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Cadency

by Trintech · Bank Reconciliation

AI-powered financial close platform for reconciliation, matching and SOX compliance.

Updated August 2026 · By the ERP Research Editorial Team · Independent and vendor-neutral.

Works with
SAPOracleNetSuiteMicrosoft Dynamics 365 FinanceMicrosoft Dynamics 365 Business CentralWorkday
Deployment
Cloud
Company size
Enterprise
Pricing
Quote-based
Founded
1987
Headquarters
Plano, Texas, United States

Overview

Cadency is Trintech's AI-powered financial close and account reconciliation platform, aimed at large enterprises and public companies managing complex, multi-entity close processes. It brings together balance sheet reconciliation, transaction matching, close task management, journal entry workflow, intercompany accounting and SOX-focused governance, risk and compliance (GRC) in a single platform, positioned to reduce reliance on spreadsheets during the record-to-report cycle.

The platform organizes reconciliation work around risk, prioritizing higher-risk accounts for review while automating standardized, lower-risk matches. Close task management gives finance teams dashboard-driven visibility into period-end progress and bottlenecks. Journal entries route through configurable approval chains with attached documentation, and the compliance module produces audit-ready eBinders with controlled access for internal and external auditors. Trintech reports vendor-side customer outcomes including a 90% reduction in the number of accounts requiring reconciliation, a 30% reduction in transaction-matching time, and a 75% reduction in journal-entry preparation and review time.

Cadency connects to ERPs through Trintech's own Boomi-based connectors, with certified integrations for SAP (ECC6, SAP 4.7 and S/4HANA), Oracle (ERP Cloud/Fusion and E-Business Suite), NetSuite, Workday and Microsoft Dynamics (365 Finance and Business Central), syncing GL balances, journal entries and subledger data bidirectionally. Trintech, founded in 1987 and headquartered in Plano, Texas, is majority-owned by Summit Partners with Vista Equity Partners retaining a minority stake.

Screenshots & demo

Screenshots sourced from Trintech.

Features & capabilities

Account Reconciliation

Risk-based balance sheet reconciliation across entities.

  • Risk-based reconciliation prioritization
  • Automated balance sheet reconciliations
  • Exception flagging and notifications
  • Standardized reconciliation templates and global policies
  • Real-time reconciliation status dashboards
  • AI-suggested resolution actions

Transaction Matching

High-volume automated matching with exception handling.

  • Automated high-volume transaction matching
  • Data standardization and enrichment
  • AI-assisted matching rules
  • Exception management workflow
  • Configurable matching rule sets

Close Task Management

Dashboard-driven orchestration of period-end close activities.

  • Close task orchestration dashboards
  • Bottleneck identification and progress tracking
  • Task assignment and workflow routing
  • Close calendar scheduling
  • Real-time close status visibility

Journal Entry Management

Configurable end-to-end journal entry workflow.

  • End-to-end journal entry workflow
  • Configurable routing and approval controls
  • Supporting documentation attachment
  • Real-time journal entry status visibility

Governance, Risk & Compliance

SOX task management and audit-ready compliance records.

  • SOX task management
  • Audit-ready eBinders
  • Centralized compliance record keeping
  • Controlled internal and external auditor access
  • Control definition and mapping across frameworks
  • Issue tracking and remediation assignment

Intercompany Accounting

Reconciliation of intercompany transactions across entities.

