"It used to take our team hours to run a daily cash report. Now it's minutes.”

"With Trovata the data is normalized and we now have a single source of truth where we can see everything we need to see. We are no longer manually logging into multiple portals and then spending hours aggregating that information. Trovata saves us so much time and enables us to …

"As treasurer, my role has to do with funding the business and optimizing its lifeblood; cash. Just like the human body needs good blood flow to stay healthy, a global enterprise needs proper cash flow. It’s vital we ensure proper flow and circulation of our cash.”

"Trovata has been critical in helping our team manage cash from hundreds of bank accounts across all of our real estate holdings with direct bank APIs and automated reporting."

"Trovata has greatly simplified our cash position reporting by eliminating the need to log into multiple banking portals. We have additionally gained tremendous insights into our cashflow and have enhanced our cash flow forecasting capabilities. Features like ‘Tags’ provide great efficiencies in our day to day operations."

“Our clients are looking for a better way to visualize and analyze cash flows and the need for such a solution has become even more germane given the unprecedented volatility in our global economy.”

"Trovata has saved me multiple times when I just needed a quick view of cash trends. I simply used my phone to login. It was so easy."

"Our common treasury clients are the big winners of integrated cash forecasts and short-term investments. The beauty of the workflow between ICD Portal and Trovata’s API platform is that clients don’t have to do anything to gain the efficiencies that come from this integration – it’s turnkey."

"We had balances and transactions in PowerBI and some of it tagged for actuals. But we needed a dedicated system to build a solid, sustainable solution to achieve real-time treasury.”

“Before Trovata, we were manually doing all reporting in Excel and sending that to the CFO for review. We were able to automate this process and our CEO is able to log into the portal and view real-time reporting.”

“Managing our cash flow involved navigating a number of separate banking platforms and systems. It was often a challenge to gather all the necessary data and get a comprehensive, accurate view of our cash flow and investments. That made it difficult to provide timely insights on things like mid-month reporting …

"We’ve seen far better accuracy in our cash forecast—and significantly reduced the time we spend manually reporting data to leadership.”

"While you can build reports in many legacy treasury management systems, it’s not as user-friendly as Trovata. The daily API with transaction details makes reconciliations on Trovata much easier compared to our previous TMS."

“We faced challenges in efficiently reviewing past records and recalling details of specific transactions from weeks prior. By month-end, transactions requiring clarification were often harder to locate amidst newer entries.”

"Trovata has become a core part of our daily treasury operations. It gives us the visibility, speed, and flexibility we need to run lean and still operate at scale while reaching our goals faster.”