First-Mover Advantage: How Trivium's Early Adoption of AI Accounting Cut Month-End Close Time in Half

Trivium, a comprehensive consulting firm specializing in finance, accounting, HR, tax and more, partnered with Puzzle to address key operational challenges in their accounting workflows that were slowing down their practice. Through this forward-thinking partnership, they've achieved significant improvements in reconciliation speed, data accuracy, and month-end closing efficiency.

Manual Processes, Time Lost

Before implementing Puzzle, Trivium faced three core challenges:

• Time-intensive bank reconciliations requiring up to two hours of manual comparison and system checks
• Incomplete transaction data necessitating frequent client follow-ups
• Unreliable third-party tools creating operational inefficiencies
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"We all know how important and painful bank reconciliations can be. Broken feeds, unreliable data, duplicate transactions are common while clients understanding and paying for this extra time is very uncommon," explains Sharad Singh, CEO of Trivium.

Leveraging Modern Accounting Workflows

After some exploration, Trivium implemented Puzzle's general ledger solution to address these operational inefficiencies.‍

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"Puzzle's dedication to the accounting industry, and their responsiveness to our feedback made us want to take a chance," notes Singh.

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They were particularly drawn to Puzzle's focus on:

• Automations that could save time on routine accounting tasks
• Native integrations that could provide reliable transaction metadata
• Client collaboration tools built directly into the workflow

Measured Improvements

• Faster Reconciliations: Workflows for bank reconciliations reduced from 2 hours to 5 minutes, contributing to 50% faster month-end close times
• Automations with Accuracy: 81% of reconciliations now completed without human intervention, while maintaining complete accuracy
• Improved Client Communication: "Puzzle saved time and days by removing the need to ask the client to review categorizations, help us understand what was missing, and then make those corrections in the accounting software," shares Singh
• Centralized Financial Data & Reliability: Complete transaction metadata including descriptions, memos, and wire details flowing automatically into their system without needing to switch between several tools
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Looking Ahead

Trivium continues to work with Puzzle to enhance their accounting operations. Their focus remains clear: use automation to handle routine tasks, enable their team to deliver higher-value services, and provide more timely insights to clients.

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Trivium's experience demonstrates that modernizing accounting workflows delivers tangible results. For firms looking to achieve similar results, Trivium's experience offers a clear roadmap.

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Learn more about Trivium and how they are changing what a firm can be at trivium.com