FROM ADRA BY TRINTECH TO REAL-TIME ACCOUNTING
Trintech has sold account reconciliation software for around 20 years. Its Adra platform was built for a monthly close: balances come in from the ERP and your team prepares each reconciliation. For years, that worked.
But the way teams close has changed. Volumes grow faster than finance teams, and the business expects numbers during the month. In this session, Will Briggs and Ben Robson show how real-time accounting works in practice, with AI agents preparing reconciliations as data lands.
You’ll see why real-time accounting is out of reach on Adra, and how teams plan the move to Stacks around their renewal while keeping last year’s evidence available for audit.
Free 45-minute live masterclass
Thursday, 26 November at 2pm GMT / 3pm CET
ABOUT THE MASTERCLASS
What you’ll learn
Why teams outgrow Trintech
Close management tools like Adra organised the close around a checklist and a place to store each reconciliation. Your team still does the work, so every new entity or bank account adds more of it, and most of it waits for month-end. When a team grows past Adra, Trintech’s larger product, Cadency, is a separate platform, so moving up means a new implementation.
Why real-time accounting is out of reach on Trintech
In real-time accounting, each task runs as its data lands in the ERP. Bank and intercompany reconciliations happen every day, accruals and balance sheet reconciliations are ready for review on any day, and month-end becomes a review. Adra can’t get you there, for three reasons:
Adra Balancer reconciles closing balances at period end, so problems in the transactions behind a balance surface at month-end.
Adra organises the work and your team prepares it: supporting schedules and journals are still built in spreadsheets and attached as evidence.
Adra Matcher automates only the transactions that fit the rules your team writes, so every new pattern waits for someone to update a rule.
Questions we’ll answer
01
How agents prepare bank matching and balance sheet reconciliations, and why the same input always gives the same result
02
How to keep last year’s reconciliation evidence available for your auditors after the move
03
A switch plan built around your Adra renewal and notice period, from the first entity to the full rollout
What we will demo
Close organisation
The close calendar mid-month, with every task and owner in one view and the work agents have already prepared
Transactional accounting
Bank reconciliation and cash application, matched by agents as transactions land, with the reason for each match
Agents
Accruals, fixed assets and other close work, drafted from your data with evidence on every line and ready for review
AGENDA
The Agenda
Why teams outgrow Trintech
Will covers where the work goes as entities and volumes grow, with reconciliations prepared in spreadsheets and matching rules maintained by hand, and why that keeps teams in a month-end batch.
Real-time accounting with AI agents
Ben shows what real-time accounting looks like in practice: which reconciliation work agents prepare as data lands, and where your team reviews and signs off.
Live demo
Close organisation, bank reconciliation and cash application, and agents for accruals and fixed assets, running in Stacks.
Live Q&A with Ben and Will
Bring your questions on migration and on the role of AI agents in your close.
Save your seat
Who This Is For
Accountants, financial controllers, heads of accounting and finance systems leads who reconcile in Adra by Trintech (Balancer, Matcher or Task Manager) and see the work around it grow with every new entity or bank account. Teams with a Trintech renewal coming up will get the most from the session.
What You’ll Walk Away With
A clear view of what real-time accounting asks of your tools and which reconciliation work agents can prepare for your team, plus a switch plan you can map to your own Adra modules and renewal date.
HOSTS
Your hosts
Ben Robson
Product Operations at Stacks
Accountant with a background in financial control and systems accounting. Shows what real-time accounting looks like with Stacks agents and runs the live demo.
Will Briggs
GTM at Stacks
Spent five years helping software companies build products that integrate with ERPs before joining Stacks. Works with finance teams evaluating a move from Adra to Stacks. Explains why teams outgrow Trintech and covers how to plan the switch.
Save your seat
Join Ben and Will to see real-time accounting in practice and plan your move from Adra around your renewal.
