Case Study: UNIFY Financial Credit Union achieves automated reconciliations and faster audits with SkyStem ART

UNIFY FCU Team Automates to Keep Up with Growth

UNIFY Financial Credit Union faced growing challenges managing account reconciliations as the organization expanded, relying on manual Excel checklists, paper files, and email-based workflows that made tracking, accountability, and review difficult. To modernize the process, UNIFY selected SkyStem’s ART, an automated reconciliation and month-end close solution that fit its needs for greater control, real-time visibility, and audit readiness.

SkyStem implemented ART in just 8 hours, with personalized training and minimal disruption, enabling UNIFY to automate reconciliations and centralize work in a cloud-based repository. The results included improved workflow management, easier auditor access, faster reviews, and far fewer rejected reconciliations, with the team able to review reconciliations from anywhere and meet audit deadlines more easily.

UNIFY Financial Credit Union

Hugo S

VP Controller