{"id":25,"date":"2022-12-20T15:09:37","date_gmt":"2022-12-20T15:09:37","guid":{"rendered":"https:\/\/www.trintech.com\/?post_type=financial-process&#038;p=25"},"modified":"2026-01-27T18:41:59","modified_gmt":"2026-01-27T18:41:59","slug":"financial-close-task-management","status":"publish","type":"financial-process","link":"https:\/\/www.trintech.com\/financial-process\/financial-close-task-management\/","title":{"rendered":"Financial Close Management"},"content":{"rendered":"<div  class=\"hero-block alignfull\" data-id=\"block_792b0786168dd8a5f799d7b346831d06\">\n     <div class=\"hero-block__swiper swiper\">\n          <div class=\"swiper-wrapper\">\n\n                                             <div class=\"swiper-slide hero-block__slide hero-block__slide--has-image hero-block__slide--wide hero-block__slide--case-study\"\n                    data-modal=\"hero-block-modal-0\">\n\n                                        <div class=\"hero-block__image\">\n                         <img decoding=\"async\" src=\"https:\/\/www.trintech.com\/wp-content\/uploads\/2025\/10\/trintech-planful-financial-reporting-collaboration-1920x1281.jpg\"\n                              alt=\"Two finance professionals collaborating on Trintech Planful integration to improve financial reporting accuracy and efficiency\" class=\"hero-block__image-large\">\n\n                         \n                                             <\/div>\n                    \n                    <div\n                         class=\"hero-block__content-container  product  \">\n                         <div\n                              class=\"hero-block__content  product \">\n\n                              \n                                                            <h1>AI Close Task Management <\/h1>\n                              \n                             <div class=\"hero-block__editor-content hero-block__text\"><p>Orchestrate a faster, more reliable financial close cycle with a centralized close process automation solution that delivers real-time visibility in the month-end close.  <\/p>\n<\/div><div class=\"hero-block__editor-content hero-block__shortcodes\"><ul>\n<li><span style=\"color: #001a72;\">75% shorter time to close and a smoother close<\/span><\/li>\n<li><span style=\"color: #001a72;\">30% reduction in time spent preparing and completing the close<\/span><\/li>\n<li><span style=\"color: #001a72;\">60% reduction in time to support external auditors<\/span><\/li>\n<\/ul>\n<\/div>\n\n                                                            <div class=\"hero-block__buttons\">\n                                                                                                         <a href=\"https:\/\/www.trintech.com\/book-a-demo\/\"\n                                        class=\"button has-teal-background-color \">Book a Demo<\/a>\n                                                                 <\/div>\n                              \n                              \n                         <\/div>\n                    <\/div>\n               <\/div>\n                         <\/div>\n     <\/div>\n<\/div>\n\n<div class=\"hero-block-modal-overlay\" data-id=\"block_792b0786168dd8a5f799d7b346831d06\"><\/div>\n\n\n<div  class=\"background-container-block alignfull is-style-normal no-background\" >\n     <div class=\"maybe-wrapper\">\n          <div class=\"inner-container has-white-background-color\">\n               <div class=\"acf-innerblocks-container\">\n\n<h2 class=\"wp-block-heading alignfull has-text-align-center has-blue-color has-text-color has-link-color wp-elements-2441e72b1f334f0b70b53bc745f4a96e\">Close&nbsp;Task&nbsp;Management&nbsp;for Accountants&nbsp;&amp;&nbsp;Finance&nbsp;Leaders&nbsp;<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Month-End Checklist:<\/strong>&nbsp;Streamline and centralize month-end close checklists, ensuring every task is assigned, tracked, and completed on time&nbsp;using&nbsp;close task tracking software&nbsp;for a faster, more&nbsp;accurate&nbsp;close.&nbsp;&nbsp;<\/li>\n\n\n\n<li><strong>Operational Workflow Optimization:&nbsp;<\/strong>Orchestrate complex financial workflows across teams, automating handoffs and standardizing processes to&nbsp;reduce key personnel dependencies and&nbsp;improve efficiency, accuracy, and auditability.&nbsp;<\/li>\n\n\n\n<li><strong>Close Readiness for Mergers &amp; Acquisitions (M&amp;A):&nbsp;<\/strong>Prepare for and manage the increased financial complexity of M&amp;A activity by standardizing close tasks,&nbsp;maintaining&nbsp;compliance, and ensuring&nbsp;timely&nbsp;access to critical documentation.&nbsp;&nbsp;<\/li>\n\n\n\n<li><strong>Standardize Shared Services Center (SSC) Activities &amp; Calendars:&nbsp;<\/strong>Centralize and standardize SSC calendars, tasks, and&nbsp;workflows&nbsp;so global teams&nbsp;operate&nbsp;consistently and efficiently&nbsp;across entities and locations.&nbsp;&nbsp;<\/li>\n\n\n\n<li><strong>Environmental, Social, and Governance (ESG) Task List:&nbsp;<\/strong>Deploy&nbsp;a structured workflow for managing ESG reporting tasks, ensuring data completeness, accountability, and&nbsp;timely&nbsp;preparation for evolving regulatory requirements.&nbsp;&nbsp;<\/li>\n<\/ul>\n\n<\/div>\n          <\/div>\n     <\/div>\n<\/div>\n\n<div  class=\"case-studies-block alignfull  has-violet-background-color\">\n     <div class=\"maybe-wrapper\">\n                    <h2>Real Customers. Real Results.<\/h2>\n                    \n          <div class=\"case-studies-block__studies\">\n               <div class=\"swiper-arrows\">\n                    <div class=\"swiper-cs-button-prev swiper-button-prev\"><\/div>\n                    <div class=\"swiper-cs-button-next swiper-button-next\"><\/div>\n               <\/div>\n               <div class=\"case-studies-block__tabs carousel\">\n                                        <button\n                         class=\"swiper-slide case-studies-block__button active\"\n                         data-id=\"0\">\n                         <img decoding=\"async\" src=\"https:\/\/www.trintech.com\/wp-content\/uploads\/2021\/04\/dallas-cowboys-icon-e1675802400714.png\" alt=\"\">\n                    <\/button>\n\n                                        <button\n                         class=\"swiper-slide case-studies-block__button \"\n                         data-id=\"1\">\n                         <img decoding=\"async\" src=\"https:\/\/www.trintech.com\/wp-content\/uploads\/2023\/05\/SelectQuote-Logo-Horizontal-scaled.png\" alt=\"\">\n                    <\/button>\n\n                                        <button\n                         class=\"swiper-slide case-studies-block__button \"\n                         data-id=\"2\">\n                         <img decoding=\"async\" src=\"https:\/\/www.trintech.com\/wp-content\/uploads\/2023\/10\/Coty-logo.png\" alt=\"\">\n                    <\/button>\n\n                                   <\/div>\n               <div class=\"case-studies-block__contents\">\n                                        <div class=\"case-studies-block__content active\"\n                         data-id=\"0\">\n                                                  <img decoding=\"async\" src=\"https:\/\/www.trintech.com\/wp-content\/uploads\/2023\/04\/Dallas-cowboys-adra-by-trintech-case-study-image-3-scaled.jpg\" alt=\"Dallas Cowboys Helmet held in hand by a player\">\n                         \n                         <div class=\"case-studies-block__header  has-violet-background-color\">\n                              <h3>The Cowboys Score an Automated Financial Close Touchdown                              <\/h3>\n                              <a href=\"https:\/\/www.trintech.com\/case-study\/dallas-cowboys\/\" title=\"\"\n                                   class=\"button button--outline\">Read Case Study<\/a>\n                         <\/div>\n\n                         <div class=\"case-studies-block__body\">\n                              <div class=\"case-studies-block__bullets\">\n                                   <h4>Since implementing Adra, The Dallas Cowboys have:<\/h4>\n<ul>\n<li>Reconciled more efficiently and accurately<\/li>\n<li>Improved team moral and productivity<\/li>\n<li>Gained full control and visibility<\/li>\n<\/ul>\n                              <\/div>\n\n                                                            <figure class=\"case-studies-block__testimonial\">\n                                                                      <svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"43\" height=\"33\" viewBox=\"0 0 43 33\"\n                                        fill=\"none\">\n                                        <path d=\"M16.9329 0L18.8025 6.82391C16.2385 7.71244 14.1909 8.92084 12.6596 10.4491C11.1284 11.9418 10.2203 13.9499 9.9354 16.4733L9.02733 15.727C11.7337 15.727 13.9238 16.5622 15.5975 18.2326C17.3068 19.9031 18.1615 21.9467 18.1615 24.3635C18.1615 26.958 17.3068 29.0549 15.5975 30.6543C13.9238 32.2181 11.7337 33 9.02733 33C6.32091 33 4.13085 32.0582 2.45714 30.1745C0.819048 28.2908 0 25.5008 0 21.8045C0 17.504 0.819048 13.8433 2.45714 10.8223C4.13085 7.76575 6.24969 5.34895 8.81366 3.57189C11.4133 1.75929 14.1197 0.568659 16.9329 0ZM41.1304 0L43 6.82391C40.436 7.71244 38.3884 8.92084 36.8571 10.4491C35.3259 11.9418 34.4178 13.9499 34.1329 16.4733L33.2248 15.727C35.9313 15.727 38.1213 16.5622 39.795 18.2326C41.5043 19.9031 42.359 21.9467 42.359 24.3635C42.359 26.958 41.5043 29.0549 39.795 30.6543C38.1213 32.2181 35.9313 33 33.2248 33C30.5184 33 28.3284 32.0582 26.6547 30.1745C25.0166 28.2908 24.1975 25.5008 24.1975 21.8045C24.1975 17.504 25.0166 13.8433 26.6547 10.8223C28.3284 7.76575 30.4472 5.34895 33.0112 3.57189C35.6108 1.75929 38.3172 0.568659 41.1304 0Z\"\n                                             fill=\"#2CD5C4\" \/>\n                                   <\/svg>\n                                   \n                                   <blockquote>\n                                        <p>Having Adra in place has taken a load off my team&#8217;s plate that used to be spent tracking what journal entries and reconciliations have been completed.