Trovata
17 Case Studies
A Trovata Case Study
Emerald Expositions, a leading U.S. B2B trade show operator, was producing daily cash reports manually in Excel—pulling Bank of America data, categorizing transactions by cash-flow type, and spending about an hour each day (with even more time for ad hoc analysis) to prepare the CFO’s reports. To address this inefficiency, Emerald turned to Trovata’s cash management platform, including Trovata Tags™ for transaction categorization and automated reporting.
Trovata automated Emerald’s cash reporting and tagging workflows so the CFO now receives morning reports by email and can drill into real-time details in the Trovata portal. The implementation required zero internal IT resources, freed about 10 hours per week of manual effort, automated 100% of routine cash reporting, and enabled immediate, actionable bank-data analysis for the finance team.
Faheem Sorathia
Former Accounting Manager