Case Study: UNIFY Financial Credit Union automates month-end close with SkyStem ART

UNIFY Financial Credit Union automates month-end close in 8 hours with SkyStem

UNIFY Financial Credit Union, a credit union headquartered in California, faced significant challenges with its manual account reconciliation process. This led to decreased accountability, unreliable tracking, and a cumbersome review process that hindered the accounting team's ability to keep up with the company's growth. To address this, UNIFY chose to implement ART, an automated reconciliation platform from vendor SkyStem.

SkyStem's solution, ART, provided a cloud-based central repository that eliminated paper files and manual checklists. The implementation was completed in just eight hours with minimal disruption. The results were measurable, greatly streamlining the workflow and particularly enhancing the audit process by allowing auditors to access any account's information instantly. The UNIFY team reported a dramatic improvement in efficiency and accountability since adopting SkyStem's platform.

UNIFY Financial Credit Union