&#8221;<\/p>\n                                   <\/blockquote>\n\n                                   <figcaption>\n                                                                                <span class=\"author\">Tom Walker<\/span>\n                                        \n                                                                                <span class=\"role\">CFO<\/span>\n                                                                           <\/figcaption>\n\n                              <\/figure>\n                                                       <\/div>\n\n                    <\/div>\n                                        <div class=\"case-studies-block__content \"\n                         data-id=\"1\">\n                                                  <img decoding=\"async\" src=\"https:\/\/www.trintech.com\/wp-content\/uploads\/2023\/05\/select-quote-1.png\" alt=\"\">\n                         \n                         <div class=\"case-studies-block__header  has-violet-background-color\">\n                              <h3>SelectQuote Gains Complete Visibility and Control into Their Reconciliation and Financial Close with Adra\u00ae by Trintech                              <\/h3>\n                              <a href=\"https:\/\/www.trintech.com\/case-study\/selectquote-gains-complete-visibility-and-control-into-their-reconciliation-and-financial-close-with-adra-by-trintech\/\" title=\"\"\n                                   class=\"button button--outline\">Read Case Study<\/a>\n                         <\/div>\n\n                         <div class=\"case-studies-block__body\">\n                              <div class=\"case-studies-block__bullets\">\n                                   <h4>Since implementing, Select Quote has:<\/h4>\n<ul>\n<li>Streamlined workflows<\/li>\n<li>Reduced manual work<\/li>\n<li>Reconciled risk<\/li>\n<\/ul>\n                              <\/div>\n\n                                                            <figure class=\"case-studies-block__testimonial\">\n                                                                      <svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"43\" height=\"33\" viewBox=\"0 0 43 33\"\n                                        fill=\"none\">\n                                        <path d=\"M16.9329 0L18.8025 6.82391C16.2385 7.71244 14.1909 8.92084 12.6596 10.4491C11.1284 11.9418 10.2203 13.9499 9.9354 16.4733L9.02733 15.727C11.7337 15.727 13.9238 16.5622 15.5975 18.2326C17.3068 19.9031 18.1615 21.9467 18.1615 24.3635C18.1615 26.958 17.3068 29.0549 15.5975 30.6543C13.9238 32.2181 11.7337 33 9.02733 33C6.32091 33 4.13085 32.0582 2.45714 30.1745C0.819048 28.2908 0 25.5008 0 21.8045C0 17.504 0.819048 13.8433 2.45714 10.8223C4.13085 7.76575 6.24969 5.34895 8.81366 3.57189C11.4133 1.75929 14.1197 0.568659 16.9329 0ZM41.1304 0L43 6.82391C40.436 7.71244 38.3884 8.92084 36.8571 10.4491C35.3259 11.9418 34.4178 13.9499 34.1329 16.4733L33.2248 15.727C35.9313 15.727 38.1213 16.5622 39.795 18.2326C41.5043 19.9031 42.359 21.9467 42.359 24.3635C42.359 26.958 41.5043 29.0549 39.795 30.6543C38.1213 32.2181 35.9313 33 33.2248 33C30.5184 33 28.3284 32.0582 26.6547 30.1745C25.0166 28.2908 24.1975 25.5008 24.1975 21.8045C24.1975 17.504 25.0166 13.8433 26.6547 10.8223C28.3284 7.76575 30.4472 5.34895 33.0112 3.57189C35.6108 1.75929 38.3172 0.568659 41.1304 0Z\"\n                                             fill=\"#2CD5C4\" \/>\n                                   <\/svg>\n                                   \n                                   <blockquote>\n                                        <p>With Adra, our Controller now has a good understanding of where we are in the close cycle or if a particular task is holding us up which has provided a lot of clarity.&#8221;<\/p>\n                                   <\/blockquote>\n\n                                   <figcaption>\n                                                                                <span class=\"author\">Pushkar Wazat<\/span>\n                                        \n                                                                                <span class=\"role\">Senior Director of Finance Operations<\/span>\n                                                                           <\/figcaption>\n\n                              <\/figure>\n                                                       <\/div>\n\n                    <\/div>\n                                        <div class=\"case-studies-block__content \"\n                         data-id=\"2\">\n                                                  <img decoding=\"async\" src=\"https:\/\/www.trintech.com\/wp-content\/uploads\/2024\/05\/pexels-cottonbro-7441738-scaled.jpg\" alt=\"\">\n                         \n                         <div class=\"case-studies-block__header  has-violet-background-color\">\n                              <h3>Coty Achieves Global Process Standardization and Significant FTE Savings with Trintech                               <\/h3>\n                              <a href=\"https:\/\/www.trintech.com\/case-study\/coty\/\" title=\"\"\n                                   class=\"button button--outline\">Read Case Study<\/a>\n                         <\/div>\n\n                         <div class=\"case-studies-block__body\">\n                              <div class=\"case-studies-block__bullets\">\n                                   <ul>\n<li>Process Standardization: <span data-contrast=\"auto\">Tasks categorized based on month-end and non-month-end for streamlined reporting and task status tracking.<\/span><span data-ccp-props=\"{&quot;335559685&quot;:360}\">\u00a0<\/span><\/li>\n<li>\u202fGlobal Calendar Alignment: <span data-contrast=\"auto\">Standardized task checklist timelines across the organization to improve organizational reporting.<\/span><\/li>\n<li>\u202fCost Savings: <span data-contrast=\"auto\">\u202fStreamlined process for reduced manual effort that resulted in approximately 15 FTEs saved.<\/span><\/li>\n<\/ul>\n                              <\/div>\n\n                                                       <\/div>\n\n                    <\/div>\n                                   <\/div>\n          <\/div>\n     <\/div>\n<\/div>\n\n<div  class=\"banner-block alignfull is-style-small  no_content\">\n     <div class=\"maybe-wrapper\">\n          <div class=\"main-banner has-blue-background-color\">\n               <div>\n                                        <h2>See Close Task Tracking Automation in Action <\/h2>\n                                                       <\/div>\n                              <a href=\"https:\/\/www.trintech.com\/book-a-demo\/\" target=\"\" class=\"cta\">Book a Demo<\/a>\n                         <\/div>\n               <\/div>\n<\/div>\n\n<div  class=\"column-text-grid-block  is-style-6-up\">\n\n     <div class=\"column-text-grid-wrapper is-style-6-up\">\n                    <h2 class=\"heading\">Streamline Your Close with Trintech Close Task Management Software <\/h2>\n                              \n          <div class=\"column-text-item  no-hover\">\n                              <div>\n\n                    <h3>Centralized Task Lists &#038; Checklists<\/h3>\n                    <p>\n                         <p>Standardize all close activities in one central checklist so everyone knows what needs to be done, when, and by whom. A single source of truth replaces scattered spreadsheets and manual to-do lists, ensuring each team member understands their role without the need for time-consuming status calls or emails.<\/p>\n<\/p>\n\n                                   <\/div>\n          <\/div>\n          \n          <div class=\"column-text-item  no-hover\">\n                              <div>\n\n                    <h3>Real-Time Status Tracking &#038; Dashboards<\/h3>\n                    <p>\n                         <p>Get instant visibility into the progress of the financial close through real-time close task dashboards that provide continuous, real-time feedback and status updates for every task. This allows controllers and CFOs can quickly spot bottlenecks or delays that need immediate attention.<\/p>\n<\/p>\n\n                                   <\/div>\n          <\/div>\n          \n          <div class=\"column-text-item  no-hover\">\n                              <div>\n\n                    <h3>Automatic Alerts &#038; Notifications<\/h3>\n                    <p>\n                         <p>Stay on top of deadlines with proactive alerts that trigger notifications to the appropriate stakeholder as soon as a task is completed, or if a task is approaching or past its due date. These alerts ensure nothing falls through the cracks and issues can be resolved before they impact the close timeline.<\/p>\n<\/p>\n\n                                   <\/div>\n          <\/div>\n          \n          <div class=\"column-text-item  no-hover\">\n                              <div>\n\n                    <h3>Task Dependencies &#038; Workflow Automation<\/h3>\n                    <p>\n                         <p>Ensure tasks are done in the proper order every time by defining dependencies between tasks, so that certain activities cannot start until their prerequisite tasks are completed. This workflow eliminates manual hand-offs and prevents steps from being skipped or done out of order.