Before Trintech: Manual Reconciliations at Massive Scale

Q: Jamie, can you introduce yourself and describe the reconciliation challenges Texas A&M was facing?

A: My name is Jamie Crenshaw, and I’m an Assistant Financial Manager at Texas A&M University. We’ve been a Trintech customer for 20+ years, but like many large organizations, our journey with reconciliation automation has evolved over time.

Texas A&M is enormous—not just the flagship campus, but also regional institutions like Corpus Christi, Galveston, and Kingsville. We have 40,000+ students, and that means an incredible volume of tuition and financial transactions flowing through our systems.

For years, some of our reconciliations were still being handled in Excel. Managing that level of volume manually was extremely difficult and time-consuming.

Unlocking Trintech’s Full Potential with the Recon Group

Q: What changed recently in your Trintech journey?

A: Last year, we met the Recon Group at the Trintech Connect conference and we honestly wished we had them during the original implementation.

After several conversations, we were able to get approval to bring them in to help us better understand the product and truly maximize Trintech’s capabilities. There’s so much you can do with the system—but knowing how to do it effectively makes all the difference. The Recon Group helped us implement key accounts correctly and efficiently.

Measurable Impact: From Spreadsheets to System-Driven Confidence

Q: What kind of impact are you already seeing—or expecting to see?

A: The difference is huge. There was a time when we were reconciling about 1,000 accounts in Excel. Moving those into Trintech is transformational for us.

Why Trintech: No Other Solution Compares

Q: You’ve evaluated other solutions over the years. Why does Trintech stand out?

A: Over the last 5–10 years, we’ve had many vendors approach us with reconciliation tools. We evaluated them, looked at what was available—but nothing compares to Trintech. We love the system. We love the features we’re using. And just as importantly, we love the people at Trintech.

Partnership & Trust: “We Feel Heard and Seen”

Q: How would you describe your relationship with Trintech?

A: What really stands out is how responsive and engaged Trintech is. We receive quarterly check-ins and reports, which we really appreciate. The ongoing engagement means a lot to us – it feels like a true partnership.

Advice to Other Organizations: Automate and Bring in Experts

Q: What would you say to organizations still reconciling manually?

A: I know exactly what that feels like—it’s clunky, inefficient, and exhausting. Trintech will absolutely streamline your processes and make auditing easier with clear audit trails.

And if you’re going to do it, I strongly recommend bringing in the Recon Group. They’ve made it so much easier for us to get things done the right way in the system.

Community & Learning at Trintech Connect

Q: What do you value most about the Trintech Connect conference experience?

A: Being able to learn from experts and other customers is incredibly valuable. Even if we can’t use every feature today, it’s helpful to know what’s possible for the future. The roundtable discussions are my favorite—you sit with other customers, share experiences, and learn so much from each other. That kind of collaboration is huge.

Time Back & What’s Next

Q: Has Trintech helped give time back to your team?

A: Absolutely. Trintech has already given us time back—and once we finish implementing these additional accounts, the time savings will be even greater.

That time will allow us to:

• Increase auto-match percentages
• Explore tools like Smart Resolve and enhanced matching
• Sit down with reconcilers to optimize processes
• Dive deeper into other Trintech capabilities

I’m genuinely excited about what’s next.