Close Process and Task Management


Greatly reduce the severity of the peaks and valleys in your team’s workload during the financial Close process – while ensuring the integrity of your reports

Late adjustments, confusing email chains of approval, and a lack of standardization all point to one question – is your financial Close process getting slower and increasingly disorganized with each period end?

Even if you are trying to improve your Close process, it’s hard to develop enough visibility to quickly identify the bottlenecks that are causing inconsistencies, errors, and time management issues.

Your Office of Finance must be able to remove these inefficiencies as it works to positively contribute to the financial health of your organization. Our solutions will allow you to determine the root cause of your Close cycle delays and optimize your organization’s resources.


Trintech’s financial Close solutions span across and integrate with all Record to Report (R2R) activities, including account reconciliation preparation and certification, journal entry preparation, approval and posting, all with an integrated compliance framework to prevent “white space breakdowns” in the R2R cycle. Because Trintech is the industry’s only solution that manages the entire R2R process end-to-end, you can finally manage and gain audit transparency into all your period end Close processes, all in real time.

To help speed up your Close process, our solutions’ dashboards clearly highlight upstream and downstream task dependencies, flagging potential bottlenecks to allow management to address issues before a critical deadline has passed. Tasks that are completed inside as well as outside of Trintech are quickly communicated between systems using robotic & automation capabilities, allowing staff members to spend less time on manual updates and more on strategic analysis.

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Identify Bottlenecks

With an automated Close process, you’ll have strong visibility into each task and its progress. If any task is delayed in being completed, you’ll be able to clearly identify the issue and work to move things along with all the information you need directly available in the Close system.

Ensure Accurate Financial Statements

Trintech provides a standardized, repeatable, and sustainable automated Close process that works with your existing ERP data to manage and record all the tasks associated with the Close process to ensure accurate final reporting.


Reduce Time to Close and Audit

With a clearly defined process and real-time visibility into the progress of each task, you will greatly reduce the time to Close, all while creating a detailed log of events for internal and external audits.

Let us help you find a solution to fit your organization’s needs

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Related Case Study

Case Study

Siemens Corporation

Siemen’s account reconciliation process was very decentralized amongst each of the company’s business units. Many locations relied on Excel and multiple shared directories to perform general ledger account reconciliation. Siemens wanted an efficient, automated solution that could integrate with their complex ERP environment to deliver best-in-class account reconciliation services to their various business units.

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