{"id":49282,"date":"2026-01-23T18:45:52","date_gmt":"2026-01-23T18:45:52","guid":{"rendered":"https:\/\/www.trintech.com\/?post_type=case-study&#038;p=49282"},"modified":"2026-01-23T18:45:54","modified_gmt":"2026-01-23T18:45:54","slug":"kpmg-qa","status":"publish","type":"case-study","link":"https:\/\/www.trintech.com\/case-study\/kpmg-qa\/","title":{"rendered":"A Conversation with KPMG: Driving Speed to Value and Process Transformation through Strategic Automation Implementations with Trintech"},"content":{"rendered":"<div  class=\"resource-hero-block alignfull\" >\n\t<div class=\"maybe-wrapper\">\n        <div class=\"hero-top\">\n            <div class=\"hero-title\">\n                <h1>A Conversation with KPMG: Driving Speed to Value and Process Transformation through Strategic Automation Implementations with Trintech<\/h1>\n                <p class=\"type\">Case Study<\/p>\n                            <\/div>\n            <div class=\"hero-share\">\n                <h2>Share<\/h2>\n                <div class=\"socials\">\n  <a class=\"email\" href=\"mailto:?subject=A+Conversation+with+KPMG%3A+Driving+Speed+to+Value+and+Process+Transformation+through+Strategic+Automation+Implementations+with+Trintech&#038;body=https%3A%2F%2Fwww.trintech.com%2Fcase-study%2Fkpmg-qa%2F\">\n    <span class=\"screen-reader-text\">Email<\/span><span class=\"icon icon-mail\"><\/span>\n  <\/a>\n  <a href=\"https:\/\/twitter.com\/intent\/tweet?url=https%3A%2F%2Fwww.trintech.com%2Fcase-study%2Fkpmg-qa%2F\" target=\"_blank\"><span class=\"screen-reader-text\">Twitter<\/span><span class=\"icon icon-x\"><\/span><\/a>\n  <a href=\"https:\/\/www.facebook.com\/sharer.php?u=https%3A%2F%2Fwww.trintech.com%2Fcase-study%2Fkpmg-qa%2F\" target=\"_blank\"><span class=\"screen-reader-text\">Facebook<\/span><span class=\"icon icon-facebook\"><\/span><\/a>\n  <a href=\"https:\/\/www.linkedin.com\/sharing\/share-offsite\/?url=https%3A%2F%2Fwww.trintech.com%2Fcase-study%2Fkpmg-qa%2F\" target=\"_blank\"><span class=\"screen-reader-text\">Linkedin<\/span><span class=\"icon icon-linkedin\"><\/span><\/a>\n<\/div>            <\/div>\n        <\/div>\n\n        \n\t<\/div>\n<\/div>\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\">\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<div class=\"embed-wrapper\"><iframe loading=\"lazy\" title=\"How Trintech and KPMG Accelerate Finance Transformation\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/UygPoOJ_EiU?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/div>\n<\/div><\/figure>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow\">\n<p><em><em><em><em><em><em><em><em>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.<\/em><\/em><\/em><\/em><\/em><\/em><\/em><\/em><\/p>\n<\/div>\n<\/div>\n\n\n\n<h2 class=\"wp-block-heading has-text-align-left has-blue-color has-text-color has-link-color wp-elements-64460a4f2c7a67899765d72f2817956e\"><strong>Partner Perspective: Helping Clients Modernize Finance with the Right Foundation<\/strong><\/h2>\n\n\n\n<p><strong>Q: <strong><strong><strong>Brendan, can you introduce yourself and describe your role at KPMG?<\/strong><\/strong><\/strong><\/strong><\/p>\n\n\n\n<p><strong>A:<\/strong> My name is Brendan Lee, and I\u2019m a Manager at KPMG. I\u2019ve been with the firm for about five years, spending most of my time focused on the <strong>Advisory space<\/strong>. Our work typically includes <strong>implementations, health checks, process optimization<\/strong>, and increasingly <strong>managed services<\/strong>, which has become a major focus as clients look for sustainable, long-term value.<\/p>\n\n\n\n<h2 class=\"wp-block-heading has-text-align-left has-blue-color has-text-color has-link-color wp-elements-bca4f419aa8753a764dabbe63d6d7d86\"><strong><strong><strong>KPMG\u2019s Implementation Philosophy: \u201cMeasure Three Times, Then Execute\u201d<\/strong><\/strong><\/strong><\/h2>\n\n\n\n<p><strong>Q: <strong><strong><strong>KPMG\u2019s Implementation Philosophy: \u201cMeasure Three Times, Then Execute\u201d<\/strong><\/strong><\/strong><\/strong><\/p>\n\n\n\n<p><strong>A:<\/strong> At KPMG, we use what we call the <strong>Powered Methodology<\/strong>. It starts with <em>Vision and Validate<\/em>, where we spend significant time upfront designing the right solution. One of our core mottos is <strong>\u201cmeasure three times, then execute.