{"id":40621,"date":"2025-04-16T20:39:40","date_gmt":"2025-04-16T20:39:40","guid":{"rendered":"https:\/\/www.trintech.com\/?post_type=case-study&p=40621"},"modified":"2026-01-22T19:01:47","modified_gmt":"2026-01-22T19:01:47","slug":"hrblock_workday","status":"publish","type":"case-study","link":"https:\/\/www.trintech.com\/case-study\/hrblock_workday\/","title":{"rendered":"H&R Block Effectively Reconciles Over a Million Transactions Monthly with Trintech and Workday"},"content":{"rendered":"
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H&R Block Effectively Reconciles Over a Million Transactions Monthly with Trintech and Workday<\/h1>\n

Case Study<\/p>\n <\/div>\n

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Transitioning from Workday to Trintech<\/h2>\n\n\n\n

H&R Block initially leveraged Workday for their account certification process. However, the account certification module of Workday fell short of their needs. Erin Gill, Program Manager, explained, \u201cWorkday\u2019s account certification module didn\u2019t have the robust capabilities that we needed. We decided we needed to look for a solution that would give us more visibility into our reconciliations, particularly visibility into the timeliness and just general reporting.\u201d <\/p>\n\n\n\n

They evaluated multiple solutions through a standard RFP process and demos, ultimately selecting Trintech. Ken Dunst, Director of Accounting, highlighted, \u201cTrintech has excellent high-volume transaction matching functionalities, and that was something we were very interested in.\u201d<\/p>\n\n\n\n

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Integration with Workday<\/h2>\n\n\n\n

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H&R Block has been very happy with Workday as their ERP partner. \u201cWorkday regularly provides new releases, so we\u2019re always on the current version of software, and they have robust reporting capabilities,\u201d shared Ken Dunst. \u201cTheir consolidation capabilities have also been a huge plus for us, as Workday consolidation is almost immediate.\u201d
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With the importance of H&R Block\u2019s partnership with Workday top of mind, Trintech\u2019s ongoing partnership and integration capabilities with Workday were driving factors in H&R Block selecting Trintech\u2019s solution to manage their reconciliation and financial close process. Erin Gill mentioned, \u201cTrintech\u2019s partnership with Workday and the ability to route journals right back into Workday were key reasons of selecting Trintech as our financial close solution.\u201d This integration has streamlined their processes, allowing for faster reconciliations and improved reporting capabilities.<\/p>\n\n<\/div>\n <\/div>\n<\/div>\n\n\n

Implementation Process, Current Usage, and Benefits<\/h2>\n\n\n\n

The implementation of Trintech was smooth and efficient. Erin Gill reflected, \u201cThe implementation overall went smoothly. The functional team that we worked with for actual design and implementation were absolutely amazing\u2014they were very knowledgeable, helpful, and responsive.\u201d<\/p>\n\n\n\n

Today, H&R Block\u2019s accounting team regularly uses Trintech for balance sheet reconciliations and high-volume transaction matching. Ken Dunst shared, \u201cWe regularly have 200,000+ transactions every month, but during our busy season we\u2019ll ramp up to over a million credit card transactions a month. Leveraging automation has been a huge help in managing this volume, for both transaction matching and balance sheet reconciliations.\u201d Speaking for the accounting team, Erin Gill added, \u201cPeople are telling me that they absolutely love the solution, and that Trintech is exactly what the doctor ordered, so to speak. The feedback we\u2019ve gotten so far has been very, very positive and I think it\u2019ll just continue to improve.\u201d Additionally, access has been extended to internal and external auditors for management of SOX tasks within the solution.<\/p>\n\n\n\n

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Future Goals<\/h2>\n\n\n\n

H&R Block aims to expand their use of Trintech by increasing the number of accounts using transaction matching, implementing the QA module, and exploring the journal entry functionality.<\/p>\n\n\n\n

H&R Block\u2019s partnerships with Trintech and Workday has been a positive one, marked by improved efficiency and visibility in their financial processes. As they continue to expand their use of Trintech and Workday, they anticipate even greater benefits in the future.<\/p>\n\n<\/div>\n <\/div>\n<\/div>\n\n\n

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Read the Full Case Study<\/h2>\n\n\n\n

Discover key insights and actionable strategies by downloading our full case study.<\/p>\n\n\n\n

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Download Case Study<\/a><\/div>\n<\/div>\n<\/div>\n\n\n\n
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See Trintech in Action<\/h2>\n\n\n\n

Seeing is believing. Discover why Trintech is the real leader in financial close automation.<\/p>\n\n\n\n

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Book a Demo <\/a><\/div>\n<\/div>\n<\/div>\n<\/div>\n\n<\/div>\n <\/div>\n <\/div>\n<\/div>\n\n\n

<\/p>\n","protected":false},"excerpt":{"rendered":"

Transitioning from Workday to Trintech H&R Block initially leveraged Workday for their account certification process. However, the account certification module of Workday fell short of their needs. Erin Gill, Program Manager, explained, \u201cWorkday\u2019s account certification module didn\u2019t have the robust capabilities that we needed. We decided we needed to look for a solution that would give us more visibility into our reconciliations, particularly visibility into the timeliness and just general reporting.\u201d They evaluated multiple solutions through a standard RFP process and demos, ultimately selecting Trintech. Ken Dunst, Director of Accounting, highlighted, \u201cTrintech has excellent high-volume transaction matching functionalities, and that was something we were very interested in.\u201d Implementation Process, Current …<\/p>\n","protected":false},"featured_media":40622,"template":"","topic":[69,734,67,68],"product":[79,736,238],"class_list":["post-40621","case-study","type-case-study","status-publish","has-post-thumbnail","hentry","topic-account-reconciliation","topic-erp-integration","topic-increase-efficiency-effectiveness","topic-transaction-matching","product-cadency","product-erp-workday","product-banking"],"acf":[],"lang":"en","translations":{"en":40621},"pll_sync_post":[],"_links":{"self":[{"href":"https:\/\/www.trintech.com\/wp-json\/wp\/v2\/case-study\/40621","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.trintech.com\/wp-json\/wp\/v2\/case-study"}],"about":[{"href":"https:\/\/www.trintech.com\/wp-json\/wp\/v2\/types\/case-study"}],"version-history":[{"count":1,"href":"https:\/\/www.trintech.com\/wp-json\/wp\/v2\/case-study\/40621\/revisions"}],"predecessor-version":[{"id":49236,"href":"https:\/\/www.trintech.com\/wp-json\/wp\/v2\/case-study\/40621\/revisions\/49236"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.trintech.com\/wp-json\/wp\/v2\/media\/40622"}],"wp:attachment":[{"href":"https:\/\/www.trintech.com\/wp-json\/wp\/v2\/media?parent=40621"}],"wp:term":[{"taxonomy":"topic","embeddable":true,"href":"https:\/\/www.trintech.com\/wp-json\/wp\/v2\/topic?post=40621"},{"taxonomy":"product","embeddable":true,"href":"https:\/\/www.trintech.com\/wp-json\/wp\/v2\/product?post=40621"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}