Perth Finance Leaders Breakfast
The Future of Financial Close: Automation, AI and Financial Control
Finance leaders are being asked to close faster, provide greater transparency, support compliance obligations, and prepare for increasing levels of automation and AI. The challenge is doing all four without increasing workload or risk.
This breakfast brings together finance leaders from Perth and across Western Australia to discuss the future of financial close automation.
Event Snapshot
Date: Wednesday 22 July 2026
Time: Breakfast Event – 8:30 am to 10:30 am (WST)
Venue: Parmelia Hilton Perth – 14 Mill Street, Perth, WA 6000
Why attend?
Financial close processes rarely become inefficient overnight. Complexity builds over time through acquisitions, growth, changing systems, regulatory requirements, and increasing reporting expectations.
This breakfast will explore how leading finance teams are simplifying reconciliation, strengthening controls, and creating greater visibility across the close process through automation and AI.
Alongside the presentation, attendees will have the opportunity to discuss current challenges and compare approaches with other finance leaders from across Western Australia.
Who should Attend
- CFOs
- Financial Controllers
- Finance Managers
- Shared Services Leaders
- Financial Accountants
- Close/Reconciliation Process Owners
- Risk & Compliance Leaders
Agenda
8:30 am – 9:00 am Registration & Networking
9:00 am – 10:00 am Breakfast & Learn Session with Live Demo
10:00 am – 10:30 am Open Q&A and Peer Conversation
Discussion Topics
AI-Driven Financial Close Automation
How emerging AI capabilities are helping finance teams automate routine activities and focus on higher-value work.
Transaction Matching
Reduce manual matching effort and improve reconciliation accuracy across high-volume transactions.
Daily Reconciliations
Move beyond month-end bottlenecks with continuous reconciliation processes.
Intercompany Transactions
Improve visibility and control across entities while reducing reconciliation complexity.
General Ledger Account Reconciliation
Standardise reconciliation processes and strengthen audit readiness.
Journal Entry Management
Improve governance, approvals, and transparency across journal processes.
Close Task Management
Track activities, responsibilities, and deadlines throughout the financial close cycle.
Audit and Compliance
Maintain stronger controls, documentation, and accountability throughout the close process.
Financial Reporting
Deliver timely and trusted financial information to stakeholders with greater confidence.
“The goal isn’t simply a faster close. It’s creating more time for analysis, governance, and better decision-making.”
Hosted By
This breakfast, to be held at the Parmelia Hilton, in the heart of Perth CBD, is jointly hosted by Trintech, a global leader in financial close automation, and GK Horizons, Australia’s specialist implementation partner for Adra by Trintech.
About Adra by Trintech
Adra by Trintech helps finance teams automate reconciliation, close management, journal processes, and financial controls to support faster, more accurate month-end reporting.
Adra is a financial close automation platform used by finance teams globally to support account reconciliation, transaction matching, close task management, journal entry governance, audit readiness, and financial reporting. More info on Adra.
Why GK Horizons
GK Horizons helps organisations improve planning, reporting, reconciliation, and financial governance capabilities. Working across Australia and New Zealand, we help finance leaders streamline complex processes, improve visibility, and support better decisions through Planning Solutions and Month-End Close Solutions.
Featured Speakers:
Claudia Pirko
Regional Vice President for Asia Pacific Trintech Adra
Responsible for driving growth, customer success, and partner engagement across the region. Claudia’s a seasoned leader with over 25 years in the software industry, Claudia has worked with some of the world’s most recognized vendors, including Workday and SAP.
Georgina Woolf
Senior Solutions Consultant, Trintech Adra
Responsible for discovery workshops, delivering tailored solution demos and proof-of-concepts. With over 15 years in large-scale finance transformations at a Big 4, Georgina recently moved into the software industry, bringing deep expertise in financial close to help organisations achieve speed, accuracy, and control.
Lauren Hazell
Senior Sales Executive, Trintech (WA)
Lauren has over 15 years of experience helping finance teams modernise financial operations through technology. She works with organisations to improve controls, streamline processes, and build the foundations for greater automation, efficiency, and AI-driven innovation.
Hosted by GK Horizons:
Matthew Grove
CEO, GK Horizons
Matthew Grove, founder of GK Horizons, has over a decade of experience helping finance leaders improve planning, reporting, and finance operations. More recently, he has worked with organisations including Mission Australia and Ahrens to modernise their financial close processes using Adra by Trintech, reducing manual effort, strengthening controls, and improving confidence in financial reporting.
Calvin Cui
Principal Director, GK Horizons
Calvin has over 10+ years of budget, forecast and reporting experience. He started his FP&A journey in audit and transitioned into consulting, focusing on helping clients solve their FP&A business problems.
Kirsty Freeman
Lead Consultant, CPA, GK Horizons
BCom & Masters of Commerce. Over 20 years Financial Management and ERP and EPM administration experience. Initial exposure to Jedox 2022 as a customer project implementation, progressed to implementation consultant with GKH early 2024. Industries: logistics, education, aged care, hospitality, retail, luxury goods, sport and chartered accounting.
Why Financial Close Automation Matters to Finance Leaders
Finance teams are expected to deliver faster reporting, stronger governance, and greater transparency while managing increasing levels of complexity. As organisations grow, financial close processes often become more complex through acquisitions, new systems, regulatory requirements, and increasing reporting expectations. Financial close automation helps organisations streamline account reconciliation, journal entry management, close task management, transaction matching, and reporting processes while reducing manual effort and improving audit readiness.
Key Takeaways
Attendees will leave with practical insights into:
- Financial close automation strategies
- Improving account reconciliation processes
- Strengthening governance and audit readiness
- Reducing manual effort through AI and automation
- Modernising journal entry and close task management
- Building a more efficient month-end close process
Questions Finance Leaders Ask
Financial close automation uses technology to streamline reconciliation, journal processing, close task management, transaction matching, and financial reporting activities. It helps finance teams reduce manual effort, strengthen controls, and improve confidence in month-end reporting.
Adra by Trintech is a financial close automation platform designed to help finance teams manage account reconciliations, journal entries, close task management, audit readiness, and financial reporting processes. It supports organisations looking to improve visibility and control across the financial close.
AI can assist finance teams by identifying anomalies, highlighting exceptions, improving transaction matching, and reducing repetitive manual activities. The goal is not to replace finance professionals but to help them focus on analysis, governance, and decision support.
This event is designed for CFOs, Financial Controllers, Finance Managers, Shared Services Leaders, Financial Accountants, Reconciliation Process Owners, and Governance, Risk & Compliance professionals looking to improve financial close efficiency and control.
Yes. The breakfast focuses on financial close challenges, automation trends, governance, and best practices. Organisations at any stage of their finance transformation journey are welcome to attend.
The session will cover financial close automation, transaction matching, account reconciliation, intercompany processes, journal entry management, close task management, audit and compliance, financial reporting, and the growing role of AI in finance operations.
Learn how organisations are modernising financial close, account reconciliation, and month-end reporting processes with Trintech Adra and Month-End Close Solutions.
