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

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

Health Food Manufacturer, a 50+ year food & beverage manufacturer with a two‑person treasury team, struggled with manual bank reconciliations, journal entries, and decentralized data across 16+ bank accounts. These processes consumed up to an hour a day and created month‑end delays and reconciliation errors. To address this, they turned to Trovata and its treasury automation platform—leveraging features like G/L tagging and Workbook exports—to centralize and streamline cash data.

Trovata implemented rule‑based G/L tagging, automated Workbook exports, and integrations with Power BI and Oracle so transactions are categorized and formatted for ERP upload automatically. The fast six‑hour setup and phased rollout enabled full automation of key processes in three months, delivering real‑time cash visibility, faster month‑end closes, and measurable time savings (about 10 hours per month) while reducing manual errors and improving alignment with accounting.