What I appreciate most about Trintech is its ability to simplify complex financial close and reconciliation processes while maintaining strong control and compliance standards. Rather than relying on manual spreadsheets and fragmented workflows, Trintech provides a centralized platform that improves accuracy, visibility, and efficiency across finance teams. One of the most helpful aspects of Trintech is its automation capability. By reducing repetitive manual tasks, finance professionals can spend more time analyzing financial data and supporting strategic business decisions instead of focusing on administrative work. The platform also enhances collaboration by providing real-time status tracking and standardized processes. The key advantages of using Trintech include improved productivity, reduced risk of errors, stronger audit readiness, and faster financial close cycles. Organizations benefit from greater transparency and consistency, which ultimately supports better financial governance and operational efficiency.

I like all of the options Frontier has to offer, the time savings, and the customer support. We utilize reconciliation along with subledgers, certifications, and are implementing data flow and workflow soon. We have around 85% of our balance sheet on the software. We implemented shortly before Covid hit and it was a life saver while working from home. We saved so much time from doing recons on excel and printing and scanning and filing every day to having everything automatically pull into the software and doing it all right there. The automatching saved lots of time and human errors as well. The research tools have been greatly appreciated by us as well as our stakeholders because we are able to quickly and efficently provide answers. When we put in cases they are handled quickly. Dameon Goode, who we have worked with personally from almost the beginning has been instrumental in setting us up for success. Not only does he teach us in an easy to learn manner on how we can do things for ourselves, but he helps us brainstorm better ways to onboard our recons.

I believe that Trintech’s reconciliation solution is among the best available on the market. During a prior merger, I had the opportunity to review a competing product used by another institution, and in comparison, it did not come close to the capabilities and overall quality of the Trintech application. We implemented Trintech last year, and a team of four staff members is now able to reconcile all general ledger accounts related to deposits and loans on a daily basis—over 250 accounts—as well as approximately 50 internal DDA accounts. We have established an automated process that imports subledger data and DDA balances from our core system into Trintech early each morning, even before staff begin their workday. We maintain several DDA and GL accounts with a high volume of debit and credit activity, including transactions with serial numbers and outstanding checks. The auto-matching functionality within Trintech Frontier performs exceptionally well, successfully matching a significant number of items each day. In addition to auto-matching, Trintech enables automatic approval of accounts in Frontier under certain conditions, for example, when an account has a zero balance. One of the most valuable features is the ability to group related GL accounts. This allows us to use a single supporting document (such as a loan principal report) for multiple accounts and approve all accounts within the group with a single action. As one of our senior management officers noted, “We waited 20 years to achieve this capability, and now we finally have it.” Both our internal and external audit teams have read-only access to Trintech. Since implementation, we no longer need to provide them with reconciliation support manually, as they can access all necessary information directly within the system. We also store all import files and balance sheet data within Trintech, ensuring that audit teams have access to comprehensive historical records, including backups for outstanding items. This has resulted in significant time savings for our team. Additionally, we utilize Trintech’s reporting functionality to distribute notifications regarding outstanding items via email, further enhancing efficiency. Finally, I would like to highlight the exceptional support provided by the Trintech team over the past 12 months. They have consistently assisted us with any issues encountered and provided guidance on reconciliation implementations. I have also shared several suggestions for further enhancements, and they are actively working on those improvements.