Optimize Your Record-to-Report Processes with Trintech’s Unity Financial Software
Trintech offers three integrated solutions that will help your business manage the scheduling, delivery and escalation of financial close and reporting tasks:
- AssureNET GL for balance sheet reconciliation and review
- Unity Financial Close for close workflow and process management
- Unity XFR for financial statement reporting and filing (including embedded support for XBRL)
These solutions are part of our Unity Suite, and can be purchased either as separate modules or as a complete package. Sophisticated collaboration features allow you to consolidate the distributed expertise across your business into a single “production platform for finance,” streamlining efforts and increasing the speed, quality and accuracy of your financial processes.
Distributed Document Management Framework
With Trintech’s Unity Suite reporting managers can more effectively consolidate people, processes and data into a centralized management hub which helps optimize the record-to-report process. Our solutions include sophisticated document management features such as:
- Re-usable report templates which “roll forward” from period to period
- Collaboration and red-lining tools leveraging the power of Microsoft Word and Excel
- Change management, including document versioning and roll-back
- Document segmentation, allowing multiple participants to work on the same document at once
- Qualitative control testing capabilities, including on-line routing and evidence collection
- Management dashboards indicating the status of compliance controls or outstanding financial close and reporting tasks, with drill-down capabilities to individual controls, contributors or processes
- Configurable scheduling and notification tools, including automated reminders
- Disclosure formatting, including embedded support for XBRL tagging and filing
- One button push reporting for all business entities
Learn More How Trintech Solutions Streamline F&A Outsourcing:
- Learn more about how our solutions streamline the Order-to-Cash Process
- Learn more about how our solutions streamline the Procure-to-Pay Process
- Learn more about how our solutions streamline the Record-to-Report Process

