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 Transforms Their Cash Management Capabilities with Trovata

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Cloud Software Group Unlocks Real-Time Visibility and Scales Treasury with Trovata’s APIs

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How Trovata Helped Emerald Expositions with Cash Management

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Eventbrite Saves 48 Hours Monthly and Cuts Annual Costs in Half by Fixing Bank Data Quality with Trovata

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How EVERSANA Retired Excel Forecasts with Trovata

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Achieve a Greater Focus on Strategic Analysis By Reducing Cash Processing Times

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Health Food Manufacturer Streamlines Journal Entries and Month-End Reconciliation with Trovata

Krispy Kreme Scales Treasury with a Modern Cash Flow Management Platform

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Leading Mobile Payments Provider Reinvents Treasury Back Office with Bank Data Lake

Leading Spirits Company Saves 10 Hours Weekly with AI-Powered Cash Reporting and Forecasting

Lemonade Builds an Automated Cash Reporting Command Center With Trovata

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How Trovata's Cash Analysis Tech Helps Orbus Stand Out

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Park Place Switches to Trovata, Finally Achieving Multibank Cash Visibility

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Sealaska Achieves Deeper Treasury Intelligence and Maximizes Yield Potential

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Snowflake’s Treasury Team Drives Speed and Accuracy with Trovata’s Cash Reporting

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Speedcast Reclaims Time and Boosts Treasury Efficiency with Trovata

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Square Reinvents Treasury Back Office with Bank Data Lake

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