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E10 - We Built a ChatGPT for Finance & Treasury
At Trovata, we asked ourselves, "What if, instead of the end user having to be an expert in how to use Trovata and all of our tools like reporting, forecasting, and tagging, ChatGPT could do it instead? What if it became the expert in our platform?" And so, Trovata AI was born.
Listen to this episode to hear about the Trovata AI assistant for treasury and finance teams, which is currently in beta for our customers. Brett and JD deep dive on how our tool helps you to avoid garbage-in, garbage out and leverage this powerful technology. With generative AI, finance professionals can become the smartest people in the room and answer the toughest cash flow questions on the fly.
Episode Highlights:
Watch the product walkthrough on YouTube: https://youtu.be/1vDnZKFRN6Q?t=2178
Learn more about the launch here: https://bit.ly/44lkc4N
Coupon Code: Try Trovata’s automated forecasting 10% off every month for one year using coupon code: FC10
This episode is brought to you by Trovata.io.
Trovata.io empowers everyone to analyze, report, forecast, move – manage cash like a pro – no matter who your business banks with. Save time, ensure data accuracy, and drive smarter decisions with access to your data across multiple banks and accounts - it’s free to get started. Learn more about Trovata at https://bit.ly/3JXHbcC.
Connect with our hosts:
About Joseph “JD” Drambarean
JD is Trovata’s Chief Product Officer. Previously, he served as a Director of Strategy with the mobile app design firm, Punchkick Interactive. There, he was responsible for developing roadmaps and executing global product launches for brands like Marriott International, Allstate Insurance, and Harley-Davidson. He later served as a Senior Manager in Capital One’s Digital Product Management team. Joseph is a Chicago native, and graduated with a BA in Political Science & Economics from Loyola University of Chicago.
Connect with JD on Linkedin: https://www.linkedin.com/in/jdrambarean
About Brett Turner:
After starting his career as a CPA with the Deloitte audit practice, Brett gained progressive experience in corporate finance and accounting managing SEC reporting for Amazon and then becoming VP of Finance for Worldwide Packets (sold for $300M+ in 2008). Across his last three roles as a startup Co-Founder / CFO, Brett has raised over $100M in equity and venture debt financing while helping create over $500M in shareholder value. Today, he is the founder and CEO of the cash management platform, Trovata. Brett is a Seattle native, with a BA in Finance from Seattle Pacific University.
Connect with Brett on Linkedin: https://www.linkedin.com/in/brett-turner/
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By Fintech CornerAt Trovata, we asked ourselves, "What if, instead of the end user having to be an expert in how to use Trovata and all of our tools like reporting, forecasting, and tagging, ChatGPT could do it instead? What if it became the expert in our platform?" And so, Trovata AI was born.
Listen to this episode to hear about the Trovata AI assistant for treasury and finance teams, which is currently in beta for our customers. Brett and JD deep dive on how our tool helps you to avoid garbage-in, garbage out and leverage this powerful technology. With generative AI, finance professionals can become the smartest people in the room and answer the toughest cash flow questions on the fly.
Episode Highlights:
Watch the product walkthrough on YouTube: https://youtu.be/1vDnZKFRN6Q?t=2178
Learn more about the launch here: https://bit.ly/44lkc4N
Coupon Code: Try Trovata’s automated forecasting 10% off every month for one year using coupon code: FC10
This episode is brought to you by Trovata.io.
Trovata.io empowers everyone to analyze, report, forecast, move – manage cash like a pro – no matter who your business banks with. Save time, ensure data accuracy, and drive smarter decisions with access to your data across multiple banks and accounts - it’s free to get started. Learn more about Trovata at https://bit.ly/3JXHbcC.
Connect with our hosts:
About Joseph “JD” Drambarean
JD is Trovata’s Chief Product Officer. Previously, he served as a Director of Strategy with the mobile app design firm, Punchkick Interactive. There, he was responsible for developing roadmaps and executing global product launches for brands like Marriott International, Allstate Insurance, and Harley-Davidson. He later served as a Senior Manager in Capital One’s Digital Product Management team. Joseph is a Chicago native, and graduated with a BA in Political Science & Economics from Loyola University of Chicago.
Connect with JD on Linkedin: https://www.linkedin.com/in/jdrambarean
About Brett Turner:
After starting his career as a CPA with the Deloitte audit practice, Brett gained progressive experience in corporate finance and accounting managing SEC reporting for Amazon and then becoming VP of Finance for Worldwide Packets (sold for $300M+ in 2008). Across his last three roles as a startup Co-Founder / CFO, Brett has raised over $100M in equity and venture debt financing while helping create over $500M in shareholder value. Today, he is the founder and CEO of the cash management platform, Trovata. Brett is a Seattle native, with a BA in Finance from Seattle Pacific University.
Connect with Brett on Linkedin: https://www.linkedin.com/in/brett-turner/