Case Study: H&R Block Reconciles Over a Million Transactions Monthly with Trintech

H&R Block Effectively Reconciles Over a Million Transactions Monthly with Trintech and Workday

H&R Block faced challenges with manual processes, a lack of visibility, and high volumes of transactions in their account certification and reconciliation processes. They sought a robust solution with high-volume matching capabilities and seamless integrations, which led them to select Trintech's financial close solution to replace their previous Workday module.

The solution from Trintech integrated directly with Workday, streamlining reconciliations and enabling the automated matching of over a million transactions monthly during peak season. This implementation resulted in significantly increased efficiencies and improved reporting capabilities for H&R Block. The accounting team provided very positive feedback on the solution, and the company plans to expand its use of Trintech's functionalities in the future.

H&R Block

Ken Dunst

Director of Accounting