{"id":47457,"date":"2025-11-20T22:20:14","date_gmt":"2025-11-20T22:20:14","guid":{"rendered":"https:\/\/www.trintech.com\/?p=47457"},"modified":"2025-11-20T22:20:16","modified_gmt":"2025-11-20T22:20:16","slug":"8-best-practices-to-accelerate-reconciliation-in-cadency-certification","status":"publish","type":"post","link":"https:\/\/www.trintech.com\/blog\/8-best-practices-to-accelerate-reconciliation-in-cadency-certification\/","title":{"rendered":"8 Best Practices to Accelerate Reconciliation in Cadency Certification"},"content":{"rendered":"
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8 Best Practices to Accelerate Reconciliation in Cadency Certification<\/h1>\n

Blog post<\/p>\n <\/div>\n

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In today\u2019s finance landscape, Cadency users sit at the center of digital transformation. But success in the platform isn\u2019t just about implementing automation\u2014it\u2019s about knowing how to configure, optimize, and govern it for maximum impact. <\/p>\n\n\n\n

Within Trintech\u2019s Cadency Certification<\/strong>, every configuration choice\u2014from subledger loads to Dynamic Account Maintenance\u2014affects the accuracy, control, and speed of your reconciliations. The following best practices are drawn directly from real Cadency implementations and user experiences<\/strong>, designed to help you unlock more value from your Certification module and accelerate every close cycle. <\/p>\n\n\n\n

1. Automate Subledger Loads to Accelerate Accuracy <\/h2>\n\n\n\n

\u201cTake the work out of the process.\u201d<\/strong> <\/p>\n\n\n\n

The first pillar of optimization is automation. By integrating Cadency with your ERP to pull subledger data from critical areas across your org such as Accounts Payable, Accounts Receivable, Fixed Assets, Payroll, and Inventory, you can automate the flow of data into Certification, ensuring timeliness and consistency across all accounts. <\/p>\n\n\n\n

Best Practice:<\/strong> 
Automate subledger loads and ETL processes through Trintech\u2019s Certified Connectors and Cadency DataFlow, to retrieve and reformat files into the required standard load format. These tools eliminate data entry errors and provide real-time updates of transactional activity. <\/p>\n\n\n\n

Expand your subledger scope:<\/strong> 
Consider not only ERP-based subledgers but also internal systems like cash pooling or lease management, and even external \u201csubledgers\u201d like merchant services, bank statements, or third-party payment platforms (e.g., PayPal, investment accounts, or delivery services). Cadency can bring in data from any source, allowing businesses to take control of their data and transaction reconciliations regardless of source or process. <\/p>\n\n\n\n

The impact:<\/strong> 
Organizations that automate subledger loads transition from quarterly to monthly reconciliations, eliminating manual rework and surfacing issues earlier in the cycle \u2014 reducing both effort and risk. <\/p>\n\n\n\n

2. Optimize Auto and Bulk Reconciliations for Scale <\/h2>\n\n\n\n

Build intelligence into the reconciliation logic.<\/strong> <\/p>\n\n\n\n

The Auto Reconciliation and Bulk Reconciliation functions in Cadency are essential for scalability. These features, when configured properly, can eliminate more than 70% of manual reconciliation work, freeing teams to focus on exceptions and higher-value analysis. <\/p>\n\n\n\n

Key configuration strategies:<\/strong> <\/p>\n\n\n\n