Before Trintech: Managing High Volume with Highly Manual Processes

Q: Monique, could you start by introducing yourself and sharing the challenges that led Affordable Care to look for a solution?

A: My name is Monique McDonald, and I’m the Senior Manager of Internal Controls at Affordable Care—the largest dental service organization specializing exclusively in tooth replacement, operating since 1975.

Our journey with Trintech is a bit unique. We first looked into implementing an automation solution more than five years ago, but at the time our general ledger structure wasn’t adequately organized, so we moved away from it briefly. Very quickly, however, we realized that Trintech was exactly what we needed. After transitioning to a single GL structure and reconfiguring the system, we were finally able to unlock the full benefits.

The challenge was significant: we reconcile over 600 bank accounts every month, and our legacy tools simply couldn’t support that volume.

Choosing a Solution Built for Scale

Q: When you evaluated the market, what criteria mattered most and why did Trintech emerge as the best fit for your high-volume reconciliation challenges?

A: We needed something easy to use, scalable, and powerful enough to manage our high volume. Trintech kept coming up during our research—Google, YouTube, their website. I remember reading, “too much volume, too much time, too many manual processes” and thinking, “That’s us. Exactly us.”

The solution was clearly designed for organizations like ours that live in high-volume reconciliation.

Real ROI: Lower Costs, Faster Close, and Better Collaboration

Q: What measurable ROI have you seen since implementing Trintech?

A: There are three major areas in which we’ve seen ROI.

• ROI #1: Immediate Cost Savings

First, the solution itself was an immediate cost savings compared to what we were previously using.

• ROI #2: Month-End Work Cut From 36 Hours to Less Than One Business Day

Second, certain general ledger tasks tied to bank activity used to take over 36 hours each month. With Trintech, those tasks now take less than one business day – a dramatic reduction.

• ROI #3: Smarter, Faster Collaboration Across Departments

Third, Trintech has enabled other departments – like Treasury – to make smarter operational decisions.

Daily Impact: Stronger Communication, Fewer Surprises, More Control

Q: How has Trintech changed your day-to-day operations?

A: The Research tool is a game-changer. With over 400 practices, communication can get complicated. If a deposit is missing, we flag it, trigger automated notifications, and it lands at the top of their inbox the next morning. Nothing slips through the cracks.

With bank data feeding directly into Trintech, we now have genuine real-time transparency. If something hits an account that shouldn’t be there, we can address it immediately—not after the fact.

Trintech has also helped us identify control gaps and process improvements we couldn’t see before.

High-Volume Matching at Scale: 4 Million+ Transactions and 90% Match Rate

Q: How much activity is flowing through your Trintech environment today?

A: We’ve processed over 4 million transactions so far and are seeing a 90% match rate, with more optimization coming over the next 6–12 months.

The best way to describe it?

“Trintech blows away the hay and leaves you with the needles.”
 Instead of digging through noise, we focus only on what truly needs attention—and that’s where the biggest time savings live.

True Partnership: “Trintech Has Been Our Biggest Cheerleader”

Q: What has your relationship with the Trintech team been like?

A: Collaborative and encouraging. We know the people behind the support responses. And our account manager has genuinely been our biggest cheerleader—helping us explore new capabilities and continuously improve. It never felt like a one-time implementation; it feels like a partnership.

Transformation Outcomes: Better Controls, Better Data, Better Decisions

Q: How has your financial transformation evolved since partnering with Trintech?

A: Transparency into bank activity has been the biggest change. With automated data pulls and structured views, we can clearly see:

• Which transactions belong where
• What’s unusual
• Where additional controls may be needed
• Where data gaps exist

Trintech shines a light on all of that, helping us move from reactive to proactive financial management.

Advice for Organizations Beginning Their Automation Journey

Q: Many companies are still stuck in Excel. What advice would you offer them?

A:

• Tip #1: Be realistic about where you are today.

Detach from “the way things have always been done.” Visualize your ideal future state—procedurally and operationally—then find the solution that supports that vision.

• Tip #2: Understand your data.

Know what you need, where it lives, and what it should look like when it flows into your solution.

If you get those two things right, your implementation will be much smoother than you expect.

Work-Life Balance Restored

Q: Trintech’s purpose is to give people time back. Has that held true for your team?

A: Year-end cash reconciliation used to mean long hours and overtime—especially around the holidays. Our team is dedicated, but they also deserve time with their families.

Now, we’re looking forward to December 31st not being a stressful, overtime-filled day. People can take time off, relax, and enjoy the season. And for me personally? I was finally able to plan a fall vacation.

It’s given us peace of mind, better work-life balance, and time back both professionally and personally.