\u201d<\/strong> We focus on thoroughly documenting requirements before moving into build and deploy. Once live, we provide care to <strong>ensure strong user adoption and long-term success<\/strong>.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong><strong>Deployment Strategy: No One-Size-Fits-All Approach<\/strong><\/strong><\/h2>\n\n\n\n<p><strong>Q: <strong><strong>What guidance do you give clients on deployment strategy?<\/strong><\/strong><\/strong><\/p>\n\n\n\n<p><strong>A:<\/strong> Deployment planning is critical\u2014and it\u2019s different for every organization. Some clients consider a \u201cbig bang\u201d approach, rolling out all modules at once. But more often, we recommend a <strong>phased approach<\/strong>. A common path is starting with optimizing the close process to achieve faster speed to value, then layering in other modules based on business needs. For global organizations, we may phase by region\u2014often starting in the U.S. to establish a global design before expanding.<\/p>\n\n\n\n<h2 class=\"wp-block-heading has-text-align-left has-blue-color has-text-color has-link-color wp-elements-bff8d3225cbd57bcf770ee868538bd12\"><strong><strong><strong><strong>Getting the Most from Transaction Matching &amp; Reconciliation<\/strong><\/strong><\/strong><\/strong><\/h2>\n\n\n\n<p><strong>Q: <strong><strong>What are common best practices you see for optimizing transaction matching and reconciliation processes using Trintech?<\/strong><\/strong><\/strong><\/p>\n\n\n\n<p><strong>A:<\/strong> For transaction matching, <strong>data readiness is everything<\/strong>. Standardizing data formats and minimizing custom import definitions allows clients to:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Reduce complexity<\/li>\n\n\n\n<li>Build fewer, more effective match rules<\/li>\n\n\n\n<li>Achieve higher automation rates<\/li>\n<\/ul>\n\n\n\n<p>This approach significantly improves efficiency and control. For reconciliations, we often recommend a <strong>minimum viable product<\/strong> approach\u2014bringing in general ledger balances and a few key subledgers first, such as AP or fixed assets. That allows clients to realize auto-reconciliation benefits quickly, then optimize over time by adding more data and templates.<\/p>\n\n\n\n<h2 class=\"wp-block-heading has-text-align-left has-blue-color has-text-color has-link-color wp-elements-a3ffe0ea6139a011b1da78876eeab280\"><strong><strong>Why Trintech + KPMG: A Unique Big Four Partnership<\/strong><\/strong><\/h2>\n\n\n\n<p><strong>Q: <strong><strong>What differentiates Trintech as a technology partner from KPMG\u2019s perspective?<\/strong><\/strong><\/strong><\/p>\n\n\n\n<p><strong>A:<\/strong> Trintech is unique\u2014especially in its <strong>longstanding relationship with KPMG<\/strong>.<\/p>\n\n\n\n<p>Trintech makes the right people available\u2014from product experts to support teams\u2014so issues are resolved quickly, especially during implementation when questions are more frequent. Their <strong>support model<\/strong> is also strong: ticketing, escalation paths, regular issue reviews, and the ability to pull in senior resources when projects are complex. And the <strong>idea portal<\/strong> gives customers a real voice in shaping the roadmap.<\/p>\n\n\n\n<h2 class=\"wp-block-heading has-text-align-left\"><strong><strong><strong>Beyond Technology: Improving Processes, Not Just Systems<\/strong><\/strong><\/strong><\/h2>\n\n\n\n<p><strong>Q: <strong><strong><strong><strong>Why is having a partner important during a financial transformation project?<\/strong><\/strong><\/strong><\/strong><\/strong><\/p>\n\n\n\n<p><strong>A:<\/strong> A partner helps ensure the project isn\u2019t treated as just a technology deployment. If you put a <strong>bad process into great technology<\/strong>, you\u2019ll still get a bad result. Our role is to help clients improve processes <em>at the same time<\/em> they\u2019re implementing Trintech\u2014bringing in KPMG\u2019s process, controls, and transformation expertise to modernize the finance function holistically.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong><strong>Advising Clients: Start with the \u201cWhy\u201d<\/strong><\/strong><\/h2>\n\n\n\n<p><strong>Q: <strong><strong><strong>What advice do you give organizations starting their financial transformation journey?