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How Trivium Completes 81% of Reconciliations 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
Upgrade your accounting from manual to modern
Trusted by thousands of accountants and founders
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IN ARTICLE:
The Challenge
Example H2
The Solution
Example H2
The Result
Example H2

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
‍

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"

‍

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

Read more

How Burkland cut 25% from month-end close with Puzzle

Why Decimal Migrated Hundreds of Clients to Puzzle's AI Native Ledger

How Cactus (YC X25) Unlocks End-To-End Financial Visibility With Puzzle

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