AI Financial Reporting, Analytics & Intelligence Software
Deliver accurate, properly governed data directly to your preferred business intelligence (BI) tools so you can make decisions faster and with greater confidence.
- Seamless integration between your financial systems and BI platforms
- Faster insights and reduced manual data preparation
- Governed, audit-ready data that you can trust
What Can You Do with Real-Time Financial Data Feeds?
Matching & Exception Analysis
Automatically identify mismatches across transactions, accounts, and subledgers, surfacing exceptions that require investigation. BI dashboards provide real-time visibility into exception volume, root causes, and resolution trends.
Variance & Flux Analysis
Compare actuals across periods, entities, and forecasts to quickly explain what changed and why. Interactive reporting highlights material movements, drivers, and outliers, enabling faster, more confident decision-making.
Close Progress & Bottleneck Tracking
Gain end-to-end visibility into the financial close by tracking task status, dependencies, and cycle times. BI reporting pinpoints bottlenecks, recurring delays, and capacity constraints so leaders can proactively rebalance workloads and consistently hit close timelines.
Compliance & Audit Readiness Reporting
Centralize controls evidence, certifications, and approval histories in a single analytical view to give stakeholders instant insight into control effectiveness, open issues, and audit exposure.
Real Results. Real Impact.
Trintech Helps Siemens Achieve Enterprise-Scale Reporting and Visibility
Highlights
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Reduced overall cost to deliver by 20%, while also dramatically improving the quality and reliability of the output
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Reconciled 100% of GL accounts and sub-ledgers and provided detective and preventative controls
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Improved efficiency and compliance, and standardized on a common set of processes for its Global Shared Services
Trintech has helped us reduce overhead by bundling projects and processes, providing our global Shared Services Center with a cloud-based financial solution which generates reports for performers, reviewers, and managers from a dashboard interface and enables rules-based scoping and dynamic risk rating of accounts and reconciliations.
Read Case StudyTrintech Helps Northern Tool Tame Transaction Matching Volume & Achieve Its “Cleanest Books In Years”
Highlights
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50% reduction in time spent on daily reconciliations
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Clear reporting into reconciliation status and exceptions
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Actionable insights for finance leadership & improved confidence in financial reporting accuracy
[With Trintech]…we've shortened our close by a few days over the last year and a half to two years. It has been a huge win for us to be able to shorten that close time and get our numbers reported quicker and more accurately.
Watch Video TestimonialRaceTrac Fuels Reconciliation Efficiency and Visibility with Trintech & Workday
Highlights
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100% Account Reconciliation Coverage: Every account is reconciled, eliminating prior issues with incomplete reconciliations and improving overall financial accuracy
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Daily Reconciliation Visibility: Leadership now receives daily status reports, enabling real-time insight into potential P&L impacts and dramatically increasing financial control
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Time Savings for Audit Readiness: Auditors are granted direct access to Cadency, significantly simplifying audit processes and reducing manual effort for the finance team
We perform daily reporting on reconciliation status. Leaders now have a clear, holistic view of reconciling items, significantly improving our understanding of potential P&L impacts.
Read Case StudyTrintech Automates and Simplifies Business Intelligence
Deliver Trusted Data BI Tools Instantly
Connect your financial close, reconciliations, and journals directly to BI tools like Power BI, Tableau, or any others. Trintech ensures your data is clean, validated, and ready to use, requiring no manual exports or spreadsheets.
Automate Data Preparation
Automate cleansing, mapping, and structuring of close and reconciliation data into a consistent, finance-ready model. Save hours every reporting cycle by eliminating manual transformations and rework.
Standardize Metrics and Governance
Create a unified financial data source for all entities, systems, and geographies. Apply consistent definitions, thresholds, and controls, so KPIs always mean the same thing, everywhere.
Empower BI Users
Finance, FP&A, and business leaders get access to real-time financial data dashboards built on governed data — no waiting on IT or consolidations. Enable self-service analytics that scale without sacrificing accuracy.
Integrate Securely and Continuously
Trintech’s governed data model connects directly to leading ERPs — including Workday, SAP, Oracle, NetSuite, and Microsoft Dynamics — to provide continuous, secure updates into your BI environment as your source of truth.
Turn Insights into Action Faster
Move from static reporting to real-time insight. With close and reconciliation data refreshed continuously, finance leaders can identify risks, trends, and performance drivers earlier. This supports faster decisions during the close, not after it’s over.
“With Trintech, it’s painless to track items, or to pull our bi-weekly aging report. Reporting is extremely easy to use. I can quickly get a snapshot that tells me what I need to know about each client including when original transactions started, how many transactions have been processed for each client, and how actively we’ve been working with a client.”
Heartland Payroll Solutions
“Reporting from Trintech is a big plus for us. We’ve created numerous custom reports with the data now available and can share them quickly with our stores, district managers and loss prevention personnel. Management enjoys and has grown to depend on the information…”
Director of Retail Sales and Cash Audit
“I would highly recommend Trintech. I find it simple to use but also robust in terms of reporting, dashboarding, and document retention.”
Accounting Manager
Featured Content — AI Financial Reporting, Analytics & Intelligence
Frequently Asked Questions
Can we connect Trintech analytics to BI tools?
Yes. Trintech supports data exports and API connections to Power BI, Tableau, and other analytics tools for extended visualization and analysis.
Can reports be customized for different stakeholders?
Yes. Trintech allows tailored dashboards and reports for preparers, approvers, and executives. Each user can access role-specific data views to support oversight and operational decision-making.
Does Trintech support real-time reporting?
Yes. Trintech’s platform offers real-time dashboards that update automatically as reconciliations, journal entries, and approvals are completed across the financial close process.
Can Trintech export reports for audit and review?
Yes. Reports and dashboards can be exported in various formats such as Excel and PDF for distribution to auditors and management, ensuring transparent reporting and compliance support.
Is Reporting & Analytics integrated across Trintech modules?
Yes. Reporting is unified across our platform, providing standard and custom views of reconciliation, journal entry, and close metrics within one framework.
How does Trintech ensure data accuracy in reports?
Reports pull directly from validated transaction and reconciliation data, eliminating manual errors and ensuring real-time accuracy of financial results.