<\/strong><\/strong><\/strong><\/strong><\/p>\n\n\n\n<p><strong>A:<\/strong> It always comes back to <strong>planning upfront<\/strong> and understanding the primary driver for change.<\/p>\n\n\n\n<p>Some clients need <strong>Journal Entry automation immediately<\/strong> due to regulatory requirements or an IPO. Others are focused on improving close efficiency. There\u2019s no wrong answer\u2014but the implementation sequence should align with the business objective. Once that\u2019s clear, we design the path that delivers the fastest speed to value while allowing room to optimize over time.<\/p>\n\n\n\n<h2 class=\"wp-block-heading has-text-align-left has-blue-color has-text-color has-link-color wp-elements-7866f4295a7f5c2076a95791b81d5d88\"><strong><strong><strong><strong>Biggest ROI Opportunity: Transaction Matching Automation<\/strong><\/strong><\/strong><\/strong><\/h2>\n\n\n\n<p><strong>Q: <strong>Where do clients typically see the largest time savings?<\/strong><\/strong><\/p>\n\n\n\n<p><strong>A:<\/strong> Without question, the <strong>automated transaction matching<\/strong> delivers some of the most immediate and measurable ROI.<\/p>\n\n\n\n<p>While all Trintech modules improve controls and efficiency, transaction matching automation can save <strong>hours every week<\/strong>. As AI continues to evolve, that answer may change\u2014but today, transaction matching automation consistently delivers outsized value.<\/p>\n\n\n\n<h2 class=\"wp-block-heading has-text-align-left has-blue-color has-text-color has-link-color wp-elements-abe8eaa8884bac8536b6c52f83c9ec27\"><strong>Looking Ahead<\/strong><\/h2>\n\n\n\n<p class=\"has-text-align-left\">Through a combination of strong upfront planning, phased deployment, and deep collaboration, <strong>KPMG and Trintech help clients achieve faster results while building a foundation for long-term finance transformation<\/strong>.<\/p>\n\n\n<div  class=\"banner-block alignfull is-style-small  \">\n     <div class=\"maybe-wrapper\">\n          <div class=\"main-banner has-violet-background-color\">\n               <div>\n                                        <h2>See Trintech in Action<\/h2>\n                                        <p>Seeing is Believing, Discover why Trintech is the real leader in financial close automation.<\/p>\n               <\/div>\n                              <a href=\"https:\/\/www.trintech.com\/book-a-demo\/\" target=\"_blank\" class=\"cta\">Book a Demo<\/a>\n                         <\/div>\n               <\/div>\n<\/div>\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<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 Clients Modernize Finance with the Right Foundation Q: Brendan, can you introduce yourself and describe your role at KPMG? A: My name is Brendan Lee, and I\u2019m a Manager at KPMG. I\u2019ve been with the firm for about five years, spending most of my time focused on the Advisory space. Our work typically includes implementations, health checks, process optimization, and increasingly managed services, which has become a major focus as clients look for sustainable, long-term value. KPMG\u2019s Implementation &hellip;<\/p>\n","protected":false},"featured_media":49284,"template":"","topic":[66,64,71,67,76,68],"product":[],"class_list":["post-49282","case-study","type-case-study","status-publish","has-post-thumbnail","hentry","topic-controls-compliance","topic-financial-close","topic-improve-visibility","topic-increase-efficiency-effectiveness","topic-standardizing-processes","topic-transaction-matching"],"acf":[],"lang":"en","translations":{"en":49282},"pll_sync_post":[],"_links":{"self":[{"href":"https:\/\/www.trintech.com\/wp-json\/wp\/v2\/case-study\/49282","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\/49282\/revisions"}],"predecessor-version":[{"id":49285,"href":"https:\/\/www.trintech.com\/wp-json\/wp\/v2\/case-study\/49282\/revisions\/49285"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.trintech.com\/wp-json\/wp\/v2\/media\/49284"}],"wp:attachment":[{"href":"https:\/\/www.trintech.com\/wp-json\/wp\/v2\/media?parent=49282"}],"wp:term":[{"taxonomy":"topic","embeddable":true,"href":"https:\/\/www.trintech.com\/wp-json\/wp\/v2\/topic?post=49282"},{"taxonomy":"product","embeddable":true,"href":"https:\/\/www.trintech.com\/wp-json\/wp\/v2\/product?post=49282"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}