Trintech Beacon
Your AI-Powered Assistant for the Financial Close
Beacon is Trintech’s accounting-aware AI assistant built into your Trintech solution.
Beacon automates common accounting tasks with agentic workflows, provides contextual guidance, and surfaces timely insights so accounting teams can close faster and with more confidence.
- Faster Close, Fewer Errors
- Human-in-the-Loop Transparency
- Deeper Insights Through Smarter Guidance
Beacon Use Cases
ERP & Accounting Reference Mentor
Beacon understands accounting concepts and common ERP workflows, so routine tasks and error resolution are faster and more consistent.
In-App Guidance, & Troubleshooting
Beacon provides context-aware answers to questions about using Trintech, such as “how do I…?” or “where can I…?” This reduces interruptions and dependency on external documentation by guiding users step-by-step.
Data Ingestion, Summarization, & Workflow-Ready Analysis
Upload trial balances, reports, or supporting files and Beacon can distill them into concise summaries, flag material variances, and suggest next steps. Turn raw data into actionable information that drives financial close activities and insights.
Journal Entry & Match Rule Creation
Beacon can detect patterns in historical data, interpret natural language, and refer to supporting materials to propose journal entry lines or match rule suggestions. It can even populate templates for human review. Routine tasks and rule logic can be executed faster while improving over time, and automation coverage reduces operational workload.
Daily Briefings & Insights
Receive a tailored daily briefing review with close status, outstanding tasks, and trending anomalies. Beacon provides insights by drilling further into these briefings and answering ad-hoc questions without the need to build additional reports or dashboards.
AI Financial Close: Powered by You.
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Key Benefits
AI-Driven Automation
Beacon handles journal entries, reconciliations, and approvals to reduce manual efforts and risk through agentic workflows that execute on your established business rules.
AI-Driven Data Insights
Pull insights to the surface immediately with automated document summarization and analysis, and drill down into the current close status from reviews generated on demand.
Upskill Every User
With help embedded directly into Trintech’s interface, Beacon is seamlessly built into the foundation of the financial close. New users can onboard more quickly with integrated guidance and documentation and suggested training plans, while established users can get easy answers to one-off questions.
Audit with Confidence
Built-in compliance and audit trails ensure every action executed by Beacon is traceable and secure, and decisions requiring human judgment are verified and confirmed by the accountant. Your data stays in your system with no risky transfers.
