David Taylor Joins Trintech as CPO to Accelerate AI-First Financial Close Solutions

Trintech Appoints David Taylor as Chief Product Officer to Advance AI-Driven Financial Close

Plano-based Trintech has named veteran technology executive David Taylor as chief product officer. The move follows the company's March update on continued global growth and expansion and deepens its focus on AI innovation across financial close solutions.

"David joins the team at a pivotal time as we double down on our AI-first strategy," CEO Darren Heffernan said, noting Taylor is "uniquely positioned" to accelerate the company's mission. With Taylor's guidance, Trintech aims to set the pace for innovation in AI financial close.

Taylor is an accountant with more than 25 years of experience in product innovation and transformation. He has served as chief innovation officer, chief operating officer, and chief product officer across public, private equity, and venture-backed companies.

What This Means for Finance Leaders

In his new role, Taylor will direct Trintech's product strategy and vision with a clear mandate: embed intelligent automation and predictive insights across the company's financial software suite. He will partner with engineering, product, and strategic customers to deliver AI-first user experiences and reduce manual work for finance teams.

• Shorter close cycles through automation and intelligent task orchestration
• Fewer manual reconciliations and lower risk of human error
• Stronger audit readiness with AI-assisted controls and documentation
• Improved forecasting signals via predictive analytics
• Tighter integrations across ERP and close ecosystems

"The future of finance lies in intelligence-driven automation and predictive analytics," Taylor said. "I look forward to ensuring Trintech continues to deliver solutions that streamline the close and free teams to focus on the initiatives that matter most."

Momentum and Partnerships

In September, Trintech expanded its partnership with Workday with an integrated solution to automate transaction matching within Workday Financial Management. That same month, the company grew its partner network across Asia-Pacific to support regional adoption of its AI financial close platform. Learn more about Workday Financial Management at Workday.

In 2024, Trintech extended its global footprint with a new center in Bengaluru, India, following the launch of its Innovation Lab in Plano. The company says it now collaborates with more than 100 companies worldwide through offices and resellers across six continents.

Strategic Context

Private equity-backed Trintech has been the subject of market interest. In 2024, Reuters reported that Summit Partners and Vista Equity Partners were exploring a potential sale that could value the company at about $2 billion. No deal has been announced.

For executives evaluating close platforms, watch for proof points: measurable cycle time reductions, benchmark error-rate improvements, referenceable enterprise deployments, integration depth with core ERPs, and clear governance around AI training data and model usage.

Bottom Line

Trintech's CPO hire signals a clear push to lead on AI in the financial close. For CFOs and finance leaders, the near-term value will come from automation that removes manual effort, predictive signals that improve decision-making, and integrations that fit cleanly into existing systems and controls.

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