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.”

Ferraro Foods
Two finance professionals collaborating on Trintech Planful integration to improve financial reporting accuracy and efficiency

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

Professional working on laptop using Trintech Planful integration to streamline financial close and reporting tasks

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.

Two finance professionals collaborating on Trintech Planful integration to improve financial reporting accuracy and efficiency

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.

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