Trintech Orchestrate
Intelligent close task orchestration – aligned, adaptive, and always on track
Orchestrate is the Trintech AI Platform capability that coordinates people, processes, tasks, and dependencies across the AI Financial Close. By combining real-time visibility, intelligent workflow routing, and embedded controls, Orchestrate brings structure and predictability to even the most complex close cycles – without micromanagement.
Why Orchestrate Matters
Orchestrate turns the financial close from a series of disconnected activities into a coordinated, AI-driven process.
By aligning execution with real-time progress and built-in controls, finance teams gain predictability, accountability, and confidence – even as complexity grows.
Proven results at scale:
On-time task completion in highly distributed environments
Shorter time to close
Reduction in time to support external auditors
Reduction in time spent preparing and completing the close
Orchestrate Use Cases
Month-End Checklist
Streamline and centralize month-end close checklists, ensuring every task is assigned, tracked, and completed on time using close task tracking software for a faster, more accurate close.
Operational Workflow Optimization
Orchestrate complex financial workflows across teams, automating handoffs and standardizing processes to reduce key personnel dependencies and improve efficiency, accuracy, and auditability.
Close Readiness for Mergers & Acquisitions (M&A)
Prepare for and manage the increased financial complexity of M&A activity by standardizing close tasks, maintaining compliance, and ensuring timely access to critical documentation.
Standardize Shared Services Center (SSC) Activities & Calendars
Centralize and standardize SSC calendars, tasks, and workflows so global teams operate consistently and efficiently across entities and locations.
Environmental, Social, and Governance (ESG) Task List
Deploy a structured workflow for managing ESG reporting tasks, ensuring data completeness, accountability, and timely preparation for evolving regulatory requirements.
Featured Case Studies
The Cowboys Score an Automated Financial Close Touchdown
Read Case StudySince implementing Adra, The Dallas Cowboys have:
- Reconciled more efficiently and accurately
- Improved team moral and productivity
- Gained full control and visibility
Having Adra in place has taken a load off my team’s plate that used to be spent tracking what journal entries and reconciliations have been completed.”
SelectQuote Gains Complete Visibility and Control into Their Reconciliation and Financial Close with Adra® by Trintech
Read Case StudySince implementing, Select Quote has:
- Streamlined workflows
- Reduced manual work
- Reconciled risk
With Adra, our Controller now has a good understanding of where we are in the close cycle or if a particular task is holding us up which has provided a lot of clarity.”
Coty Achieves Global Process Standardization and Significant FTE Savings with Trintech
Read Case Study- Process Standardization: Tasks categorized based on month-end and non-month-end for streamlined reporting and task status tracking.
- Global Calendar Alignment: Standardized task checklist timelines across the organization to improve organizational reporting.
- Cost Savings: Streamlined process for reduced manual effort that resulted in approximately 15 FTEs saved.
Orchestrate the Close End-to-End
Centralized task management and visibility
Bring all close activities into a single, real-time view. Teams know what needs to happen, when, and by whom – without spreadsheets or status calls.
Intelligent dependency and workflow management
Define task dependencies so workflows in the correct sequence automatically. When upstream activity is completed, downstream work moves forward without manual coordination.
Real-time dashboards and alerts
Surface bottlenecks, delays, and risks as they emerge. Proactive alerts notify the right people at the right time, keeping the close on track.
Embedded approvals and controls
Enforce segregation of duties and approval requirements directly within close workflows. Every sign-off is captured, time-stamped, and audit-ready.
Centralized documentation and evidence
Attach workpapers, policies, and supporting evidence directly to tasks, creating a single source of truth for audits and reviews.
Connected execution across the platform
Orchestrate integrates directly with Match, Balance, and Journal, aligning task progress with reconciliation status and journal activity – so execution reflects reality, not assumptions.
