Case Study: Trintech achieves faster, more accurate financial close and reporting with Planful

Trintech Speeds the Close and Boosts Morale with Planful

Trintech, a cloud-based software company known for automating account reconciliation and financial close processes, needed a better way to manage its own finance operations. Its existing reporting tool was ill-suited for the job, slowing down reporting and forcing the finance team to repeatedly reconcile numbers to ensure accuracy and trust in the data.

Trintech moved to Planful to streamline financial performance management, accelerate close, planning, and reporting, and modernize how the team used Excel. With Planful, Trintech reduced friction in its finance processes and improved confidence in reporting, helping the company speed the close and boost morale while supporting a smoother end-to-end financial workflow.

Trintech

Josh Ezagui

Vice President of Finance