<\/p>\n<\/p>\n\n                                   <\/div>\n          <\/div>\n          \n          <div class=\"column-text-item  no-hover\">\n                              <div>\n\n                    <h3>Centralized Documentation &#038; Audit Trail<\/h3>\n                    <p>\n                         <p>Attach workpapers, policies, and procedure documents directly to each task and store them in organized folders, creating a clear audit trail and streamlining compliance and audits. This eliminates version control issues and scattered files.<\/p>\n<\/p>\n\n                                   <\/div>\n          <\/div>\n          \n          <div class=\"column-text-item  no-hover\">\n                              <div>\n\n                    <h3>Approvals and Controls (Built-In Compliance)<\/h3>\n                    <p>\n                         <p>Strengthen internal controls with built-in approval workflows and role-based task assignments. Separation of duties is embedded into the task management process \u2013 assign tasks to preparers and require a secondary review or approval before closure, or require electronic sign-offs and certifications by managers to ensure that every critical step is reviewed and completed with proper oversight.<\/p>\n<\/p>\n\n                                   <\/div>\n          <\/div>\n          \n               <\/div>\n<\/div>\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-9d6595d7 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<div  class=\"blockquote-block alignfull\">\n     <div class=\"maybe-wrapper\">\n          <figure class=\"blockquote-block__quote\">\n               <svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"63\" height=\"49\" viewBox=\"0 0 63 49\" fill=\"none\">\n                    <path d=\"M24.8087 0L27.5478 10.1325C23.7913 11.4518 20.7913 13.2461 18.5478 15.5153C16.3043 17.7318 14.9739 20.7135 14.5565 24.4604L13.2261 23.3522C17.1913 23.3522 20.4 24.5924 22.8522 27.0727C25.3565 29.553 26.6087 32.5875 26.6087 36.1761C26.6087 40.0285 25.3565 43.1422 22.8522 45.517C20.4 47.839 17.1913 49 13.2261 49C9.26087 49 6.05217 47.6015 3.6 44.8045C1.2 42.0075 0 37.8648 0 32.3764C0 25.9908 1.2 20.5552 3.6 16.0695C6.05217 11.531 9.15652 7.94238 12.913 5.30372C16.7217 2.61228 20.687 0.844373 24.8087 0ZM60.2609 0L63 10.1325C59.2435 11.4518 56.2435 13.2461 54 15.5153C51.7565 17.7318 50.4261 20.7135 50.0087 24.4604L48.6783 23.3522C52.6435 23.3522 55.8522 24.5924 58.3043 27.0727C60.8087 29.553 62.0609 32.5875 62.0609 36.1761C62.0609 40.0285 60.8087 43.1422 58.3043 45.517C55.8522 47.839 52.6435 49 48.6783 49C44.713 49 41.5043 47.6015 39.0522 44.8045C36.6522 42.0075 35.4522 37.8648 35.4522 32.3764C35.4522 25.9908 36.6522 20.5552 39.0522 16.0695C41.5043 11.531 44.6087 7.94238 48.3652 5.30372C52.1739 2.61228 56.1391 0.844373 60.2609 0Z\"\n                         fill=\"#C4E538\" \/>\n               <\/svg>\n\n               <blockquote>\n                    <p>The partnership with Trintech really has been important in helping us figuring out how to adjust our processes and approaches to better work in this virtual environment.\u201d<\/p>\n               <\/blockquote>\n\n               <figcaption>\n                                        <span class=\"author\">Boston Scientific Corporation<\/span>\n                    \n                                   <\/figcaption>\n\n          <\/figure>\n     <\/div>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<div  class=\"blockquote-block alignfull\">\n     <div class=\"maybe-wrapper\">\n          <figure class=\"blockquote-block__quote\">\n               <svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"63\" height=\"49\" viewBox=\"0 0 63 49\" fill=\"none\">\n                    <path d=\"M24.8087 0L27.5478 10.1325C23.7913 11.4518 20.7913 13.2461 18.5478 15.5153C16.3043 17.7318 14.9739 20.7135 14.5565 24.4604L13.2261 23.3522C17.1913 23.3522 20.4 24.5924 22.8522 27.0727C25.3565 29.553 26.6087 32.5875 26.6087 36.1761C26.6087 40.0285 25.3565 43.1422 22.8522 45.517C20.4 47.839 17.1913 49 13.2261 49C9.26087 49 6.05217 47.6015 3.6 44.8045C1.2 42.0075 0 37.8648 0 32.3764C0 25.9908 1.2 20.5552 3.6 16.0695C6.05217 11.531 9.15652 7.94238 12.913 5.30372C16.7217 2.61228 20.687 0.844373 24.8087 0ZM60.2609 0L63 10.1325C59.2435 11.4518 56.2435 13.2461 54 15.5153C51.7565 17.7318 50.4261 20.7135 50.0087 24.4604L48.6783 23.3522C52.6435 23.3522 55.8522 24.5924 58.3043 27.0727C60.8087 29.553 62.0609 32.5875 62.0609 36.1761C62.0609 40.0285 60.8087 43.1422 58.3043 45.517C55.8522 47.839 52.6435 49 48.6783 49C44.713 49 41.5043 47.6015 39.0522 44.8045C36.6522 42.0075 35.4522 37.8648 35.4522 32.3764C35.4522 25.9908 36.6522 20.5552 39.0522 16.0695C41.5043 11.531 44.6087 7.94238 48.3652 5.30372C52.1739 2.61228 56.1391 0.844373 60.2609 0Z\"\n                         fill=\"#C4E538\" \/>\n               <\/svg>\n\n               <blockquote>\n                    <p>It has been great to standardize the reconciliation process within our companies and have a strict Quality Assurance process in place. In 3 years with Trintech, we have improved our QA pass rate from less than 10% to over 96%.&#8221;<\/p>\n               <\/blockquote>\n\n               <figcaption>\n                                        <span class=\"author\">Severn Trent<\/span>\n                    \n                                   <\/figcaption>\n\n          <\/figure>\n     <\/div>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<div  class=\"blockquote-block alignfull\">\n     <div class=\"maybe-wrapper\">\n          <figure class=\"blockquote-block__quote\">\n               <svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"63\" height=\"49\" viewBox=\"0 0 63 49\" fill=\"none\">\n                    <path d=\"M24.8087 0L27.5478 10.1325C23.7913 11.4518 20.7913 13.2461 18.5478 15.5153C16.3043 17.7318 14.9739 20.7135 14.5565 24.4604L13.2261 23.3522C17.1913 23.3522 20.4 24.5924 22.8522 27.0727C25.3565 29.553 26.6087 32.5875 26.6087 36.1761C26.6087 40.0285 25.3565 43.1422 22.8522 45.517C20.4 47.839 17.1913 49 13.2261 49C9.26087 49 6.05217 47.6015 3.6 44.8045C1.2 42.0075 0 37.8648 0 32.3764C0 25.9908 1.2 20.5552 3.6 16.0695C6.05217 11.531 9.15652 7.94238 12.913 5.30372C16.7217 2.61228 20.687 0.844373 24.8087 0ZM60.2609 0L63 10.1325C59.2435 11.4518 56.2435 13.2461 54 15.5153C51.7565 17.7318 50.4261 20.7135 50.0087 24.4604L48.6783 23.3522C52.6435 23.3522 55.8522 24.5924 58.3043 27.0727C60.8087 29.553 62.0609 32.5875 62.0609 36.1761C62.0609 40.0285 60.8087 43.1422 58.3043 45.517C55.8522 47.839 52.6435 49 48.6783 49C44.713 49 41.5043 47.6015 39.0522 44.8045C36.6522 42.0075 35.4522 37.8648 35.4522 32.3764C35.4522 25.9908 36.6522 20.5552 39.0522 16.0695C41.5043 11.531 44.6087 7.94238 48.3652 5.30372C52.1739 2.61228 56.1391 0.844373 60.2609 0Z\"\n                         fill=\"#C4E538\" \/>\n               <\/svg>\n\n               <blockquote>\n                    <p>Managers now have visibility into how our close is progressing and can get ahead of bottlenecks before they become larger roadblocks. They\u2019re also able to set due dates, which helps our teams stay on track.\u201d<\/p>\n               <\/blockquote>\n\n               <figcaption>\n                                        <span class=\"author\">LSC Communications<\/span>\n                    \n                                   <\/figcaption>\n\n          <\/figure>\n     <\/div>\n<\/div><\/div>\n<\/div>\n\n\n\n<h2 class=\"wp-block-heading has-text-align-left\">FAQs<\/h2>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-9d6595d7 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:100%\">\n<div class=\"wp-block-trintech-tabs is-style-accordion-arrow\"><div role=\"tablist\"><button role=\"tab\" aria-controls=\"what-is-close-task-management-tab\" aria-selected=\"true\" id=\"what-is-close-task-management\">What is\u00a0Close Task Management?\u00a0<\/button><button role=\"tab\" aria-controls=\"can-workflows-be-customized-tab\" aria-selected=\"false\" id=\"can-workflows-be-customized\">Can workflows be customized?\u00a0<\/button><button role=\"tab\" aria-controls=\"can-multiple-entities-use-the-same-platform-tab\" aria-selected=\"false\" id=\"can-multiple-entities-use-the-same-platform\">Can multiple entities use the same platform?\u00a0<\/button><button role=\"tab\" aria-controls=\"does-trintechs-close-task-management-integrate-with-reconciliation-and-journal-systems-tab\" aria-selected=\"false\" id=\"does-trintechs-close-task-management-integrate-with-reconciliation-and-journal-systems\">Does\u00a0Trintech\u2019s\u00a0close task management\u00a0integrate with reconciliation and journal systems?\u00a0<\/button><button role=\"tab\" aria-controls=\"how-does-trintechs-close-task-tracking-software-reduce-close-cycle-time-tab\" aria-selected=\"false\" id=\"how-does-trintechs-close-task-tracking-software-reduce-close-cycle-time\">How does\u00a0Trintech\u2019s\u00a0close task\u00a0tracking software\u00a0reduce close cycle time?\u00a0<\/button><button role=\"tab\" aria-controls=\"what-reporting-capabilities-are-available-tab\" aria-selected=\"false\" id=\"what-reporting-capabilities-are-available\">What reporting capabilities are available?\u00a0<\/button><button role=\"tab\" aria-controls=\"how-does-trintechs-close-task-tracking-software-help-auditors-tab\" aria-selected=\"false\" id=\"how-does-trintechs-close-task-tracking-software-help-auditors\">How does\u00a0Trintech\u2019s\u00a0close task\u00a0tracking software\u00a0help auditors?