An Integrated End-to-End Solution for Financial & Accounting Process
Planful + Trintech: One Connected Close-to-FP&A Experience
Trintech and Planful break down the barrier between accounting and finance with a purpose-built integration that delivers a single control platform for all finance teams – from close to plan. With shared visibility into the accounting close, FP&A teams can start forecasting and budgeting earlier, with more confidence, while accounting focuses on closing the books faster and with fewer surprises.
Trintech’s solution turns hours into an hour, or less. Across our team of four, Trintech saves each about two hours per day. We’re saving a day’s worth of effort every day.”
What This Means for Your Finance Organization
Shared visibility and control
- Accounting and FP&A teams work from the same trusted data set
- Real-time insight into reconciliation status makes delays visible – not mysterious
Faster cycles, fewer bottlenecks
- Less time spent on manual validation and handoffs
- Teams spend more energy on analysis and strategy, not status chasing
Reduced risk, improved accuracy
Closer alignment between close and planning reduces rework
Audit-ready reconciliations that support planning decisions
Strong Reconciliation, Confident Planning
Accurate planning starts with accurate account reconciliations. With Trintech’s AI Financial Close platform at the foundation of this integration:
- Balance sheet reconciliations are accurate and audit ready
- Supporting documentation and commentary live in the platform, not in emails or spreadsheets
- Managers and reviewers always see up-to-date reconciliation progress
No more guessing which accounts are ready – and no more unnecessary delays before FP&A can begin.
Start Planning, Reporting & Budgeting Sooner
Traditional processes often delay planning until reconciliations are complete – especially for key dependencies like deferred revenue. The Planful + Trintech integration eliminates that bottleneck by:
- Providing clear status of workflows tied directly to the close
- Allowing teams to determine when data is ready for planning and consolidation
- Enabling smoother transitions between close and FP&A cycles
In short: a smoother, faster path from close completion to meaningful planning.
The Best of Both Worlds for FP&A Teams
See how Trintech, Planful, and Adra unite to streamline financial processes – from planning through close – in this featured partnership video.
More Videos
Trintech’s Technology Partnerships: A Win-Win-Win
Trintech’s technology partnerships are focused on delivering long-term user experience and product roadmaps align to deliver the best experience for our customers.
Trintech Boomi
Unlike generic cloud integrations, Trintech hosts Boomi in our own secure data centers, empowering organizations to connect to critical systems faster with minimal cost and IT burden, all without sacrificing control or security.
Related Resources
FAQs
How does Trintech improve close accuracy for Planful users?
Trintech improves close accuracy for Planful users by automating account reconciliations, enforcing standardized close controls, and validating financial data before it flows into Planful for reporting and planning.
Is the Trintech-Planful integration automated or manual?
The Trintech-Planful integration is automated, enabling scheduled data synchronization that reduces manual data entry, errors, and spreadsheet-based processes.
How does Trintech ensure data consistency between ERP and Planful?
Trintech ensures data consistency by reconciling ERP source data, applying validation rules, and maintaining a controlled system of record before financial data is used in Planful.
Does Trintech support audit trails for Planful-connected data?
Yes, Trintech provides full audit trails, including user activity, data changes, approvals, and timestamps for all financial data connected to Planful.
How long does it take to integrate Trintech with Planful?
Integration timelines vary by environment, but Trintech integrations with Planful and typically completed in weeks, depending on data volume, ERP complexity, and configuration requirements.
