Avaliações e Detalhes do Produto de Adra by Trintech

Reconciliation Review Process - good documentation, easy to communicate with team, nice dashboard. Análise coletada por e hospedada no 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. Análise coletada por e hospedada no G2.com.

Transparência de todas as contas que reconciliamos. Lembretes são enviados. O recurso de correspondência para ajudar algumas de nossas contas reduziu o tempo de reconciliação. A capacidade de enviar itens antigos pendentes como revisor. O painel mostra o que está completo e o que não está. Eficiência durante o período de auditoria com a lista de solicitações de auditoria e mostra os itens de auditoria na lista em tempo real. Os auditores podem acessar os arquivos e a lista de uma maneira mais eficiente e rápida. Análise coletada por e hospedada no G2.com.

Ainda há alguns recursos que estão faltando. Para o nosso departamento, é o acesso do auditor a todas as contas reconciliadas em vez de apenas contas específicas. Não é possível definir um papel para os auditores. Ser capaz de anexar um backup para várias contas em uma única varredura. Não é possível excluir comentários anteriores. Análise coletada por e hospedada no 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. Análise coletada por e hospedada no G2.com.

In Balancer there are no calculations done in the prior period columns; it's too manual. Análise coletada por e hospedada no 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. Análise coletada por e hospedada no 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. Análise coletada por e hospedada no G2.com.

So easy, auto matching is fantastic. User friendly to operate. Análise coletada por e hospedada no G2.com.

Import settings are particular and require some tweaking to get them to import occasionally. Análise coletada por e hospedada no G2.com.

Adra makes the bank and account reconciliation in a very efficient way Análise coletada por e hospedada no G2.com.

Not all features are available for users and need to be set up by consultants Análise coletada por e hospedada no 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. Análise coletada por e hospedada no 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. Análise coletada por e hospedada no 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. Análise coletada por e hospedada no G2.com.

There isn't anything I dislike with the software. I just wish we would have known about it years ago. Análise coletada por e hospedada no 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. Análise coletada por e hospedada no G2.com.

The Success Center is not very easy to navigate. Análise coletada por e hospedada no G2.com.

The program is user-friendly, transparent, and provides the information I need to make quick assessments. Análise coletada por e hospedada no 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. Análise coletada por e hospedada no G2.com.