Trovata
17 Case Studies
A Trovata Case Study
Snowflake’s treasury team, responsible for more than 100 accounts across multiple banks and entities, struggled with slow, manual bank‑portal reconciliation that ate up valuable time for a lean team. To gain speed, accuracy, and centralized visibility they turned to Trovata, using Trovata’s cash reporting suite (balances, transactions, cash positioning, reporting and analysis) as their core treasury operating system.
Trovata centralized Snowflake’s multibank data, enabled real‑time, custom reporting and tagging, and fed balance/transaction data into Snowflake for forecasting—replacing hours of manual work with one‑click visibility. The result: instant global cash views and on‑demand reports (dashboards show items like a $37.4M North America cash position and a $246M 13‑week forecast), materially increasing team efficiency, accelerating decision‑making, and improving cross‑functional collaboration thanks to Trovata’s tools.
Kevin Dai
Treasury Manager