Case Study: AmeriCU Credit Union achieves a 6-day month-end close with Adra by Trintech

AmeriCU Shortens Month-End Close to 6 Days by Automating with Trintech

AmeriCU, a not‑for‑profit credit union serving 24 New York counties with more than 160,000 members and $2.7B in assets, faced a disorganized, decentralized month‑end reconciliation process that relied on manual spreadsheets, lacked supporting documentation, and wasn’t consistently enforced—leaving teams overwhelmed and audits stressful.

AmeriCU implemented Adra by Trintech to centralize reconciliations, store supporting documents, and enable streamlined preparer/approver workflows (including rejects and comments) with intuitive dashboards and real‑time status tracking. The solution was easy to implement and affordable, and it shortened the month‑end close to six days, improved audit readiness, and delivered clearer oversight and faster, more consistent reconciliations.

AmeriCU Credit Union

Stephanie Smith

Accounting Manager