\u00a0<\/button><\/div><div class=\"tabs-wrap\">\n<div class=\"wp-block-trintech-tab \"><h2>What is\u00a0Close Task Management?\u00a0<\/h2><div role=\"tabpanel\" id=\"what-is-close-task-management-tab\" aria-labelledby=\"what-is-close-task-management\">\n<p>Close Task Management software&nbsp;organizes and automates financial close activities, ensuring tasks are completed on time, with accountability and transparency.&nbsp;Close task management software&nbsp;provides a standardized process that is documented and repeatable, resulting in a more efficient close with fewer surprises, smoother onboarding, and more balanced distribution of work.&nbsp;<\/p>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-trintech-tab \"><h2>Can workflows be customized?\u00a0<\/h2><div role=\"tabpanel\" id=\"can-workflows-be-customized-tab\" aria-labelledby=\"can-workflows-be-customized\">\n<p>Yes. Workflows are fully configurable to match your organization\u2019s structure, approval hierarchy, and reporting requirements.&nbsp;<\/p>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-trintech-tab \"><h2>Can multiple entities use the same platform?\u00a0<\/h2><div role=\"tabpanel\" id=\"can-multiple-entities-use-the-same-platform-tab\" aria-labelledby=\"can-multiple-entities-use-the-same-platform\">\n<p>Yes. The system supports multi-entity environments, centralizing task management across regions and subsidiaries.&nbsp;<\/p>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-trintech-tab \"><h2>Does\u00a0Trintech\u2019s\u00a0close task management\u00a0integrate with reconciliation and journal systems?\u00a0<\/h2><div role=\"tabpanel\" id=\"does-trintechs-close-task-management-integrate-with-reconciliation-and-journal-systems-tab\" aria-labelledby=\"does-trintechs-close-task-management-integrate-with-reconciliation-and-journal-systems\">\n<p>Yes.&nbsp;Trintech\u2019s&nbsp;close task management&nbsp;connects seamlessly with reconciliation and journal entry modules, providing a unified close management experience.&nbsp;<\/p>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-trintech-tab \"><h2>How does\u00a0Trintech\u2019s\u00a0close task\u00a0tracking software\u00a0reduce close cycle time?\u00a0<\/h2><div role=\"tabpanel\" id=\"how-does-trintechs-close-task-tracking-software-reduce-close-cycle-time-tab\" aria-labelledby=\"how-does-trintechs-close-task-tracking-software-reduce-close-cycle-time\">\n<p>Trintech\u2019s&nbsp;close task&nbsp;tracking software&nbsp;reduces close cycle time by automating task dependencies and&nbsp;notifications,&nbsp;it standardizes and accelerates workflows, reducing manual follow-up and overall close duration.&nbsp;<\/p>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-trintech-tab \"><h2>What reporting capabilities are available?\u00a0<\/h2><div role=\"tabpanel\" id=\"what-reporting-capabilities-are-available-tab\" aria-labelledby=\"what-reporting-capabilities-are-available\">\n<p>Trintech\u2019s&nbsp;close task management&nbsp;offers role-based&nbsp;dashboards&nbsp;and progress reports&nbsp;provide&nbsp;real-time insights into close status, ad hoc exceptions, and bottlenecks.&nbsp;<\/p>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-trintech-tab \"><h2>How does\u00a0Trintech\u2019s\u00a0close task\u00a0tracking software\u00a0help auditors?\u00a0<\/h2><div role=\"tabpanel\" id=\"how-does-trintechs-close-task-tracking-software-help-auditors-tab\" aria-labelledby=\"how-does-trintechs-close-task-tracking-software-help-auditors\">\n<p>Trintech\u2019s&nbsp;platform provides complete documentation,&nbsp;sign-offs, and time-stamped records, with supporting evidence housed in a central repository, ensuring audit readiness and transparency.&nbsp;<\/p>\n<\/div><\/div>\n<\/div><\/div>\n<\/div>\n<\/div>\n\n\n\n<div style=\"height:10px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n\n<div  class=\"insights-block alignfull\">\n     <div class=\"maybe-wrapper\">\n                    <h2>Featured Content\u2014 AI Close Task Management <\/h2>\n          \n          \n\n          <div class=\"insights-block__swiper\">\n               <div class=\"swiper\">\n                    <div class=\"swiper-wrapper\">\n                                                                           <div class=\"swiper-slide auto-product-close\">\n                              <div class=\"slide-container\">\n                                                                                                              <a href=\"https:\/\/www.trintech.com\/white-paper\/the-business-case-for-an-automated-close\/\" title=\"The Business Case for an Automated Financial Close\">\n                                             \n                                                                                          <img decoding=\"async\" src=\"https:\/\/www.trintech.com\/wp-content\/uploads\/2025\/10\/intercompany-accounting-software-collaboration.jpg\" alt=\"The Business Case for an Automated Financial Close\">\n                                             \n                                                                                                                                       <span\n                                                  class=\"type\">White Paper<\/span>\n                                             \n                                             <h4>The Business Case for an Automated Financial Close<\/h4>\n                                             <p>Delivering ROI &#8211; A Financial Close White Paper Across the entire Record to Report cycle, companies face the highly labor-intensive and risky task of completing a close cycle in an effective, efficient and ultimately error&#8230;<\/p>\n\n                                                                                <\/a>\n                                                                 <\/div>\n                         <\/div>\n                                                  <div class=\"swiper-slide auto-product-cadency\">\n                              <div class=\"slide-container\">\n                                                                                                              <a href=\"https:\/\/www.trintech.com\/infographic\/the-business-case-for-automation-close\/\" title=\"The Business Case for an Automated Financial Close\">\n                                             \n                                                                                          <img decoding=\"async\" src=\"https:\/\/www.trintech.com\/wp-content\/uploads\/2019\/08\/IM-Thumbnail-BusinessCaseAutomatedFinancialClose.jpg\" alt=\"The Business Case for an Automated Financial Close\">\n                                             \n                                                                                                                                       <span\n                                                  class=\"type\">Infographic<\/span>\n                                             \n                                             <h4>The Business Case for an Automated Financial Close<\/h4>\n                                             <p>Accountants everywhere struggle to handle the enormous number of labor-intensive tasks that are required for a successful close. Discover how automation can help you gain unrealized value through the close process \u2013 all while&#8230;<\/p>\n\n                                                                                <\/a>\n                                                                 <\/div>\n                         <\/div>\n                                                  <div class=\"swiper-slide auto-product-adra auto-product-adratask-manager auto-product-task-manager\">\n                              <div class=\"slide-container\">\n                                                                                                              <a href=\"https:\/\/www.trintech.com\/ebook\/ready-set-close-adra-task-manager-for-financial-transparency\/\" title=\"Ready, Set, Close: Adra Task Manager for Financial Transparency\">\n                                             \n                                                                                          <img decoding=\"async\" src=\"https:\/\/www.trintech.com\/wp-content\/uploads\/2024\/07\/RaceStart_275955905.jpg\" alt=\"Ready, Set, Close: Adra Task Manager for Financial Transparency\">\n                                             \n                                                                                                                                       <span\n                                                  class=\"type\">eBook<\/span>\n                                             \n                                             <h4>Ready, Set, Close: Adra Task Manager for Financial Transparency<\/h4>\n                                             <p>Feeling overwhelmed by hundreds of emails? Tired of daily status calls? The financial close process is filled with complex, multi-step tasks with strict dependencies, and keeping track of everything is a task in and of itself. &#8230;<\/p>\n\n                                                                                <\/a>\n                                                                 <\/div>\n                         <\/div>\n                                                  <div class=\"swiper-slide \">\n                              <div class=\"slide-container\">\n                                                                                                              <a