Trovata.io is the first solution powered by open banking to automate cash management.

We leverage prebuilt open banking API’s with most U.S. banks to centralize cash positions and automate FX translation. This aggregated cash position is then a starting point for a cash forecast, which is enhanced by A/P & A/R aging feeds from Sage Intacct.

Flexible scenario modeling lets users evaluate the cash impact of business decisions on the fly to make more strategic decisions.

Key Benefits:

1. Automate manual workflows for cash forecasting, reporting, and FX translation.
2. Enable real-time scenario modeling for strategic decision making on the fly.
3. Consolidate and easily search across all transactions and bank accounts.
4. Eliminate risk associated with reporting on cash manually in Excel.
5. Centralize data from Sage Intacct, banks, and excel reports, driving insights with built-in business intelligence.

System Requirements:
To enable the integration, Sage Intacct users are NOT required to purchase: Sage Intacct Web Services - Developer License

Price:
Fees are typically paid annually and vary based on complexity of bank partnerships. Starting at $3600 per year.

Integration Approved Countries:
United States;