  • Intercompany transaction comparison and reconciliation
  • Streamlined intercompany workflows

Common use cases

  • Automating balance sheet reconciliations across hundreds of entities for a large multinational
  • Standardizing high-volume transaction matching from banks, ERPs and subledgers
  • Managing period-end close tasks with dashboard visibility to spot bottlenecks before close deadlines
  • Building SOX-compliant, audit-ready eBinders for internal and external auditors
  • Automating intercompany transaction reconciliation across multiple entities and currencies
  • Extracting account balances directly from SAP, Oracle, NetSuite, Workday or Dynamics ERPs and posting approved journal entries back
  • Consolidating financial close and compliance workflows for public companies with complex multi-entity structures

Strengths & considerations

Strengths

  • Certified ERP connectors (Trintech's own Boomi-based integrations) for SAP, Oracle, NetSuite, Workday and Microsoft Dynamics
  • Purpose-built for large, complex enterprises managing high entity counts and transaction volumes; Trintech cites a customer running 93 entities across 53 countries
  • Combines reconciliation, matching, close task management, journal entry and SOX compliance in one platform rather than separate point solutions
  • Vendor-reported customer outcomes: 90% reduction in accounts requiring reconciliation, 30% reduction in transaction-matching time, 75% reduction in journal-entry preparation and review time

ERP integrations

Prebuilt connector (Trintech Boomi Connector)Bi-directionalSAP-certified; included in the SAP S/4HANA EX Program, certified for S/4HANA On-Premise, HANA Enterprise Cloud and HANA Cloud Private Edition

Syncs GL, AP, AR, Asset Accounting and Controlling data; supports SAP ECC6, SAP 4.7 and S/4HANA

Prebuilt connector (Trintech Boomi Connector)Bi-directionalOracle-certified

Supports Oracle ERP Cloud (Fusion) and Oracle E-Business Suite; syncs GL balances, journal entries and subledger/transaction data

Prebuilt connectorBi-directionalNetSuite-certified connector

Extracts account balances and status updates in real time and posts approved journal entries back to NetSuite ledgers

Prebuilt connector (Trintech Boomi Connector)Bi-directionalMicrosoft-certified connector

Two-way sync of reconciliation data, journal entries and close tasks, with real-time or scheduled sync options

Prebuilt connector (Trintech Boomi Connector)Bi-directionalMicrosoft Dynamics-certified solution
Prebuilt connector (Advanced Reconciliation for Workday Financials)Bi-directionalWorkday-certified integration

Routes journals back into Workday and tracks approvals in live dashboards

Pricing

Model
Quote-based
Free trial
No

Pricing is not published; Cadency is sold via direct enterprise sales, typically priced by modules selected, user count and transaction/entity volume. Get an independent shortlist with pricing guidance below.

Technical & security

Hosting
Cloud (SaaS)
Compliance
SOC 1 Type 2, SOC 2 Type 2, ISO/IEC 27001:2022, CSA STAR Level 2, TX-RAMP Level 2

About the vendor

Founded
1987
Headquarters
Plano, Texas, United States
Employees
~650
Ownership
Private (majority stake held by Summit Partners; Vista Equity Partners retains a minority interest)
Notable customers
Boston Scientific, Costa Coffee, H&R Block, LKQ

Alternatives to Cadency in Bank Reconciliation

Cadency — frequently asked questions

Does Cadency integrate with SAP?

Yes. Cadency uses a SAP-certified connector that syncs GL, AP, AR, Asset Accounting and Controlling data bidirectionally, supporting SAP ECC6, SAP 4.7 and S/4HANA, including HANA Enterprise Cloud and HANA Cloud Private Edition.

What ERPs does Cadency connect to?

Trintech provides prebuilt, certified connectors for SAP, Oracle (ERP Cloud/Fusion and E-Business Suite), NetSuite, Workday, and Microsoft Dynamics 365 Finance and Business Central.

Who is Cadency built for?

Cadency targets large, complex enterprises and public companies managing financial close and SOX compliance across many entities and countries; Trintech cites a customer operating 93 entities across 53 countries.

Does Cadency support SOX compliance?

Yes. Cadency includes governance, risk and compliance capabilities such as SOX task management, audit-ready eBinders, control mapping across frameworks, and controlled access for internal and external auditors.

How is Cadency priced?

Trintech does not publish pricing. Cadency is quote-based and sold via direct sales, typically priced by modules selected, user count and transaction/entity volume.

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