Trovata B2B Case Studies & Customer Successes

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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.

Case Studies

Showing 17 Trovata Customer Success Stories

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Caruso achieves real-time cash visibility and automated multi-bank reporting with Trovata

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Cloud Software Group achieves real-time cash visibility and scales treasury with Trovata

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Emerald Expositions achieves automated cash reporting and real-time cash insights with Trovata

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Eventbrite achieves 48+ hours/month savings and halves annual costs with Trovata

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How EVERSANA Retired Excel Forecasts with Trovata

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GoTo achieves complete global cash visibility and saves 7+ hours/week with Trovata

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Health Food Manufacturer achieves faster month‑end closes and daily automated reconciliations with Trovata

Krispy Kreme achieves scalable treasury operations and 100% multi-bank cash visibility with Trovata

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Leading Mobile Payments Provider achieves instant cash visibility and $1M+ annualized savings with Trovata’s Enterprise Treasury Cloud

Leading Spirits Company achieves ~10 hours/week savings in cash reporting and forecasting with Trovata

Lemonade achieves real-time, automated cash reporting and consolidated liquidity visibility with Trovata

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Orbus Exhibit & Display Group achieves real-time cash visibility, 100% automated reporting, and $50K annual savings with Trovata

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Park Place Technologies achieves multibank cash visibility and 77% annual cost reduction with Trovata

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Sealaska achieves deeper treasury intelligence and maximizes yield potential with Trovata

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Snowflake achieves real-time cash visibility and faster, more accurate treasury reporting with Trovata

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Speedcast Reclaims Time and Boosts Treasury Efficiency with Trovata

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Square achieves instant global cash visibility and nearly $1M annualized savings with Trovata's Enterprise Treasury Cloud

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