Our Services

Align Before You Automate 

Before technology, there must be alignment. 

We work with finance leaders to: 

• Assess current-state close maturity 
• Identify process gaps and risk exposure 
• Define automation opportunities 
• Align solution design to strategic priorities 
• Build measurable ROI models 

Because implementing automation without improving process simply makes a bad process faster. 

As one enterprise customer put it: “If we didn’t take the time to evaluate those processes prior to implementing technology, we would only be doing that bad process faster.”  

Our goal: ensure your implementation supports not just today’s close, but tomorrow’s growth. 

Fast Time to Value. Structured Execution. 

Purpose-built solutions deserve purpose-built implementations. 

Our consultants guide you through: 

• Solution configuration (no-code, highly configurable environments)  
• ERP and data integrations 
• Risk-based rule creation 
• Workflow and control design 
• Journal entry automation configuration 
• High-volume transaction matching optimization 

Customers consistently highlight the speed and clarity of our approach:

“It could not have gone much better.” – Siemens 

“We were up and running the day after it was installed.” – Municipality of Kolding 

“The implementation of Trintech was very straightforward, and we had great support from the Trintech team.” – Douglas Dynamics 

We specialize in complex environments: 

• SAP ecosystems 
• Workday-certified integrations  
• Multi-ERP coexistence 
• Banking and financial services complexity  
• Retail high-volume reconciliation 

Our implementations are structured, transparent, and outcome-focused, designed for rapid time to value. 

From Manual to Intelligent 

AI Financial Close is not just about automation, it’s about intelligent transformation. 

Our team helps you: 

Implement risk-based reconciliation 

• Configure automated journal workflows 
• Optimize exception management 
• Deploy intelligent matching rules 
• Enable embedded AI capabilities 
• Prepare for continuous close adoption 

And the results speak clearly: 

“We auto-match over 90% of transactions, which has been a significant win for us.” – Western and Southern Financial Group 

“What used to take a team of four is now accomplished with a team of two.” – Specsavers 

“We have saved 50–70% on time spent on reconciliations each month.” – Autohuset Vestergaard 

Automation isn’t about replacing people. It’s about freeing them. 

“Our people have moved away from manual, tedious tasks to focus on more strategic initiatives.” – Avanti West Coast 

That’s how teams make time count. 

Your Transformation Doesn’t Stop at Go-Live 

Transformation doesn’t end at implementation. 

We provide ongoing services to: 

• Expand automation coverage 
• Improve auto-match rates 
• Enhance close visibility 
• Standardize processes globally 
• Support ERP migrations (e.g., ECC to S/4HANA) 
• Scale automation across entities 

Customers often begin with one use case and expand rapidly: 

“We’ve grown significantly, and we aren’t even thinking about needing to expand our team because the solution scales with us.” – Haleon 

“Automation has enabled us to absorb growth without adding headcount.” – CBRE 

Optimization isn’t incremental, it compounds.

Empowered Teams Drive ROI 

Adoption drives value. 

We provide: 

• Role-based training 
• Administrator enablement 
• Super-user development 
• Best-practice workshops 
• Governance education 

Customers consistently emphasize ease of use: 

“It’s so easy to use.” – Texas A&M AgriLife 

“The training videos are gold.” – Tower Federal Credit Union 

When teams feel empowered, transformation accelerates. 

Reliability You Can Count On 

Reliability is foundational to financial operations. 

Our Customer Success model includes: 

• Dedicated account management 
• Proactive optimization reviews 
• Upgrade planning 
• Global support coverage 
• Success Center access 
• Roadmap collaboration 

And customers notice the difference: 

“Trintech is very customer-focused. They’re different from the rest.” – American Airlines 

“The support team is fantastic.” – Ahold Delhaize 

“It genuinely feels like Trintech listens.” – Severn Trent