating up in this special episode of Fintech Corner! 🔥 Join Brett Turner, Trovata’s CEO & Founder, and Chris Allen, VP of Sales, as they tackle the hot sauce gauntlet from #HotOnes, paired with Nashville’s famous Hattie B's Hot Chicken, while unpacking the tech innovations redefining finance. From API-driven data to AI's impact on treasury, it’s a spicy journey with insights you don’t want to miss. Think you can handle the heat? 🌶️  Catch the full episode this Thursday! 

  • View organization page for Trovata, graphic

    8,601 followers

    Unlock smarter liquidity management with Trovata and Swift! 🤝 Trovata has always offered a unified view of corporate banking data, giving businesses more control and real-time visibility. As the pioneer in bank APIs for corporate finance and treasury, we’re thrilled to now connect to Swift’s Alliance Cloud, enabling API connectivity to Swift’s community of more than 11,500 banks, financial institutions, and corporates. Read all about our collaboration: https://bit.ly/405KWqr

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  • View organization page for Trovata, graphic

    8,601 followers

    Ready to put your golf skills to the test at #AFP2024 - while learning how you can optimize your investment strategy? Join Trovata and State Street’s Fund Connect for a fun round of putt-putt on October 22 at 1:30 PM, booth #1711! ⛳ Swing by for friendly competition and learn how our integration empowers you to identify excess cash and take action—all in one seamless platform.🏌️♂️ View details here: https://bit.ly/3zukagq

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  • View organization page for Trovata, graphic

    8,601 followers

    We crossed the finish line with a packed house at our co-hosted happy hour with J.P. Morgan Payments and Morgan Money! 🚦 Thanks to everyone who made a pit stop for spirits, snacks, and insights on accelerating cash management and investment strategies. Missed the event? There’s still time to visit us at booth #729 or chat with us here: https://bit.ly/3zukagq.

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  • View organization page for Trovata, graphic

    8,601 followers

    Our AFP session, "Hello API Payments, Goodbye Batch Processing Pains," was a hit! We unpacked how API payments revolutionize finance operations —minimizing payment failures and simplifying reconciliation. No more batch processing headaches. Just pure efficiency. Missed the session? Don't worry, stop by our booth 729 to learn more!

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  • View organization page for Trovata, graphic

    8,601 followers

    🏁 Ready, set, network! Join Trovata, Morgan Money, and J.P. Morgan Payments for an exclusive happy hour TODAY at booth #729 from 2:45 - 3:30 PM CDT. Fuel up with speedway spirits and pit-stop snacks while discovering how Trovata’s cash management platform and Morgan Money’s global trading solution can supercharge your data-driven investment strategies. Don’t miss it! 🏎️ Learn more about our networking event here: https://bit.ly/3zukagq

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  • View organization page for Trovata, graphic

    8,601 followers

    We’re LIVE at the Executive Institute session at #AFP2024 with industry leaders from Trovata, PNC, Cloud Software Group, and Parker University! Our panel is diving deep into "What Does Today’s Treasurer Need to Know About Generative AI?" Catch the insights on how #GenAI is transforming treasury operations and shaping the future of finance. Stay tuned for more highlights from the session!

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Funding

Trovata 7 total rounds

Last Round

Series B

US$ 27.0M

See more info on crunchbase