Case Study: Leading Spirits Company achieves ~10 hours/week savings in cash reporting and forecasting with Trovata

Leading Spirits Company Saves 10 Hours Weekly with AI-Powered Cash Reporting and Forecasting

Leading Spirits Company, a global luxury spirits provider, faced a labor‑intensive US treasury process—logging into multiple banks, updating spreadsheets, and categorizing every transaction—which consumed roughly 10 hours weekly. To streamline operations and improve cash data quality, they partnered with Trovata and deployed its multi‑bank automated cash management platform, leveraging Banking APIs, Trovata Query Language (TQL), and AI forecasting.

Trovata centralized all US bank accounts as a single source of truth, automated categorization and reporting with TQL, and introduced AI‑powered cash forecasting to reduce manual reconciliation. The solution saved the company about 10 hours per week, delivered real‑time cash visibility that improved alignment between the CFO and Treasury, and freed staff for more strategic analysis, with plans to expand Trovata to other regions.