Beyond the Ledger: Bringing AI-Powered Automation and Control to the Close
June 30 – 3pm BST / 4pm CEST / 10am ET (30 min)
Join Unit4 and Trintech for a practical session exploring how finance teams running Unit4 Financials by Coda are modernizing the financial close with Trintech Adra.
Unit4 Financials by Coda provides finance teams with a unified ledger and trusted financial foundation. But across most organizations, critical close activities still rely on manual reconciliation work spanning banking platforms, payroll systems, payment providers, spreadsheets, and operational systems outside the ERP.
The result is often slower close cycles, limited visibility into progress, and reconciliation issues discovered too late in the process.
In this session, you’ll see how organizations are using Trintech Adra alongside Unit4 Financials by Coda to automate reconciliation processes, strengthen controls, and improve visibility across the close, without adding unnecessary complexity.
You'll see:
- Automated Transaction Matching: How finance teams reconcile high-volume transactions faster across banking, payment, billing, and operational systems connected to Unit4 Financials by Coda, reducing manual effort and accelerating exception handling.
- Streamlined Balance Sheet Reconciliations: How teams move from spreadsheet-driven reconciliation processes to standardized, controlled workflows with clearer ownership, audit trails, and real-time status visibility.
- Controlled Journal Entry Management: How finance organizations standardize journal preparation and approval processes with embedded governance and better collaboration across the close cycle.
By the end of the session, you’ll be able to:
- Understand how finance teams are reducing manual reconciliation work and improving close efficiency with Trintech Adra
- Benchmark what a more controlled and scalable close process looks like across multiple financial and operational systems
- See how Trintech Adra complements Unit4 Financials by Coda by extending visibility and control beyond the ERP
Designed for Financial Directors, Financial Controllers, Finance Managers, and senior finance leaders looking to improve control, efficiency, and visibility across the financial close process.
1 Speaker
Name Lastname
Function and companyname
Function and companyname
The Challenge
STANLEY Security, a division of Stanley Black & Decker, offers innovative solutions for safety and fire protection. Growing rapidly in Sweden, the company needed greater visibility into its business operations to make accurate and fast business decisions.
- Professional Services
- 30 locations
- 800 employees
- Based in Sweden
How Did Unit4 Help?
- Broad capabilities and new processes led to fewer systems needed to manage finance
- Centralized reporting for project visibility
- More comprehensive project reporting for better decision-makingn
- One system for time registration and transactions for follow-up, invoicing and salaries
- Mobile time sheets for field staff
- Easy upgrading for cost-efficiency
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Engaging CTAMeet Greg Beaumont: Director of Sales, North America Public Sector
Experienced director of public sector sales with a demonstrated history of working in the computer software industry. Skilled in Business Process, Coaching, Enterprise Software, Sales, and Software Implementation. Strong sales professional with a Post Baccalaureate Diploma in Management focused in Local Government Management from University of Victoria.
 Nathan Cox Sales Director, Unit4 Financials by Coda |
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 David van Stolk Director of Partnerships, Trintech |
Name Lastname
Function and companyname
Name Lastname
Function and companyname
Name Lastname
Function and companyname
Name Lastname
Function and companyname
Name Lastname
Function and companyname
Name Lastname
Function and companyname
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Experienced director of public sector sales with a demonstrated history of working in the computer software industry. Skilled in Business Process, Coaching, Enterprise Software, Sales, and Software Implementation. Strong sales professional with a Post Baccalaureate Diploma in Management focused in Local Government Management from University of Victoria.
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The Challenge
STANLEY Security, a division of Stanley Black & Decker, offers innovative solutions for safety and fire protection. Growing rapidly in Sweden, the company needed greater visibility into its business operations to make accurate and fast business decisions.
- Professional Services
- 30 locations
- 800 employees
- Based in Sweden
How Did Unit4 Help?
- Broad capabilities and new processes led to fewer systems needed to manage finance
- Centralized reporting for project visibility
- More comprehensive project reporting for better decision-makingn
- One system for time registration and transactions for follow-up, invoicing and salaries
- Mobile time sheets for field staff
- Easy upgrading for cost-efficiency
This is element is called Quote. Lorem ipsum dolor sit amet, consectetur adipisicing elit. Molestias officia iste nemo nobis inventore veritatis earum error, voluptatibus voluptatum eius ipsa, repellen voluptatum eius ipsa, repellen.
Name
Title
Download now
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This is an example of general body text. You can make the text in this element center aligned if you so choose, remember to not use center aligned text for longer pieces of text as this makes it harder to read. You can also change the background color of this element to make it stand out more!
Experienced director of public sector sales with a demonstrated history of working in the computer software industry. Skilled in Business Process, Coaching, Enterprise Software, Sales, and Software Implementation. Strong sales professional with a Post Baccalaureate Diploma in Management focused in Local Government Management from University of Victoria.
Want to learn more?
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Successful track record in Canadian government
Helping Canadian government organizations transform since 1999.
Unit4 focus on education
Respond faster to change, improve institutional effectiveness, and increase the value delivered to students and communities.
Perfect partner for school boards
Free your back-office support staff and faculty to do more of what matters: achieving the best in education.
Our Team
Reginald SaulnierServices Engagement Manager
Greg BeaumontDirector Sales Canada - Public Sector
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Successful track record in Canadian government
Helping Canadian government organizations transform since 1999.
Public Sector Industry Model
Unit4 helps public sector organizations boost productivity, reduce costs, effectively plan for the future and improve citizen value.
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Enterprise Resource Planning
Explore how Unit4 can help elevate your organization with an ERP that's right for you, learn more about our ERP solution.
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Discover the architecture that underpins Unit4 ERP, to empower operational agility and robust business intelligence and reporting.
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Discover our global accounting system designed for organizations that face constant internal and external demands for change.
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Explore our full procurement system to support, automate, and standardize all phases of your organization’s purchasing cycle.
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The Challenge
STANLEY Security, a division of Stanley Black & Decker, offers innovative solutions for safety and fire protection. Growing rapidly in Sweden, the company needed greater visibility into its business operations to make accurate and fast business decisions.
- Professional Services
- 30 locations
- 800 employees
- Based in Sweden
How Did Unit4 Help?
- Broad capabilities and new processes led to fewer systems needed to manage finance
- Centralized reporting for project visibility
- More comprehensive project reporting for better decision-makingn
- One system for time registration and transactions for follow-up, invoicing and salaries
- Mobile time sheets for field staff
- Easy upgrading for cost-efficiency
This is element is called Quote. Lorem ipsum dolor sit amet, consectetur adipisicing elit. Molestias officia iste nemo nobis inventore veritatis earum error, voluptatibus voluptatum eius ipsa, repellen voluptatum eius ipsa, repellen.
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Download now
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Enterprise Resource Planning
Explore how Unit4 can help elevate your organization with an ERP that's right for you.
Operational Agility and Intelligence
Discover the architecture that underpins Unit4 ERP, to empower operational agility and robust business intelligence and reporting.
Financial Management
Discover our global accounting system designed for organizations that face constant internal and external demands for change.
Procurement Management
Explore our full procurement system to support, automate, and standardize all phases of your organization’s purchasing cycle.
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