Better Together: Trintech & Workday
Accounting teams face increasing pressure to close the books faster while driving business strategy—but outdated tools and manual processes slow them down. Errors, delays, and a lack of visibility lead to burnout and increased risk. It’s time for a better way.
Trintech & Workday Integration
Simplify and automate your financial close process by integrating Trintech’s solutions with Workday. This partnership enhances visibility, control, and efficiency across your financial operations.
Key Benefits:
- Automated Reconciliations: Reduce manual tasks and errors with streamlined reconciliation processes.
- Enhanced Visibility: Gain real-time insights into your financial close status.
- Improved Compliance: Ensure accuracy and adherence to regulatory standards.
- Scalable Solutions: Adapt to your organization’s growing financial needs seamlessly.
Better Together.
See how your peers are leveraging the Trintech + Workday partnership.
H&R Block Effectively Reconciles Over a Million Transactions Monthly with Trintech and Workday
Read Case StudyBy partnering with Trintech and Workday, H&R Block has achieved:
- Effective Transaction Matching: Automated over 1 million credit card transactions monthly
- Increased Efficiency: Integrated with Workday, enhancing reconciliation speed and reporting capabilities
- Stronger Controls: Extended system access to auditors, facilitating efficient SOX compliance management
- Accelerated Team Adoption: Received positive feedback from accounting teams, highlighting improved visibility and user satisfaction
Trintech’s partnership with Workday and the ability to route journals right back into Workday were key reasons of selecting Trintech as our financial close solution.”
Better Together: How Trintech and Workday Help CNG Holding Streamline Financial Processes
Read Case StudyBy partnering with Trintech and Workday, CNG Holdings has achieved:
- 97% auto-match rate for reconciliations
- 70% reduction in headcount for the cash reconciliation team, decreasing from 25-30 people to just 9
- Less costly audits and considerably less time on cash requests, resulting in no auditor observations or adjustment
Trintech’s matching capabilities are unmatched. No other solution on the market compares to how we can match with Trintech.”
Over a Decade of Partnership: Enova International Streamlines Reconciliation with Trintech and Workday
Read Case StudyBy partnering with Trintech and Workday, Enova has achieved:
- Automated cash reconciliation processes
- Ability to handle large volume of transactions (currently 75 million annually)
- Standardized processes for remote users
- Cost-effective reconciliation solution
- Greater efficiency and accuracy across reconciliation process
- More time spent on exceptions vs. manually matching transactions
We perform reconciliations at the individual customer level, which results in processing approximately 75 million transactions annually. When we first started looking for a solution, we had a very tough time finding a solution that would be able to handle that large of a transaction volume cost effectively—until we found Trintech.”
Workday Certified Integration
Trintech offers Advanced Reconciliation for Workday Financials, a Certified Integration that empowers Workday customers with a seamless and highly efficient reconciliation process. By integrating Trintech’s advanced matching and certification solutions with Workday Financials, businesses can achieve unprecedented levels of automation and accuracy in their financial close.
The Advanced Reconciliation for Workday Financials integration minimizes deployment efforts while maximizing value, allowing customers to mitigate risk, reduce errors, and free up valuable time for strategic initiatives. This Certified Integration ensures the same level of performance and analysis as Workday’s own integrations, and is a significant step forward in delivering comprehensive financial solutions that meet the complex needs of today’s enterprises.
Built on Workday
Intelligent Close Checklist an AI-driven app creates tailored checklists directly within Workday, complete with tasks, roles, and timelines. Designed to reduce risk and improve accuracy, it helps finance teams streamline the close and focus more time on high-value work.
Trintech Matching Insights app extends the value of Trintech’s best-in-class Transaction Matching platform by surfacing key reconciliation insights to support the Office of the CFO. Finance leaders gain clear visibility into matching performance with metrics such as automated and manual match rates, aging transactions, trends over time, and performance by source or transaction type – all visible within Workday.
Available now on Workday Marketplace.
Trintech’s Workday Partnership “Seals the Deal” for KeyBank
With seamless integration between Trintech and Workday—and getting away from their old mainframe files—KeyBank now benefits from an additional 2 hours of system up time each day.
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Learn how Pan-American Life Insurance Group gets the most out of Trintech’s strategic partnership with Workday. For them, this Innovation Partnership means they don’t have to rebuild processes already built in the two systems.
Trintech & Workday Partnership: Driving Value for Customers
Trintech’s Innovation partnership with Workday drives value for our shared customers through certified integrations and packaged solutions. Watch to learn how.
Trintech & Workday for Retail and Hospitality
Trintech and Workday share many customers in retail and hospitality and work together to help solve their unique challenges, like reconciliation of 3rd party delivery services.
Trintech & Workday for Financial Services
Trintech and Workday share many customers in financial services with unique challenges and requirements. Learn how we work together to help them manage transaction volumes.
Better Together. To address complex challenges.
Trintech enables faster and more precise control over the complexities of reconciliation and closing processes, building on the strong foundation of Workday Financials and Workday Adaptive Planning.
Complex Transaction Matching
How Trintech Helps: Automate high-volume, multi-way matching and analyze trends across large sets of data from multiple sources.
Balance Sheet Reconciliations
How Trintech Helps: Automate transaction and account balance reconciliations, take a risk-based approach and bulk/auto reconcile accounts.
Manual Tasks
How Trintech Helps: Create risk-based automation rules, automate non-Workday tasks and monitor automations using comprehensive dashboards.
Lack of Standardization
How Trintech Helps: Configure templates, create workflows and have the option of localization with easy configuration options with Trintech solutions.
