Trovata is an AI-native treasury platform for real-time cash visibility and forecasting. See verified pricing, features, security, and bank/ERP integrations.
Trovata is a cloud-based cash and liquidity management platform for corporate treasury and finance teams. Founded in 2016 and headquartered in the San Diego, California area, the company connects directly to banks via API and SWIFT — as well as ERP, accounting, and market-data systems such as NetSuite, SAP, Oracle, Workday, FloQast, and BlackLine — to normalize cash, transaction, and banking data into a single real-time view.
The platform includes Trovata Cash for unified bank data visualization, tagging, reporting, and dashboards; Trovata TMS, a fuller treasury operating system built on the ATOM TMS acquired from Financial Science Corporation, covering capital markets tracking, intercompany banking, global payments automation, and interest-rate/FX hedging; Bank Pro, a white-labeled version banks and fintechs can offer their own clients; MultiBank Connector for multi-bank connectivity; and Trovata Data, exposing normalized bank data via API. An AI layer ('Trovata AI') summarizes cash positions and automates repeatable work.
Trovata has raised roughly $80 million in funding, including strategic investment from JPMorgan Chase, PNC, State Street, Wells Fargo, Capital One, and Mastercard. Publicly referenced customers include Block (Square), Etsy, Krispy Kreme, Sonos, Bosch, Lemonade, CSG, Cloud Software Group, and Park Place Technologies.