Treasury & Finance Best Practices

Treasury & Finance Best Practices

In the first edition of this year’s Trove newsletter, we bring you strategies to prepare your treasury operations for 2025, tips for better bank data management, and more. Here’s what’s in store:

The Smart Buyer’s Guide to Modern Treasury Tools in 2025: Discover how to choose the right treasury tools.

Treasurers Share How to Master Your Bank Data: Hear from treasurers as they share bank data tagging strategies.

SunOpta Streamlines Journal Entries and Month-End Reconciliation: Read how SunOpta streamlined treasury and accounting processes.

Get ready for the year and stay ahead of the curve. Dive in below!

Join us on February 26 at 10 AM PT / 1 PM ET to gain actionable insights on evaluating treasury solutions, and leveraging key features like APIs, AI, and real-time banking data to drive strategic growth.

Watch the recorded session to see how treasurers at Lemonade and Gibson use innovative bank data tagging for agile reporting, accurate forecasting, and improved financial oversight.

Read the SunOpta case study to learn how their treasury team automated daily bank reconciliations, optimized journal entries, and improved alignment between treasury and accounting teams for faster, more accurate reporting.


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