Case Study: Lookout Credit Union achieves faster financial close and 25% higher matching rates with Trintech's Adra

Lookout Credit Union Improves Matching Process and Decreases Financial Close Time with Adra by Trintech

Lookout Credit Union, a $245 million asset not‑for‑profit in Southeastern Idaho serving over 31,000 members, was struggling with slow, manual bank reconciliations after several mergers. Accountants regularly spent two to three weeks on reconciliations, faced low transaction matching rates and had limited visibility into the financial close, so the team looked for an automated solution to improve efficiency and oversight.

After migrating from Adra Accounts to Adra Matcher and adopting Task Manager, Lookout cut reconciliation time from weeks to a few days, increased matching rates by 25%, and gained end‑to‑end visibility and task tracking across the close. The automation improved accuracy, reduced close time and costs, and created a scalable foundation to expand reconciliations and streamline workflows as the credit union grows.

Lookout Credit Union

Rob Palacios

Accounting Manager