Adra by Trintech Reviews & Product Details - Page 25

Reconciliation Review Process - good documentation, easy to communicate with team, nice dashboard. Review collected by and hosted on G2.com.

It's difficult to research past reconciliations since all matched items are all in the same matched page from inception to current. You can filter down but that's it. Review collected by and hosted on G2.com.

Transparency of all the accounts that we reconcile. Reminders are sent out. The matcher feature to help some of our accounts shortened the recon time. The ability to send out old outstanding items as a reviewer. The dashboard shows what is complete and what's not. Efficiency during audit time with audit request list and it shows the audit items on the list on real time. Auditors can access the files and the list in a more efficient way and quicker. Review collected by and hosted on G2.com.

There are still some feature that are missing. For our dept. it is the auditor's access to all the reconciled accounts instead of just specific accounts. Cannot define a role for the auditors. Be able to attach a backup for multiple accounts in on one sweep. Can't delete previous comments. Review collected by and hosted on G2.com.

Great for reviewing and tracking work flows. I use it for balance sheet reconciliations and the task list manager for period end. It enables our team to be all on the same page without having to check in on each other, we can all see where we are regards work flow. Review collected by and hosted on G2.com.

In Balancer there are no calculations done in the prior period columns; it's too manual. Review collected by and hosted on G2.com.

I like best the option to set up your own rules of matching and to get the auto-matching to do the heavy lifting when reconciling. Review collected by and hosted on G2.com.

There are two issues that make using Adra a less than perfect experience:

1. When onboarding a new entity for which we perform reconciliations, there is a limited number of transactions that can be uploaded and it is a hassle to match with future transactions;

2. The biggest nuisance is that the comments we take time to write to make our future matchings easy get jumbled all the time - they get deleted, allocated to the wrong amounts and they cannot be trusted so it really defys the purpose. Review collected by and hosted on G2.com.

So easy, auto matching is fantastic. User friendly to operate. Review collected by and hosted on G2.com.

Import settings are particular and require some tweaking to get them to import occasionally. Review collected by and hosted on G2.com.

Adra makes the bank and account reconciliation in a very efficient way Review collected by and hosted on G2.com.

Not all features are available for users and need to be set up by consultants Review collected by and hosted on G2.com.

When we used spreadsheets for reconciliations, we had to go back and forth between multiple sheets which was confusing at times. With Adra all transactions (Accounting and bank) at one place with auto-matching facility , it makes life easy and focus only on un-reconciled items. it is improving efficiencies. Review collected by and hosted on G2.com.

No software is perfect. While we were moving from excel to Adra, While on-boarding few clinics on ADRA, if no. of open items exceed a specified limit, we were not able to on-board that clinic. Also for the on-boarded clinics, the comments that we give for un-reconciled items are observed to be getting jumbled. These are the only two difficult areas that we had so far. Review collected by and hosted on G2.com.

We initially looked into Adra to help streamline our month end. Once we made the decision, we implemented Task Manager in less than 3 days. We close 3 companies each month and have to get it done within 5 business days. We were tracking everything manually and found ourselves stepping on one another. When we used TM for our fist month end close, we saw an immediate improvement of the flow and could easily see what was done and not done. This eliminated the need to check in with everyone on a daily basis. For our third month end close we implemented Blancer. Both TM and Balancer are a game changer for us to track everything! The unforeseen benefit was on the 3rd party audits. We have a log in for our auditors and the SOX compliance and year end audits are much easier and quicker. It is easy to implement and easy to use. Review collected by and hosted on G2.com.

There isn't anything I dislike with the software. I just wish we would have known about it years ago. Review collected by and hosted on G2.com.

The interface is user-friendly and allows us to process bank reconciliations in a fraction of the time that it used to take. Review collected by and hosted on G2.com.

The Success Center is not very easy to navigate. Review collected by and hosted on G2.com.

The program is user-friendly, transparent, and provides the information I need to make quick assessments. Review collected by and hosted on G2.com.

It is difficult to determine changes from one upload to the next. We had an issue where March became unreconcilable and we could never figure out what happened. Everything went fine in April so perhaps it was just an isolated incident. Review collected by and hosted on G2.com.