href=\"https:\/\/www.trintech.com\/blog\/reduce-the-stress-of-the-financial-close-on-your-team\/\" title=\"Top Strategies to Make the Financial Close Stress-Free for Your Team\">\n                                             \n                                                                                          <img decoding=\"async\" src=\"https:\/\/www.trintech.com\/wp-content\/uploads\/2023\/01\/getty-images-qzo6z55ehf0-unsplash_workday.jpg\" alt=\"Top Strategies to Make the Financial Close Stress-Free for Your Team\">\n                                             \n                                                                                                                                       <span\n                                                  class=\"type\">Blog post<\/span>\n                                             \n                                             <h4>Top Strategies to Make the Financial Close Stress-Free for Your Team<\/h4>\n                                             <p>Unsurprisingly, the financial close is one of the most stressful periods for an accounting team. &nbsp;With increasing pressure for more timely and accurate financial statements, the demands can quickly outpace the team\u2019s cap&#8230;<\/p>\n\n                                                                                <\/a>\n                                                                 <\/div>\n                         <\/div>\n                                                  <div class=\"swiper-slide auto-financial-process-financial-close-task-management auto-product-adra auto-product-cadency auto-product-close auto-product-task-manager\">\n                              <div class=\"slide-container\">\n                                                                                                              <a href=\"https:\/\/www.trintech.com\/video\/task-checklists-trintech-ai-use-case\/\" title=\"Task Checklists &#8211; Trintech AI Use Case\">\n                                             \n                                                                                          <img decoding=\"async\" src=\"https:\/\/www.trintech.com\/wp-content\/uploads\/2025\/12\/TaskChecklists-copy.png\" alt=\"Task Checklists &#8211; Trintech AI Use Case\">\n                                             \n                                                                                                                                       <span\n                                                  class=\"type\">Video<\/span>\n                                             \n                                             <h4>Task Checklists &#8211; Trintech AI Use Case<\/h4>\n                                             <p><\/p>\n\n                                                                                <\/a>\n                                                                 <\/div>\n                         <\/div>\n                                                  <div class=\"swiper-slide auto-industry-insurance auto-financial-process-financial-close-task-management auto-financial-process-account-reconciliations auto-product-cadency auto-product-close auto-product-insurance auto-product-reconciliation-certify auto-product-reconciliation-match\">\n                              <div class=\"slide-container\">\n                                                                                                              <a href=\"https:\/\/www.trintech.com\/case-study\/global-insurance-leader-transformed-finance-with-trintech\/\" title=\"Global Insurance Leader Saves Over 2,000 Hours Monthly with Trintech\">\n                                             \n                                                                                          <img decoding=\"async\" src=\"https:\/\/www.trintech.com\/wp-content\/uploads\/2024\/03\/Insurance-Provider.png\" alt=\"Global Insurance Leader Saves Over 2,000 Hours Monthly with Trintech\">\n                                             \n                                                                                                                                       <span\n                                                  class=\"type\">Case Study<\/span>\n                                             \n                                             <h4>Global Insurance Leader Saves Over 2,000 Hours Monthly with Trintech<\/h4>\n                                             <p>The Challenge: Growing Pains in a Rapidly Evolving Business As one of the world\u2019s leading insurance organizations, this company faced growing pressure to scale its finance operations while maintaining control and compliance. &#8230;<\/p>\n\n                                                                                <\/a>\n                                                                 <\/div>\n                         <\/div>\n                                                  <div class=\"swiper-slide auto-financial-process-financial-close-task-management\">\n                              <div class=\"slide-container\">\n                                                                                                              <a href=\"https:\/\/www.trintech.com\/blog\/ai_financial_close_overview\/\" title=\"How AI is Revolutionizing the Financial Close Process\">\n                                             \n                                                                                          <img decoding=\"async\" src=\"https:\/\/www.trintech.com\/wp-content\/uploads\/2025\/10\/accounting-professional-financial-close-management.jpg\" alt=\"How AI is Revolutionizing the Financial Close Process\">\n                                             \n                                                                                                                                       <span\n                                                  class=\"type\">Blog post<\/span>\n                                             \n                                             <h4>How AI is Revolutionizing the Financial Close Process<\/h4>\n                                             <p>The Pressure is Mounting&#8230; Finance teams are under more pressure than ever. Between increasing transaction volumes, tightening regulatory demands, and navigating the AI hype, the traditional financial close process\u2014riddl&#8230;<\/p>\n\n                                                                                <\/a>\n                                                                 <\/div>\n                         <\/div>\n                                                  <div class=\"swiper-slide auto-financial-process-transaction-matching auto-industry-retail auto-financial-process-financial-close-task-management auto-financial-process-account-reconciliations auto-product-reconnet\">\n                              <div class=\"slide-container\">\n                                                                                                              <a href=\"https:\/\/www.trintech.com\/ebook\/reconnet-users-youve-found-the-perfect-matching-solution-now-what\/\" title=\"ReconNET Users: You\u2019ve Found the Perfect Match(ing) Solution\u2026 Now What?\">\n                                             \n                                                                                          <img decoding=\"async\" src=\"https:\/\/www.trintech.com\/wp-content\/uploads\/2024\/07\/EB-RC-YouveFoundPerfectMatch_thumb.png\" alt=\"ReconNET Users: You\u2019ve Found the Perfect Match(ing) Solution\u2026 Now What?\">\n                                             \n                                                                                                                                       <span\n                                                  class=\"type\">eBook<\/span>\n                                             \n                                             <h4>ReconNET Users: You\u2019ve Found the Perfect Match(ing) Solution\u2026 Now What?<\/h4>\n                                             <p>Solve the Financial Close Puzzle and Unlock Additional ROI by Automating with Trintech For many accounting teams, the transaction matching process is one of the most tedious, frustrating, time-consuming tasks they perform. Orga&#8230;<\/p>\n\n                                                                                <\/a>\n                                                                 <\/div>\n                         <\/div>\n                                                  <div class=\"swiper-slide auto-financial-process-financial-close-task-management\">\n                              <div class=\"slide-container\">\n                                                                                                              <a href=\"https:\/\/www.trintech.com\/ebook\/a-guide-to-control-and-compliance\/\" title=\"The Modern CFO&#8217;s Guide to Risk, Compliance and Control\">\n                                             \n                                                                                          <img decoding=\"async\" src=\"https:\/\/www.trintech.com\/wp-content\/uploads\/2025\/05\/cheerful-woman-pointing-with-pen-at-laptop-while-s-2023-11-27-04-51-24-utc-e1750089922783.jpg\" alt=\"The Modern CFO&#8217;s Guide to Risk, Compliance and Control\">\n                                             \n                                                                                                                                       <span\n                                                  