How Trivium Reconciles Banks 81% without Human Intervention

50% faster

month-end close

81% reconciliations

complete with no human intervention

95% less

review time

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

- Sharad Singh, CEO of Trivium

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IN ARTICLE:

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.

THE CHALLENGE

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

"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"

THE SOLUTION

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

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

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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

THE RESULT

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