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Financial Close Management

Trintech, Inc.

Microsoft Dynamics 365 integrated solution to improve the financial close and reconciliations

Powerful together: MS Dynamics and Adra. Microsoft Dynamics plays an essential role in management daily operations, from customer management to serving as the system of record for all financial activities. Adra provides simple but powerful tools for improving the financial close; delivering greater efficiency, visibility, and control.

Adra was purpose built to help mid-market companies confidently deliver financials through simplifying and automating, typically manual, month end processes. Coupled with the industry leading mid-enterprise ERP solution, Adra’s prebuilt Microsoft Dynamics integration provides years of integration expertise and depth in a concise package to give your team back time in their day while reducing the risk of reconciling against inaccurate/stale data. 


The Adra Suite of Solutions by Trintech delivers four components that work together to automate and streamline month end close work, improve accuracy and reduce risk, and better manage the detailed process of the financial close with Microsoft Dynamics 365. The suite compliments excel, PowerBI, and seamlessly integrates with Microsoft Dynamics 365, allowing you to close faster with confidence. 


Adra Balancer-Brings the speed, accuracy and control in your balance sheet reconciliation process. By automatically reconciling low-risk accounts, our solution lets your preparers focus on accounts receivable, accounts payable and other key accounts. Bank recs are now easily managed with end to end control and visibility through the close cycle. 

Adra Matcher-Begins the process of optimizing your financial close by replacing the time-consuming, repetitive task of transaction matching with automation. Matching transactions with bank statements, credit card statements and other financial or non-financial external sources happens in a fraction of the time that paper-based processes take. Your team can spend more time on the unmatched transactions exceptions, improving the accuracy and reliability of your close.

Adra Task Manage-Provides one workflow for all finance activities. Task Manager brings your team and its knowledge and wisdom together in one place. By centralizing detailed task lists and controls, everyone on the finance team knows what needs to be done every step of the way while eliminating bottlenecks.

Adra Analytics- Adra Analytics enables accounting management to continuously measure and improve the close process with flexible access to all reconciliation data over time. Adra Analytics data can be used natively in Adra or in combination with internal data sets to create company tailored actionable insights in a BI tool of choice (ie PowerBI, Excel).

Краткий обзор
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