Finance Transformation Done Right The KPMG + Trintech Approach
Technology alone doesn’t transform finance. KPMG Manager Brendan Lee explains how combining KPMG’s process expertise with Trintech’s AI financial close platform helps clients get faster results — and build something that lasts.
Real Results. Not Hype.
5 Key Takeaways
Watch the full video or scan the highlights below.
1. Plan before you build
KPMG’s core philosophy: “measure three times, then execute.” Before any build begins, the team invests heavily upfront — documenting requirements, mapping processes, and aligning on outcomes. Clients go live with the right design the first time, not the second.
2. Speed to value, not big bang
Most organizations don’t need to transform everything at once. KPMG typically recommends a phased approach — starting with close process optimization for fast ROI, then layering in transaction matching, reconciliations, and journal entry automation. You realize value quickly, then compound it.
3. Data readiness unlocks automation
Clients who see 90%+ auto-match rates do the data work first. KPMG helps clients standardize data formats and simplify import definitions before go-live so Trintech’s matching engine performs from day one — not month six.
4. Fix the process, not just the system
“If you put a bad process into great technology, you’ll still get a bad result.” KPMG’s role isn’t just implementation — it’s bringing process, controls, and transformation expertise so clients modernize how finance works, not just which tools they use.
5. Long term partnership, not a one-time go-live
Managed services and ongoing optimization have become a major focus for KPMG clients who want lasting value. Between KPMG’s post-go-live support and Trintech’s customer success model — including an idea portal that gives users a real voice in the product roadmap — clients aren’t left on their own after launch.
KPMG + Trintech Work Better Together
KPMG chose Trintech as a preferred implementation partner because of a shared belief: finance transformation only delivers lasting value when technology and process improvement happen together. KPMG brings implementation discipline, controls expertise, and change management experience. Trintech brings purpose-built AI financial close software trusted by thousands of organizations worldwide. Together, we help clients close faster, control better, and free their teams to focus on what matters.
Ready to learn more?
The AI Financial Close Platform
Discover how Trintech automates every step of the close. From transaction matching to journal entry to reconciliation
Built for the Office of the CFO
See how Trintech helps CFOs
close with confidence, lead
with clarity, and reduce
financial risk.
Discover Customer Stories
See how organizations like yours
are transforming finance with
Trintech and our partner
ecosystem.