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Trovata

Trovata

Software Development

San Diego, CA 9,740 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.

Website
http://trovata.io
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

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Locations

Employees at Trovata

Updates

  • Trovata reposted this

    View profile for Brett Turner

    Founder and CEO at Trovata 🚀 — manage cash like a Pro!

    Corporate customer and partner adoption on Trovata is accelerating. We're hitting new levels of scale on several fronts. Launching full TMS capabilities in July was a compelling driver. And now #stablecoins are our force multiplier. 🤯 With the launch of our CORP$ stablecoin service, we're starting with low hanging fruit for our corporate finance and treasury customers -- simplify and automate intercompany payments: ⚡ real time ⚡ 24/7 ⚡ free -- all within the context of where you manage corporate cash & liquidity today. Context matters (app layer for corporates) for mainstream adoption! Trovata = distribution 🚀 Grateful for our incredible team to reach these milestones and momentum! 🙏

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  • AI is moving fast—but enterprise adoption still starts with one thing: data readiness. In episode 3 of Fintech Corner, Brett Turner sits down with Matthew Bramson to talk about what he learned at IBM as #AI began reshaping the enterprise landscape—and why treasurers win when they can speak the data language CIOs and CFOs care about. 👉 Accuracy, governance, lineage, trust, access 👉 Point-and-shoot AI vs. scalable AI 👉 How great data foundations unlock real innovation Catch the full episode here: https://bit.ly/3WYkImP

  • AI is racing ahead — but stablecoins might just rewrite the rules of payments. 💸 Brett Turner and Craig Jeffery explore how stablecoins are reshaping the way treasurers move cash — and how the Genius Act could accelerate a new era of blockchain-powered #payments. The next financial revolution? It might not be in banks… but on the #blockchain. ⚡ 🎧 Watch the full episode here: https://bit.ly/4prl1D5

  • Treasury technology hasn’t evolved in decades — that changes now. Join us on December 11 at 11 AM PT / 2 PM ET for an exclusive first look at Trovata #TMS, the next generation of end-to-end #treasury management tech. See how Trovata unifies cash management, forecasting, payments, investments, FX, and financial accounting—all in one connected, data-driven platform. Register below! 👇

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  • Ever automated your #treasury system… with a Radio Shack timer? 💾 In this Fintech Corner episode, Craig Jeffery from Strategic Treasurer LLC tells Brett Turner, Founder & CEO of Trovata, how his treasury “scheduled automation” long before APIs—with timers, floppy disks, and batch files that ran before sunrise. A hilarious and eye-opening look at how far fintech innovation has come—and proof that creativity has always powered automation. 🎙️ Watch the full episode here: https://bit.ly/4prl1D5

  • Endless spreadsheets. Manual uploads. Late nights closing the books. Trovata and FloQast are eliminating the grind with automation that makes bank data aggregation effortless and accurate. Together, we’re automating the flow of bank data — from transaction uploads to reconciliation — so accounting teams can close faster and more accurately. Learn more about our integration here: http://bit.ly/3KZ0SoQ

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  • Stablecoins aren’t just another crypto buzzword—they could redefine how money moves in corporate #finance. Kicking off a series of Fintech Corner episodes filmed on the floor at this year’s AFP, Brett Turner and Joseph Drambarean break down why many institutions are still hesitant to act—and what’s changing fast. 👉 Catch the full episode here: https://bit.ly/47qh37r

  • Time is money — so why spend hours buried in spreadsheets? Learn how Speedcast transformed their treasury operations by moving to Trovata, unlocking massive efficiency gains: 🔹 30–40 hours a week saved from manual data processing 🔹 Smaller, more agile team without sacrificing accuracy 🔹 Automated cash visibility and reporting across the business Read the full success story here: https://bit.ly/4mfOwW4

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Funding

Trovata 8 total rounds

Last Round

Series B

US$ 9.0M

See more info on crunchbase