Case Study
H&R Block Effectively Reconciles Over a Million Transactions Monthly with Trintech and Workday
Trintech helped H&R Block address limitations of Workday’s account certification module by providing a robust reconciliation platform with enhanced visibility, reporting, and timeliness features. The solution offered advanced high-volume transaction matching capabilities, which improved accuracy and efficiency in their reconciliation processes. By replacing their previous system, Trintech enabled H&R Block to gain better oversight, streamline workflows, and meet their reporting needs more effectively, supporting their goal for more comprehensive and transparent financial management.