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

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

Cloud Software Group, a 10,000+ employee software company managing over 300 bank accounts across 40+ banks and 100+ entities, struggled with manual data collection and fragmented reporting across Power BI and Alteryx that left treasury without real-time visibility. To address this, Cloud Software Group selected Trovata and its open banking APIs (SOC‑compliant) to automate bank connectivity and centralize cash data.

Trovata delivered automated API feeds, standardized data transformation, transaction tagging and a centralized reporting layer that was implemented in weeks without IT support. As a result, Trovata gave Cloud Software Group real‑time cash flow visibility across 100+ entities and 300+ accounts, reduced time spent on manual data pulls, improved treasury intelligence, and cut bank access fees by consolidating reporting in a single platform.

Cloud Software Group

Bruce Edlund

Assistant Treasurer