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Trovata automates cash management for corporate finance and treasury teams by centralizing bank and accounting data to deliver cash reporting, forecasting, and transaction analysis. The cloud-native…

Trovata automates cash management for corporate finance and treasury teams by centralizing bank and accounting data to deliver cash reporting, forecasting, and transaction analysis. The cloud-native…
What they do: Cloud-native cash management and treasury platform automating cash reporting, forecasting, transaction tagging, and analytics
Customer scale (reported): Platform reported managing over $100B of cash for nearly 200 enterprise customers (company materials)
Tech / differentiator: Bank API integrations (direct connections to many banks), developer APIs, serverless data platform, security & private AI capabilities
Headquarters: San Diego, California
Corporate cash and liquidity management for finance and treasury teams
Fintech / Treasury Software
9000000
Strategic $9M tranche announced alongside acquisition of ATOM Treasury & Risk
20000000
Company press release announced a $20M round with participation from Capital One Ventures and Pivot Investment Partners
“Backed by a syndicate of banks and strategic financial institutions including JPMorgan, PNC, State Street, Capital One, Wells Fargo, NAB, and Mastercard”
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