class=\"type\">eBook<\/span>\n                                             \n                                             <h4>The Modern CFO&#8217;s Guide to Risk, Compliance and Control<\/h4>\n                                             <p>Take charge of your financial close controls and compliance. According to EY, one of the key characteristics that separate the \u201chigh performers\u201d in the financial close process from the rest of the crowd is that they have a &#8230;<\/p>\n\n                                                                                <\/a>\n                                                                 <\/div>\n                         <\/div>\n                                                  <div class=\"swiper-slide auto-financial-process-transaction-matching auto-team-finance-and-accounting-professionals auto-financial-process-reporting-and-analytics auto-financial-process-financial-close-task-management auto-financial-process-account-reconciliations auto-product-adra\">\n                              <div class=\"slide-container\">\n                                                                                                              <a href=\"https:\/\/www.trintech.com\/video\/day-in-the-life-of-a-modern-accountant\/\" title=\"Day in the Life of a Modern Accountant\">\n                                             \n                                                                                          <img decoding=\"async\" src=\"https:\/\/www.trintech.com\/wp-content\/uploads\/2023\/05\/AdobeStock_548151646-scaled.jpg\" alt=\"Day in the Life of a Modern Accountant\">\n                                             \n                                                                                                                                       <span\n                                                  class=\"type\">Video<\/span>\n                                             \n                                             <h4>Day in the Life of a Modern Accountant<\/h4>\n                                             <p>Simplifying the Month-End with Adra by Trintech If you are using traditional accounting tools such as spreadsheets, binder methods, and other rudimentary processes, your month-end is probably hard. You are more than likely spen&#8230;<\/p>\n\n                                                                                <\/a>\n                                                                 <\/div>\n                         <\/div>\n                                                  <div class=\"swiper-slide auto-industry-healthcare-and-human-services auto-industry-power-and-utilities auto-financial-process-intercompany-accounting auto-financial-process-financial-close-task-management\">\n                              <div class=\"slide-container\">\n                                                                                                              <a href=\"https:\/\/www.trintech.com\/ebook\/5-best-practices-for-modernizing-your-month-end-close\/\" title=\"5 Best Practices for Modernizing Your Month-End Close\">\n                                             \n                                                                                          <img decoding=\"async\" src=\"https:\/\/www.trintech.com\/wp-content\/uploads\/2024\/05\/pexels-vlada-karpovich-4050388-scaled.jpg\" alt=\"5 Best Practices for Modernizing Your Month-End Close\">\n                                             \n                                                                                                                                       <span\n                                                  class=\"type\">eBook<\/span>\n                                             \n                                             <h4>5 Best Practices for Modernizing Your Month-End Close<\/h4>\n                                             <p>Organizational environments are becoming increasingly complex and will continue to do so as business becomes more compliance-focused and technology-driven. The inefficiencies and risks associated with manual methods negatively &#8230;<\/p>\n\n                                                                                <\/a>\n                                                                 <\/div>\n                         <\/div>\n                                                  <div class=\"swiper-slide auto-financial-process-financial-close-task-management auto-financial-process-account-reconciliations auto-product-adra\">\n                              <div class=\"slide-container\">\n                                                                                                              <a href=\"https:\/\/www.trintech.com\/blog\/the-roi-of-automated-reconciliations-and-close-management\/\" title=\"The ROI of Automated Reconciliations and Close Management\">\n                                             \n                                                                                          <img decoding=\"async\" src=\"https:\/\/www.trintech.com\/wp-content\/uploads\/2024\/10\/AdobeStock_246829680-scaled.jpeg\" alt=\"The ROI of Automated Reconciliations and Close Management\">\n                                             \n                                                                                                                                       <span\n                                                  class=\"type\">Blog post<\/span>\n                                             \n                                             <h4>The ROI of Automated Reconciliations and Close Management<\/h4>\n                                             <p>A recent study by The Hackett Group found that accountants and financial personnel spend 65% of their time on manual, low-value processes. These are tasks such as reconciliations that accountants spend countless late nights com&#8230;<\/p>\n\n                                                                                <\/a>\n                                                                 <\/div>\n                         <\/div>\n                                                  <div class=\"swiper-slide auto-industry-banking auto-industry-financial-services auto-product-cadency auto-product-frontier\">\n                              <div class=\"slide-container\">\n                                                                                                              <a href=\"https:\/\/www.trintech.com\/infographic\/from-reconciliation-to-close-the-trintech-advantage-for-financial-services\/\" title=\"From Reconciliation to Close: The Trintech Advantage for Financial Services\">\n                                             \n                                                                                          <img decoding=\"async\" src=\"https:\/\/www.trintech.com\/wp-content\/uploads\/2026\/02\/thumb-infographic-From-Reconciliation-to-Close-1.jpg\" alt=\"From Reconciliation to Close: The Trintech Advantage for Financial Services\">\n                                             \n                                                                                                                                       <span\n                                                  class=\"type\">Infographic<\/span>\n                                             \n                                             <h4>From Reconciliation to Close: The Trintech Advantage for Financial Services<\/h4>\n                                             <p>One Platform. Complete Financial Control. Trintech is the only reconciliation platform built for control, confidence, and scale for full visibility into the close. This is just a preview! Download the full infographic for the f&#8230;<\/p>\n\n                                                                                <\/a>\n                                                                 <\/div>\n                         <\/div>\n                                                  <div class=\"swiper-slide auto-product-microsoft auto-product-netsuite auto-product-oracle auto-product-erp-sap auto-product-erp-workday\">\n                              <div class=\"slide-container\">\n                                                                                                              <a href=\"https:\/\/se.trintech.com\/infografik\/fardplan-for-ai-implementering-inom-ekonomi-och-redovisning\/\" title=\"F\u00e4rdplan f\u00f6r AI-implementering inom ekonomi och redovisning\">\n                                             \n                                                                                          <img decoding=\"async\" src=\"https:\/\/www.trintech.com\/wp-content\/uploads\/2026\/01\/ai-finance-digital-transformation.jpeg\" alt=\"F\u00e4rdplan f\u00f6r AI-implementering inom ekonomi och redovisning\">\n                                             \n                                                                                                                                       <span\n                                                  class=\"type\">Infographic<\/span>\n                                             \n                                             <h4>F\u00e4rdplan f\u00f6r AI-implementering inom ekonomi och redovisning<\/h4>\n                                             <p>En praktisk guide f\u00f6r CFO:er och ekonomiteam som vill g\u00e5 fr\u00e5n AI-ambition till verklig aff\u00e4rsnytta AI f\u00f6r\u00e4ndrar ekonomifunktionen i grunden \u2013 men framg\u00e5ng kr\u00e4ver mer \u00e4n nya verktyg. Det kr\u00e4ver