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

Caruso Transforms Their Cash Management Capabilities with Trovata

Caruso, a privately owned, industry‑renowned real estate and hospitality company, faced the challenge of managing cash across hundreds of bank accounts and spending extensive time on manual reporting. To centralize cash data and streamline analysis, Caruso turned to Trovata to aggregate bank balances and transactions via direct APIs for multi‑bank cash reporting and analysis.

Trovata connected Caruso’s banks through direct APIs, enabled hourly-refresh bank data, and provided Search+Tag™ natural‑language tools plus automated reporting and forecasting workflows. The Trovata platform gave Caruso full visibility into cash positions and operating cash flows in one place, reduced manual preparation, sped decision‑making with near‑real‑time data, and automated daily cash reporting across all properties.

Caruso

Fabian Khoshbakht

Chief Financial Officer