Case Study: SelectQuote achieves complete visibility and control of reconciliations and the financial close with Adra by Trintech

SelectQuote Gains Complete Visibility and Control into Their Reconciliation and Financial Close with Adra® by Trintech

SelectQuote, a leading insurance comparison provider, faced a highly manual, decentralized financial close and reconciliation process built on spreadsheets. The lack of real-time visibility, a continuous documentation trail, and a heavy administrative burden on the Controller made month-end close inefficient and unsustainable.

SelectQuote implemented Adra by Trintech—using Balancer and Task Manager—integrated with NetSuite to centralize balances, tasks and documentation. With over 300 accounts and 200 tasks now managed in a single dashboard, the team gained real-time visibility, eliminated manual report downloads, saved time across the close cycle, and refocused staff on higher-value work while closing faster and with greater confidence.

SelectQuote

Pushkar Wazat

Senior Director of Finance Operations