Case Study: Genesis Systems achieves a faster, more accurate month-end close with Trintech's Adra

Gaining Full Oversight and Control Over the Financial Close Process

Genesis Systems, a global factory-automation company with entities in the U.S., Mexico and Japan, faced growing complexity after its acquisition by IPG Photonics and the need to meet public-company reporting and SOX requirements. Its month-end close relied on manual Excel spreadsheets and Outlook, which produced inconsistent processes, limited visibility and control, and long onboarding times—especially with turnover and multiple languages.

Genesis implemented Adra Balancer and Task Manager, going live within days to gain real-time dashboards, automated task notifications, centralized documentation and multi-language support. The solution eliminated routine status meetings, saved nearly two weeks of annual staff time, improved morale and productivity, streamlined Japan onboarding, and enabled efficient remote month-end close management.

Genesis Systems

Diane Foss

Director of Finance