r\u00e4tt strategi, r\u00e4tt &#8230;<\/p>\n\n                                                                                <\/a>\n                                                                 <\/div>\n                         <\/div>\n                                                  <div class=\"swiper-slide \">\n                              <div class=\"slide-container\">\n                                                                                                              <a href=\"https:\/\/www.trintech.com\/case-study\/mountain-warehouse-qa\/\" title=\"A Conversation with Mountain Warehouse: Reducing the Time to Close by Up to 3 Days with Trintech\">\n                                             \n                                                                                          <img decoding=\"async\" src=\"https:\/\/www.trintech.com\/wp-content\/uploads\/2026\/01\/Website-2-1.png\" alt=\"A Conversation with Mountain Warehouse: Reducing the Time to Close by Up to 3 Days with Trintech\">\n                                             \n                                                                                                                                       <span\n                                                  class=\"type\">Case Study<\/span>\n                                             \n                                             <h4>A Conversation with Mountain Warehouse: Reducing the Time to Close by Up to 3 Days with Trintech<\/h4>\n                                             <p>We caught up with Claudia Olmos, Finance Manager of Revenue, Operations &amp; Transformation at Mountain Warehouse, to hear about how automation from Trintech helped produce better, more reliable revenue reports and cut the clo&#8230;<\/p>\n\n                                                                                <\/a>\n                                                                 <\/div>\n                         <\/div>\n                                                  <div class=\"swiper-slide auto-financial-process-transaction-matching\">\n                              <div class=\"slide-container\">\n                                                                                                              <a href=\"https:\/\/www.trintech.com\/case-study\/kpmg-qa\/\" title=\"A Conversation with KPMG: Driving Speed to Value and Process Transformation through Strategic Automation Implementations with Trintech\">\n                                             \n                                                                                          <img decoding=\"async\" src=\"https:\/\/www.trintech.com\/wp-content\/uploads\/2026\/01\/Website-4.png\" alt=\"A Conversation with KPMG: Driving Speed to Value and Process Transformation through Strategic Automation Implementations with Trintech\">\n                                             \n                                                                                                                                       <span\n                                                  class=\"type\">Case Study<\/span>\n                                             \n                                             <h4>A Conversation with KPMG: Driving Speed to Value and Process Transformation through Strategic Automation Implementations with Trintech<\/h4>\n                                             <p>We caught up with Brendan Lee, Manager at KPMG, to learn about how this valuable partnership helps clients achieve faster results while building a foundation for long-term finance transformation. Partner Perspective: Helping Cl&#8230;<\/p>\n\n                                                                                <\/a>\n                                                                 <\/div>\n                         <\/div>\n                                                  <div class=\"swiper-slide \">\n                              <div class=\"slide-container\">\n                                                                                                              <a href=\"https:\/\/www.trintech.com\/case-study\/partner-mm-consulting-solutions-qa\/\" title=\"A Conversation with Trintech Partner MM Consulting Solutions: Helping a Complex Property Management Client Transform Close Management and Gain Visibility\">\n                                             \n                                                                                          <img decoding=\"async\" src=\"https:\/\/www.trintech.com\/wp-content\/uploads\/2026\/01\/Website-2-MM.png\" alt=\"A Conversation with Trintech Partner MM Consulting Solutions: Helping a Complex Property Management Client Transform Close Management and Gain Visibility\">\n                                             \n                                                                                                                                       <span\n                                                  class=\"type\">Case Study<\/span>\n                                             \n                                             <h4>A Conversation with Trintech Partner MM Consulting Solutions: Helping a Complex Property Management Client Transform Close Management and Gain Visibility<\/h4>\n                                             <p>We caught up with Michelle Meehan, President of MM Consulting Solutions, to learn about how MM Consulting Solutions leveraged Trintech to help a client build over 400 month-end close tasks and gain visibility to identify bottle&#8230;<\/p>\n\n                                                                                <\/a>\n                                                                 <\/div>\n                         <\/div>\n                                                  <div class=\"swiper-slide auto-industry-financial-services auto-product-frontier\">\n                              <div class=\"slide-container\">\n                                                                                                              <a href=\"https:\/\/www.trintech.com\/case-study\/tower-federal-credit-union-qa\/\" title=\"A Conversation with Tower Federal Credit Union: Achieving a 2-Day Financial Close with Trintech\">\n                                             \n                                                                                          <img decoding=\"async\" src=\"https:\/\/www.trintech.com\/wp-content\/uploads\/2026\/01\/Website-2.png\" alt=\"A Conversation with Tower Federal Credit Union: Achieving a 2-Day Financial Close with Trintech\">\n                                             \n                                                                                                                                       <span\n                                                  class=\"type\">Case Study<\/span>\n                                             \n                                             <h4>A Conversation with Tower Federal Credit Union: Achieving a 2-Day Financial Close with Trintech<\/h4>\n                                             <p>We caught up with Cheryl Titzer, Vice President of Accounting at Tower Federal Credit Union, to learn how automation helped shorten the financial close and empowered a leaner team to work smarter. Before Trintech: Over 1,000 Ba&#8230;<\/p>\n\n                                                                                <\/a>\n                                                                 <\/div>\n                         <\/div>\n                                                  <div class=\"swiper-slide auto-industry-financial-services auto-product-frontier auto-product-ind-financial-services\">\n                              <div class=\"slide-container\">\n                                                                                                              <a href=\"https:\/\/www.trintech.com\/video\/forum-credit-union-move-to-the-cloud\/\" title=\"FORUM Credit Union: Modernizing Their Reconciliations with a Move to the Cloud\">\n                                             \n                                                                                          <img decoding=\"async\" src=\"https:\/\/www.trintech.com\/wp-content\/uploads\/2025\/12\/Website-Close-Up-TO-BE-USED.png\" alt=\"FORUM Credit Union: Modernizing Their Reconciliations with a Move to the Cloud\">\n                                             \n                                                                                                                                       <span\n                                                  class=\"type\">Video<\/span>\n                                             \n                                             <h4>FORUM Credit Union: Modernizing Their Reconciliations with a Move to the Cloud<\/h4>\n                                             <p><\/p>\n\n                                                                                <\/a>\n                                                                 <\/div>\n                         <\/div>\n                                                  <div class=\"swiper-slide \">\n                              <div class=\"slide-container\">\n                                                                                                              <a href=\"https:\/\/de.trintech.com\/blog\/was-ist-bankabstimmung-ein-umfassender-leitfaden\/\" title=\"Was ist Bankabstimmung: Ein umfassender Leitfaden\">\n                                             \n                                                                                          <img decoding=\"async\" src=\"https:\/\/www.trintech.com\/wp-content\/uploads\/2024\/06\/what-is-bank-reconciliation.jpeg\" alt=\"Was ist Bankabstimmung: Ein umfassender Leitfaden\">\n                                             \n                                                                                                                                       <span\n                                                  class=\"type\">Blog post<\/span>\n                                             \n                                             <h4>Was ist Bankabstimmung: Ein umfassender Leitfaden<\/h4>\n                                             <p>What is bank reconciliation? Bank reconciliation is the process by which businesses verify the accuracy of their general ledger by comparing it with a bank statement.<\/p>\n\n                                                                                <\/a>\n                                                                 <\/div>\n                         <\/div>\n                                                  <div class=\"swiper-slide \">\n                              <div class=\"slide-container\">\n                                                                                                              <a href=\"https:\/\/de.trintech.com\/blog\/was-ist-eine-hauptbuchabstimmung\/\" title=\"Was ist eine Hauptbuchabstimmung?\">\n                                             \n                                                                                          <img decoding=\"async\" src=\"https:\/\/www.trintech.com\/wp-content\/uploads\/2024\/07\/What-is-general-ledger-reconciliation.jpg\" alt=\"Was ist eine Hauptbuchabstimmung?\">\n                                             \n                                                                                                                                       <span\n                                                  class=\"type\">Blog post<\/span>\n                                             \n                                             <h4>Was ist eine Hauptbuchabstimmung?<\/h4>\n                                             <p>What is general ledger reconciliation? It is the process of verifying a company\u2019s financial data against documents like bank statements, invoices and receipts.<\/p>\n\n                                                                                <\/a>\n                                                                 <\/div>\n                         <\/div>\n                                                  <div class=\"swiper-slide auto-product-microsoft auto-product-netsuite auto-product-oracle auto-product-erp-sap auto-product-erp-workday\">\n                              <div class=\"slide-container\">\n                                                                                                              <a href=\"https:\/\/se.trintech.com\/infografik\/5-anledningar-till-att-erp-system-inte-racker-for-bokslutet-och-hur-automatisering-fyller-luckorna\/\" title=\"5 anledningar till att ERP-system inte r\u00e4cker f\u00f6r bokslutet \u2013 och hur automatisering fyller luckorna\">\n                                             \n                                                                                          <img decoding=\"async\" src=\"https:\/\/www.trintech.com\/wp-content\/uploads\/2025\/09\/Screenshot-2025-09-16-135747-1.png\" alt=\"5 anledningar till att ERP-system inte r\u00e4cker f\u00f6r bokslutet \u2013 och hur automatisering fyller luckorna\">\n                                             \n                                                                                                                                       <span\n                                                  class=\"type\">Infographic<\/span>\n                                             \n                                             <h4>5 anledningar till att ERP-system inte r\u00e4cker f\u00f6r bokslutet \u2013 och hur automatisering fyller luckorna<\/h4>\n                                             <p>ERP-system klarar det inte p\u00e5 egen hand Ditt ERP-system \u00e4r grunden i er tekniska plattform f\u00f6r finans, men det \u00e4r inte utvecklat f\u00f6r att hantera dagens komplexa bokslutsprocesser. Flera ERP-system, olika valutor, \u00f6kande k&#8230;<\/p>\n\n                                                                                <\/a>\n                                                                 <\/div>\n                         <\/div>\n                                                  <div class=\"swiper-slide \">\n                              <div class=\"slide-container\">\n                                                                                                              <a href=\"https:\/\/www.trintech.com\/blog\/cut-the-cost-pay-the-price-the-hidden-risk-of-unproven-ai-solutions\/\" title=\"Cut the Cost, Pay the Price? The Hidden Risk of Unproven AI Solutions\">\n                                             \n                                                                                          <img decoding=\"async\" src=\"https:\/\/www.trintech.com\/wp-content\/uploads\/2022\/10\/young-business-man-looking-at-trading-charts-refle-2023-11-27-05-28-21-utc-scaled.jpg\" alt=\"Cut the Cost, Pay the Price? The Hidden Risk of Unproven AI Solutions\">\n                                             \n                                                                                                                                       <span\n                                                  class=\"type\">Blog post<\/span>\n                                             \n                                             <h4>Cut the Cost, Pay the Price? The Hidden Risk of Unproven AI Solutions<\/h4>\n                                             <p>CFOs everywhere are getting the same memo: cut spend. The current need for budget cuts has led to a rise of alternative and sometimes DIY solutions \u2013 maybe leveraging a system like ChatGPT, a build-it\u2011yourself project, or a&#8230;<\/p>\n\n                                                                                <\/a>\n                                                                 <\/div>\n                         <\/div>\n                                                  <div class=\"swiper-slide \">\n                              <div class=\"slide-container\">\n                                                                                                              <a href=\"https:\/\/www.trintech.com\/infographic\/top-5-risks-of-choosing-an-unproven-ai-solution\/\" title=\"Top 5 Risks of Choosing an Unproven AI Solution\">\n                                             \n                                                                                          <img decoding=\"async\" src=\"https:\/\/www.trintech.com\/wp-content\/uploads\/2025\/11\/Screenshot-2025-11-24-135350-1.png\" alt=\"Top 5 Risks of Choosing an Unproven AI Solution\">\n                                             \n                                                                                                                                       <span\n                                                  class=\"type\">Infographic<\/span>\n                                             \n                                             <h4>Top 5 Risks of Choosing an Unproven AI Solution<\/h4>\n                                             <p>Early-stage, AI-first tools often optimize for speed rather than audit readiness. Choosing the right AI solution for finance is about more than speed or automation\u2014it\u2019s about trust, transparency, and audit readiness. Unlike&#8230;<\/p>\n\n                                                                                <\/a>\n                                                                 <\/div>\n                         <\/div>\n                                                                      <\/div>\n                    <div class=\"swiper-footer\">\n                         <div class=\"swiper-arrows\">\n                              <div class=\"swiper-button-prev\"><\/div>\n                              <div class=\"swiper-button-next\"><\/div>\n                         <\/div>\n                                                  <a href=\"\/resources\" target=\"\" class=\"button\">See All Insights<\/a>\n                                             <\/div>\n               <\/div>\n          <\/div>\n     <\/div>\n<\/div>","protected":false},"featured_media":17385,"template":"","class_list":["post-25","financial-process","type-financial-process","status-publish","has-post-thumbnail","hentry"],"acf":[],"lang":"en","translations":{"en":25,"no":17160,"se":18002},"pll_sync_post":[],"_links":{"self":[{"href":"https:\/\/www.trintech.com\/wp-json\/wp\/v2\/financial-process\/25","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.trintech.com\/wp-json\/wp\/v2\/financial-process"}],"about":[{"href":"https:\/\/www.trintech.com\/wp-json\/wp\/v2\/types\/financial-process"}],"version-history":[{"count":4,"href":"https:\/\/www.trintech.com\/wp-json\/wp\/v2\/financial-process\/25\/revisions"}],"predecessor-version":[{"id":49445,"href":"https:\/\/www.trintech.com\/wp-json\/wp\/v2\/financial-process\/25\/revisions\/49445"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.trintech.com\/wp-json\/wp\/v2\/media\/17385"}],"wp:attachment":[{"href":"https:\/\/www.trintech.com\/wp-json\/wp\/v2\/media?parent=25"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}